EPS

Wisdomtree US Large Cap Fund
UnclassifiedUSCUSIP 97717W588◍ Confluence graph
Tracked 13F Holders
159
-56 QoQ
13F Value (tracked)
$921.5M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)26 adding · 16 trimming
Insider net (180d)$0

Who owns EPS?

159 tracked 13F filers

159 tracked 13F filers disclose a position in EPS as of the latest SEC 13F filings, a combined $921.5M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1FIDUCIARY TRUST CO
$126.6M
1.9M
−2.0%
Reduced · −37K sh
Q1 2026
2LPL Financial LLC
$103.0M
1.5M
+5.6%
Added · +80K sh
Q1 2026
3MORGAN STANLEY
$60.6M
890K
−1.1%
Reduced · −10K sh
Q1 2026
4Garrett Wealth Advisory Group, LLC
$58.6M
753K
+0.3%
Added · +3K sh
Q2 2026
5Private Advisor Group, LLC
$51.7M
665K
−4.2%
Reduced · −29K sh
Q2 2026
6Cetera Investment Advisers
$45.0M
660K
+7.9%
Added · +49K sh
Q1 2026
7INTEGRITY ALLIANCE, LLC.
$43.8M
563K
+114%
Added · +300K sh
Q2 2026
8WealthPlan Investment Management, LLC
$40.2M
516K
+12%
Added · +57K sh
Q2 2026
9CWM, LLC
$31.7M
466K
+7.3%
Added · +32K sh
Q1 2026
10Team Financial Group, LLC
$35.6M
457K
+1.5%
Added · +7K sh
Q2 2026
11Kestra Advisory Services, LLC
$29.7M
382K
+36%
Added · +101K sh
Q2 2026
12IEQ CAPITAL, LLC
$20.6M
265K
Held
Q2 2026
13FLAGSHIP WEALTH ADVISORS, LLC
$18.2M
234K
+204%
Added · +157K sh
Q2 2026
14NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
$13.4M
197K
+3.7%
Added · +7K sh
Q1 2026
15BANK OF AMERICA CORP /DE/
$13.0M
191K
−8.4%
Reduced · −18K sh
Q1 2026
16Stenger Family Office, LLC
$14.3M
184K
−4.0%
Reduced · −8K sh
Q2 2026
17JPMORGAN CHASE & CO
$11.1M
168K
+21%
Added · +30K sh
Q1 2026
18Focus Partners Wealth
$9.6M
141K
+0.1%
Added · +75 sh
Q1 2026
19Maia Wealth LLC
$9.3M
120K
+24%
Added · +23K sh
Q2 2026
20EASTERN BANK
$9.1M
117K
+6.3%
Added · +7K sh
Q2 2026
21Ameritas Advisory Services, LLC
$8.4M
107K
+536%
Added · +90K sh
Q2 2026
22Marietta Wealth Management, LLC
$7.7M
99K
−0.1%
Reduced · −114 sh
Q2 2026
23Creative Planning
$6.1M
90K
−0.6%
Reduced · −584 sh
Q1 2026
24UBS Group AG
$6.0M
87K
+3.0%
Added · +3K sh
Q1 2026
25VISTA INVESTMENT MANAGEMENT
$6.6M
85K
+0.4%
Added · +353 sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is EPS being bought or sold by institutions?

Last quarter, 2 funds opened a new position in EPS and 24 added to an existing one, while 16 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
2
funds
Added
24
funds
Reduced
16
funds
Exited
0
funds

Funds that own EPS also own

CompanyCo-held byCombined value
APPLE INCAAPL79 funds$51.8B
NVIDIA CORPNVDA78 funds$65.2B
AMAZON.COM INCAMZN78 funds$33.6B
MICROSOFT CORPMSFT77 funds$46.6B
ALPHABET INC-CL AGOOGL77 funds$28.8B
META PLATFORMS INC-CLASS AMETA76 funds$16.4B
SS SPDR S&P 500 ETF TRUST-USSPY76 funds$4.3B
JPMORGAN CHASE & COJPM75 funds$13.4B
BROADCOM INCAVGO74 funds$26.1B
ELI LILLY & COLLY74 funds$13.5B
TESLA INCTSLA74 funds$12.8B
WALMART INCWMT74 funds$9.2B

Ranked by how many of EPS's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Institutional ownership over time

98 funds+6 since Q3 2024
077154Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $442.9M

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in EPS

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/EPS/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for EPS.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for EPS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.