WISDOMTREE US LARGE CAP FUND EPS
$77.72
-0.1% 52w: $60.97 – $79.13
Latest 13F among current holders filed 9 days ago (Jun 26, 2026)
Price — last 12 months
research preview data60.9770.0579.13
Jun 20, 2025 Jul 2, 2026
Institutional holders
171
+11 QoQ
13F value
$907.8M
-2.9% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns EPS?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Fiduciary Trust Co | Other | 1.9M | $126.6M | 1.5% | -2.0% |
| LPL Financial LLC | Bank broker | 1.5M | $103.0M | 0.0% | +5.6% |
| MORGAN STANLEY | Bank broker | 889.7K | $60.6M | 0.0% | -1.1% |
| Lido Advisors, LLC | Wealth advisor | 798.8K | $54.4M | 0.2% | -3.8% |
| Garrett Wealth Advisory Group, LLC | Wealth advisor | 750.0K | $51.1M | 9.1% | -8.9% |
| Private Advisor Group, LLC | Wealth advisor | 693.6K | $47.2M | 0.2% | +5.3% |
| Cetera Investment Advisers | Wealth advisor | 660.0K | $45.0M | 0.0% | +7.9% |
| CWM, LLC | Wealth advisor | 465.6K | $31.7M | 0.1% | +7.3% |
| WealthPlan Investment Management, LLC | Wealth advisor | 459.1K | $31.3M | 1.7% | +96.8% |
| Team Financial Group, LLC | Wealth advisor | 450.8K | $30.7M | 13.9% | +0.7% |
| Financial Gravity Asset Management, Inc. | Wealth advisor | 286.5K | $19.5M | 3.5% | +3.8% |
| Kestra Advisory Services, LLC | Wealth advisor | 281.2K | $19.2M | 0.1% | +13.6% |
| IEQ CAPITAL, LLC | Diversified mechanical | 265.2K | $18.1M | 0.1% | Held |
| INTEGRITY ALLIANCE, LLC. | Wealth advisor | 262.4K | $17.9M | 0.7% | +4.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 196.8K | $13.4M | 0.0% | +3.7% |
| Stenger Family Office, LLC | Other | 192.0K | $13.1M | 2.3% | New |
| BANK OF AMERICA CORP /DE/ | Bank broker | 191.4K | $13.0M | 0.0% | -8.4% |
| JPMORGAN CHASE & CO | Bank broker | 167.7K | $11.1M | 0.0% | +21.4% |
| Systelligence, LLC | Wealth advisor | 143.5K | $9.8M | 1.9% | -33.2% |
| Focus Partners Wealth | Wealth advisor | 141.4K | $9.6M | 0.0% | +0.1% |
| WIN ADVISORS, INC | Wealth advisor | 128.6K | $8.8M | 4.0% | -10.4% |
| EASTERN BANK | Other | 110.1K | $7.5M | 0.1% | Held |
| Marietta Wealth Management, LLC | Other | 99.6K | $6.8M | 0.8% | +0.8% |
| Maia Wealth LLC | Wealth advisor | 96.3K | $6.6M | 1.1% | +34.8% |
| Creative Planning | Wealth advisor | 89.8K | $6.1M | 0.0% | -0.6% |
| UBS Group AG | Bank broker | 87.4K | $6.0M | 0.0% | +3.0% |
| VISTA INVESTMENT MANAGEMENT | Wealth advisor | 84.7K | $5.8M | 1.9% | -2.3% |
| TopTier Wealth Management, LLC | Wealth advisor | 80.2K | $5.5M | 3.4% | 0.0% |
| NewSquare Capital LLC | Wealth advisor | 79.4K | $5.4M | 0.5% | +3.7% |
| WELLS FARGO & COMPANY/MN | Bank broker | 77.6K | $5.3M | 0.0% | -4.3% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 75.7K | $5.2M | 0.1% | +24.1% |
| FLAGSHIP WEALTH ADVISORS, LLC | Wealth advisor | 76.9K | $4.9M | 2.1% | -61.0% |
| CITIGROUP INC | Bank broker | 71.8K | $4.9M | 0.0% | +14.3% |
| AMERIPRISE FINANCIAL INC | Bank broker | 64.7K | $4.4M | 0.0% | +8.1% |
| Prime Capital Investment Advisors, LLC | Wealth advisor | 50.9K | $3.5M | 0.0% | -3.7% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 50.4K | $3.3M | 0.0% | +7.1% |
| Betterment LLC | Wealth advisor | 46.5K | $3.2M | 0.0% | -3.7% |
| LOWE BROCKENBROUGH & CO INC | Other | 46.3K | $3.2M | 0.2% | Held |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 44.0K | $3.0M | 0.0% | -3.4% |
| AssuredPartners Investment Advisors, LLC | Wealth advisor | 43.2K | $3.0M | 0.3% | -0.2% |
| WealthPLAN Partners, LLC | Wealth advisor | 41.9K | $2.9M | 0.6% | +342.3% |
| GOLDMAN SACHS GROUP INC | Bank broker | 40.3K | $2.7M | 0.0% | -36.2% |
| TOWLE & CO | Other | 38.8K | $2.6M | 1.0% | New |
| BEACON FINANCIAL GROUP | Wealth advisor | 38.0K | $2.6M | 0.3% | -1.5% |
| WealthPoint Financial, LLC | Wealth advisor | 37.4K | $2.5M | 2.1% | +7.8% |
| ROCKLAND TRUST CO | Other | 35.6K | $2.4M | 0.1% | -1.7% |
| LongView Wealth Management | Wealth advisor | 32.8K | $2.4M | 0.6% | +85.3% |
| Modera Wealth Management, LLC | Wealth advisor | 34.9K | $2.4M | 0.0% | -0.5% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 34.9K | $2.4M | 0.0% | -35.1% |
| Pine Valley Investments Ltd Liability Co | Other | 28.6K | $1.9M | 0.1% | +2.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.