EPS

WISDOMTREE US LARGE CAP FUND
USCUSIP 97717W588
Institutional Owners
49
+4 QoQ
13F Value Held
$255.7M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)20 adding · 18 trimming
Insider net (180d)+$0
Price history not yet available for EPS.

Top institutional holders

49 13F filers
#FundPosition valueSharesLast moveAs of
1Lido Advisors, LLC
$54.4M
798.8KReducedQ1 2026
2Private Advisor Group, LLC
$47.2M
693.6KAddedQ1 2026
3CWM, LLC
$31.7M
465.6KAddedQ1 2026
4WealthPlan Investment Management, LLC
$31.3M
459.1KAddedQ1 2026
5Kestra Advisory Services, LLC
$19.2M
281.2KAddedQ1 2026
6IEQ CAPITAL, LLC
$18.1M
265.2KHeldQ1 2026
7INTEGRITY ALLIANCE, LLC.
$17.9M
262.4KAddedQ1 2026
8EASTERN BANK
$7.5M
110.1KHeldQ1 2026
9Prime Capital Investment Advisors, LLC
$3.5M
50.9KReducedQ1 2026
10LOWE BROCKENBROUGH & CO INC
$3.2M
46.3KHeldQ1 2026
11ROCKLAND TRUST CO
$2.4M
35.6KReducedQ1 2026
12Modera Wealth Management, LLC
$2.4M
34.9KReducedQ1 2026
13Chicago Partners Investment Group LLC
$1.9M
25.2KNewQ1 2026
14Advisory Alpha, LLC
$1.6M
23.6KReducedQ1 2026
15DAYMARK WEALTH PARTNERS, LLC
$1.6M
23.4KNewQ1 2026
16Ameritas Advisory Services, LLC
$1.2M
16.9KReducedQ1 2026
17CITADEL ADVISORS LLC
$958K
14.1KAddedQ1 2026
18Summit Financial, LLC
$910K
13.4KReducedQ1 2026
19Steward Partners Investment Advisory, LLC
$826K
12.1KReducedQ1 2026
20CENTAURUS FINANCIAL, INC.
$821K
12.1KReducedQ1 2026
21Atria Investments, Inc
$793K
11.6KReducedQ1 2026
22Concurrent Investment Advisors, LLC
$743K
10.9KAddedQ1 2026
23WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$732K
10.7KReducedQ1 2026
24PARSONS CAPITAL MANAGEMENT INC/RI
$610K
9.0KReducedQ1 2026
25Cornerstone Wealth Management, LLC
$593K
8.7KAddedQ1 2026

Fund activity — latest quarter

Opened (NEW)
10
funds
Added
10
funds
Reduced
16
funds
Exited
2
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

46 funds+45 since Q2 2025
02346Q2 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $256M

Funds that own EPS also own

CompanyCo-held byCombined value
iShares Core S&P 500 ETFIVV49 funds$15.6B
Apple IncAAPL49 funds$13.8B
Nvidia CorpNVDA49 funds$13.3B
Microsoft CorpMSFT49 funds$10.2B
STATE STREET SPDR S&P 500 ETFSPY49 funds$8.3B
Amazon.Com IncAMZN49 funds$8.3B
JPMorgan Chase & CoJPM49 funds$4.9B
Meta Platforms Inc Class AMETA49 funds$4.8B
Alphabet Inc. Class CGOOG49 funds$4.4B
Vanguard FTSE Developed Markets ETFVEA49 funds$3.7B
Johnson & JohnsonJNJ49 funds$3.0B
WalMart IncWMT49 funds$2.9B

Ranked by how many of EPS's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

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

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. Every panel above is one call to the Arkolith API & MCP server.