WisdomTree US LargeCap Fund
174 hedge funds and large institutions have $996M invested in WisdomTree US LargeCap Fund in 2026 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 64 increasing their positions, 47 reducing their positions, and 11 closing their positions.
55% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 11
36% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 47
10% more capital invested
Capital invested by funds: $908M → $996M (+$87.7M)
1% more funds holding
Funds holding: 172 → 174 (+2)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
4.49% less ownership
Funds ownership: 67.69% → 63.21% (-4.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
Integrity Alliance
Urbandale,
Iowa
|
+$22.8M |
| 2 |
FWA
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
+$11.9M |
| 3 |
LPL Financial
San Diego,
California
|
+$9.57M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$7.65M |
| 5 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$6.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lido Advisors
Los Angeles,
California
|
-$59.9M |
| 2 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$8.76M |
| 3 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$8.12M |
| 4 |
FT
Fiduciary Trust
Boston,
Massachusetts
|
-$6.1M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.8M |
EPS Hedge Fund Activity: Q2 2026 in Review
174 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q2 2026, worth a combined $996M — up 9.7% from $908M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new EPS positions and 11 closed out — a net gain of 6 holders — while 64 added to existing stakes and 47 trimmed.
The largest buyer was Integrity Alliance, adding an estimated $22.8M. The largest seller was Lido Advisors, cutting an estimated $59.9M.
- 174 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q2 2026, up from 172 in Q1 2026.
- Funds reported $996M of WisdomTree US LargeCap Fund stock for Q2 2026, up 9.7% quarter-over-quarter.
- 17 funds opened new WisdomTree US LargeCap Fund positions in Q2 2026 and 11 closed out, a net change of +6 holders.
- The largest WisdomTree US LargeCap Fund buyer in Q2 2026 was Integrity Alliance, an estimated $22.8M added.
- The largest WisdomTree US LargeCap Fund seller in Q2 2026 was Lido Advisors, an estimated $59.9M sold.
Based on aggregated 13F filings for Q2 2026.