Wisdomtree US Large Cap FundEPSETF
13F holders, Q2 2026 (June 30)175holders +3
14new positions
11sold out
1famous investor
$77.78avg. 13F price*
At the end of Q2 2026, 175 institutions reported holding Wisdomtree US Large Cap Fund (EPS) in their 13F filings, up 3 from Q1 2026. 14 opened new positions and 11 sold out. The largest holders were Fiduciary Trust Co ($138.4M), LPL Financial LLC ($127.5M) and Morgan Stanley ($72.3M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Wisdomtree US Large Cap Fund
- CUSIP
- 97717W588
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $6.3M |
| Exits | 11 | $12.7M |
All 13F filers, Q1 2026 → Q2 2026: 1,200,559 shares bought and 1,287,670 shares sold, net −87,111 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 175 holders
| Fiduciary Trust Co | 1.50% | Reduce -4.3% | 1,778,576 | $138.4M |
| LPL Financial LLC | 0.03% | Add +8.3% | 1,638,719 | $127.5M |
| Morgan Stanley | 0.00% | Add +4.4% | 928,869 | $72.3M |
| Garrett Wealth Advisory Group, LLC | 9.00% | Add +0.4% | 752,712 | $58.6M |
| Cetera Investment Advisers | 0.05% | Add +4.1% | 687,129 | $53.5M |
| Private Advisor Group, LLC | 0.24% | Reduce -4.2% | 664,596 | $51.7M |
| Integrity Alliance, Llc. | 1.38% | Add +114.5% | 562,910 | $43.8M |
| WealthPlan Investment Management, LLC | 2.00% | Add +12.5% | 516,386 | $40.2M |
| Team Financial Group, LLC | 15.11% | Add +1.5% | 457,411 | $35.6M |
| Kestra Advisory Services, LLC | 0.10% | Add +35.9% | 382,217 | $29.7M |
| Financial Gravity Companies, Inc. | 3.84% | — | 304,306 | $23.7M |
| Ieq Capital, LLC | 0.10% | No change | 265,154 | $20.6M |
| Flagship Wealth Advisors, LLC | 4.07% | Add +204.4% | 233,980 | $18.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +1.1% | 198,886 | $15.5M |
| Stenger Family Office, LLC | 2.28% | Reduce -4.0% | 184,220 | $14.3M |
| Bank of America Corp. | 0.00% | Reduce -8.3% | 175,418 | $13.6M |
| JPMorgan Chase & Co. | 0.00% | Add +2.8% | 172,483 | $13.4M |
| Focus Partners Wealth | 0.01% | Reduce -0.3% | 141,071 | $11.0M |
| Maia Wealth LLC | 1.37% | Add +24.4% | 119,691 | $9.3M |
| Eastern Bank | 0.14% | Add +6.3% | 117,104 | $9.1M |
| Ameritas Advisory Services, LLC | 0.17% | Add +535.7% | 107,375 | $8.4M |
| Marietta Wealth Management, LLC | 0.80% | Reduce -0.1% | 99,476 | $7.7M |
| UBS Group AG | 0.00% | Add +3.3% | 90,272 | $7.0M |
| Creative Planning | 0.00% | Reduce -0.9% | 88,954 | $6.9M |
| Vista Investment Management | 2.00% | Add +0.4% | 85,033 | $6.6M |
| NewSquare Capital LLC | 0.47% | Add +2.9% | 81,624 | $6.3M |
| TopTier Wealth Management, LLC | 3.77% | Add +0.1% | 80,257 | $6.2M |
| Harbour Investments, Inc. | 0.08% | Add +3.5% | 78,304 | $6.1M |
| Wells Fargo & Company | 0.00% | Reduce -2.5% | 75,686 | $5.9M |
| WealthPLAN Partners, LLC | 1.12% | Add +80.0% | 75,492 | $5.9M |
| Citigroup Inc. | 0.00% | Add +3.3% | 74,209 | $5.8M |
| Towle & Co. | 1.63% | Add +59.5% | 61,916 | $4.8M |
| Jones Financial Companies LLLP | 0.00% | Add +19.4% | 60,129 | $4.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +29.1% | 52,053 | $4.0M |
| Prime Capital Investment Advisors, LLC | 0.04% | Reduce -0.8% | 50,479 | $3.9M |
| Integrity Advisory Solutions, LLC | 0.38% | Add +234.6% | 47,995 | $3.7M |
| Lowe Brockenbrough & Co. Inc. | 0.16% | No change | 46,252 | $3.6M |
| Betterment LLC | 0.01% | Reduce -4.9% | 44,201 | $3.4M |
| Raymond James Financial Inc. | 0.00% | Add +0.4% | 44,167 | $3.4M |
| AssuredPartners Investment Advisors, LLC | 0.32% | Reduce -0.3% | 43,057 | $3.3M |
| WealthPoint Financial, LLC | 2.16% | Add +1.6% | 38,025 | $3.0M |
| Beacon Financial Group | 0.26% | Reduce -1.3% | 37,449 | $2.9M |
| Systelligence, LLC | 0.47% | Reduce -74.8% | 36,233 | $2.8M |
| Pine Valley Investments Ltd Liability Co | 0.12% | Add +26.2% | 36,128 | $2.8M |
| Rockland Trust Co. | 0.11% | Reduce -0.1% | 35,556 | $2.8M |
| LongView Wealth Management | 0.71% | Add +7.7% | 35,350 | $2.7M |
| Modera Wealth Management, LLC | 0.03% | No change | 34,935 | $2.7M |
| Royal Bank of Canada | 0.00% | Add +19.1% | 31,121 | $2.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -57.2% | 27,701 | $2.2M |
| Chicago Partners Investment Group LLC | 0.04% | Add +4.9% | 26,434 | $2.0M |
| Daymark Wealth Partners, LLC | 0.05% | Add +2.7% | 24,025 | $1.9M |
| Global Retirement Partners, LLC | 0.03% | — | 23,401 | $1.8M |
| Advisory Alpha, LLC | 0.04% | Reduce -4.7% | 22,500 | $1.8M |
| Two Sigma Investments, LP | 0.00% | New | 21,500 | $1.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.2% | 21,418 | $1.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 21,044 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Reduce -40.3% | 20,839 | $1.6M |
| FMR LLC | 0.00% | Add +4.9% | 19,928 | $1.6M |
| Wealthspire Advisors, LLC | 0.01% | New | 17,778 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +55.4% | 16,560 | $1.3M |
| Uptick Partners, LLC | 0.20% | Add +10.1% | 16,644 | $1.3M |
| BlackRock, Inc. | 0.00% | Reduce -1.1% | 13,961 | $1.1M |
| Beacon Financial Advisory LLC | 0.21% | Reduce -3.1% | 13,946 | $1.1M |
| Mariner, LLC | 0.00% | Add +24.3% | 13,608 | $1.1M |
| Herold Advisors, Inc. | 0.21% | Reduce -6.9% | 13,470 | $1.0M |
| Savvy Advisors, Inc. | 0.02% | New | 13,064 | $1.0M |
| Arkadios Wealth Advisors | 0.01% | Add +1.7% | 12,245 | $953K |
| Atria Investments, Inc | 0.01% | Add +4.7% | 12,194 | $949K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.6% | 12,052 | $938K |
| Summit Financial, LLC | 0.01% | Reduce -10.0% | 12,024 | $935K |
| Centaurus Financial, Inc. | 0.04% | Reduce -1.4% | 11,878 | $924K |
| Triad Wealth Partners, LLC | 0.05% | Reduce -1.0% | 11,159 | $890K |
| Mosaic Family Wealth Partners, LLC | 0.06% | Add +219.9% | 11,149 | $867K |
| Commonwealth Equity Services, LLC | 0.00% | Add +34.1% | 10,231 | $796K |
| Essential Planning, LLC. | 0.22% | Reduce -4.0% | 10,012 | $779K |
| Family Capital Management, Inc. | 0.30% | No change | 10,000 | $778K |
| Quartz Partners, LLC | 0.24% | Add +3.4% | 9,558 | $744K |
| Verus Capital Partners, LLC | 0.04% | Add +6.9% | 9,418 | $733K |
| Parkside Financial Bank & Trust | 0.05% | No change | 8,816 | $686K |
| Seek First Inc. | 0.43% | Add +0.3% | 8,801 | $685K |
| Melone Private Wealth, LLC | 0.26% | Reduce -1.4% | 8,639 | $672K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -0.8% | 8,638 | $672K |
| AQR Capital Management | 0.00% | No change | 8,637 | $672K |
| Parsons Capital Management Inc. | 0.03% | Reduce -3.8% | 8,614 | $670K |
| Institute for Wealth Management, LLC. | 0.06% | No change | 8,575 | $667K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -23.2% | 8,472 | $659K |
| Stifel Financial Corp. | 0.00% | Reduce -1.7% | 8,249 | $642K |
| Berger Financial Group, Inc | 0.03% | No change | 8,136 | $633K |
| Bouchey Financial Group, Ltd. | 0.04% | No change | 7,815 | $608K |
| Brand Asset Management Group, Inc. | 0.13% | Reduce -1.3% | 7,802 | $607K |
| E&G Advisors, LLC | 0.11% | Add +3.0% | 7,630 | $594K |
| Lido Advisors, LLC | 0.00% | Reduce -99.1% | 7,388 | $575K |
| Susquehanna International Group, LLP | 0.00% | Reduce -7.8% | 7,232 | $563K |
| Investment Partners Asset Management, Inc. | 0.29% | Add +5.4% | 6,717 | $523K |
| Redwood Financial Network Corp | 0.29% | No change | 6,689 | $520K |
| United Advisor Group, LLC | 0.06% | Add +19.3% | 6,659 | $518K |
| Kelman-Lazarov, Inc. | 0.07% | No change | 6,495 | $505K |
| Capital Group Private Client Services, Inc. | 0.01% | Add +0.2% | 6,433 | $500K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 6,354 | $494K |
| Swmg, LLC | 0.12% | Reduce -9.2% | 6,235 | $491K |
"% of holder's portfolio" is EPS's weight in each manager's 13F, not the share of Wisdomtree US Large Cap Fund the manager owns.