Wisdomtree US Large Cap FundEPSETF
13F holders, Q1 2025 (March 31)147holders +3
16new positions
12sold out
1famous investor
$59.27avg. 13F price*
At the end of Q1 2025, 147 institutions reported holding Wisdomtree US Large Cap Fund (EPS) in their 13F filings, up 3 from Q4 2024. 16 opened new positions and 12 sold out. The largest holders were Fiduciary Trust Co ($143.2M), LPL Financial LLC ($67.1M) and Private Advisor Group, LLC ($63.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Wisdomtree US Large Cap Fund
- CUSIP
- 97717W588
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $15.1M |
| Exits | 12 | $11.7M |
All 13F filers, Q4 2024 → Q1 2025: 1,159,253 shares bought and 1,358,659 shares sold, net −199,406 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 147 holders
| Fiduciary Trust Co | 1.87% | Add +6.8% | 2,414,935 | $143.2M |
| LPL Financial LLC | 0.03% | Add +4.6% | 1,131,261 | $67.1M |
| Private Advisor Group, LLC | 0.39% | Add +3.9% | 1,074,987 | $63.7M |
| Morgan Stanley | 0.00% | Add +1.4% | 986,458 | $58.5M |
| Lido Advisors, LLC | 0.32% | Reduce -27.4% | 903,867 | $53.6M |
| Garrett Wealth Advisory Group, LLC | 10.32% | Add +4.6% | 778,583 | $46.2M |
| Integrity Alliance, Llc. | 1.32% | Add +38.2% | 562,766 | $33.4M |
| Team Financial Group, LLC | 14.59% | Reduce -1.6% | 426,437 | $25.3M |
| Cetera Investment Advisers | 0.05% | Reduce -0.6% | 423,163 | $25.1M |
| Bank of America Corp. | 0.00% | Add +39.6% | 274,823 | $16.3M |
| Ieq Capital, LLC | 0.13% | No change | 265,154 | $15.7M |
| Financial Gravity Asset Management, Inc. | 3.37% | — | 260,707 | $15.5M |
| Kestra Advisory Services, LLC | 0.06% | Add +8.1% | 221,124 | $13.1M |
| NorthCoast Asset Management LLC | 0.04% | Reduce -0.5% | 139,444 | $8.3M |
| JPMorgan Chase & Co. | 0.00% | Add +0.7% | 132,007 | $7.8M |
| UBS Group AG | 0.00% | Add +21.3% | 113,978 | $6.8M |
| Avantax Advisory Services, Inc. | 0.04% | Add +13.9% | 103,624 | $6.1M |
| Marietta Wealth Management, LLC | 0.84% | Add +5.5% | 96,322 | $5.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +730.6% | 94,270 | $5.6M |
| Creative Planning | 0.01% | Reduce -1.8% | 93,913 | $5.6M |
| Vista Investment Management | 1.90% | Add +0.7% | 82,159 | $4.9M |
| Wells Fargo & Company | 0.00% | Reduce -0.1% | 81,651 | $4.8M |
| Flagship Wealth Advisors, LLC | 1.99% | New | 79,626 | $4.7M |
| Moloney Securities Asset Management, LLC | 0.56% | Add +2.8% | 68,908 | $4.1M |
| NewSquare Capital LLC | 0.32% | Add +0.2% | 65,306 | $3.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +172.4% | 62,204 | $3.7M |
| Citadel Advisors | 0.00% | Add +18.6% | 59,268 | $3.5M |
| Prime Capital Investment Advisors, LLC | 0.04% | Reduce -5.5% | 58,767 | $3.5M |
| Retirement Financial Solutions, LLC | 1.21% | New | 52,368 | $3.1M |
| MML Investors Services, LLC | 0.01% | Add +1269.2% | 52,235 | $3.1M |
| Betterment LLC | 0.01% | Add +4.5% | 51,143 | $3.0M |
| Lowe Brockenbrough & Co. Inc. | 0.18% | No change | 46,252 | $2.7M |
| Beacon Financial Group | 0.30% | Reduce -6.4% | 45,993 | $2.7M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +580.0% | 44,774 | $2.7M |
| AssuredPartners Investment Advisors, LLC | 0.51% | Reduce -0.5% | 44,247 | $2.6M |
| Harbour Investments, Inc. | 0.07% | Add +26.4% | 42,214 | $2.5M |
| Rockland Trust Co. | 0.11% | Reduce -9.2% | 38,381 | $2.3M |
| Modera Wealth Management, LLC | 0.03% | Reduce -0.3% | 35,194 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | New | 33,184 | $2.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -18.0% | 29,450 | $1.7M |
| Pine Valley Investments Ltd Liability Co | 0.11% | Add +62.6% | 29,437 | $1.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.13% | New | 28,639 | $1.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -18.8% | 27,008 | $1.6M |
| Royal Bank of Canada | 0.00% | Add +0.7% | 26,337 | $1.6M |
| Chicago Partners Investment Group LLC | 0.05% | Add +0.7% | 26,182 | $1.5M |
| KMG Fiduciary Partners, LLC | 0.13% | Add +0.7% | 25,795 | $1.5M |
| Advisory Alpha, LLC | 0.05% | Reduce -2.1% | 24,395 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.7% | 24,028 | $1.4M |
| Beacon Financial Advisory LLC | 0.43% | Add +141.0% | 23,748 | $1.4M |
| GM Advisory Group, LLC | 0.07% | Add +0.0% | 20,877 | $1.2M |
| Integrated Wealth Concepts LLC | 0.01% | Add +167.0% | 20,819 | $1.2M |
| Maia Wealth LLC | 0.28% | Add +198.0% | 21,514 | $1.2M |
| Patriot Financial Group Insurance Agency, LLC | 0.15% | Reduce -17.5% | 18,898 | $1.1M |
| Jane Street Group, LLC | 0.00% | Add +267.0% | 18,644 | $1.1M |
| Equitable Holdings, Inc. | 0.01% | New | 17,825 | $1.1M |
| Herold Advisors, Inc. | 0.23% | No change | 17,360 | $1.0M |
| FMR LLC | 0.00% | Add +20.6% | 17,239 | $1.0M |
| Perennial Investment Advisors, LLC | 0.09% | Add +12.6% | 14,066 | $834K |
| Jones Financial Companies LLLP | 0.00% | Add +65.0% | 14,118 | $831K |
| Arkadios Wealth Advisors | 0.03% | New | 13,408 | $795K |
| Citigroup Inc. | 0.00% | Reduce -4.8% | 12,929 | $766K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -1.1% | 12,795 | $758K |
| Stifel Financial Corp. | 0.00% | Reduce -0.2% | 12,192 | $723K |
| ORG Partners LLC | 0.17% | Add +202.6% | 11,062 | $657K |
| Seek First Inc. | 0.57% | — | 10,916 | $647K |
| Essential Planning, LLC. | 0.26% | Reduce -98.5% | 10,913 | $647K |
| Rathbones Group PLC | 0.00% | No change | 10,790 | $640K |
| Ameriprise Financial Inc. | 0.00% | Add +12.9% | 10,568 | $626K |
| Quartz Partners, LLC | 0.38% | Reduce -20.2% | 10,458 | $620K |
| Family Capital Management, Inc. | 0.37% | No change | 10,000 | $593K |
| Parsons Capital Management Inc. | 0.03% | Reduce -1.9% | 9,932 | $589K |
| Institute for Wealth Management, LLC. | 0.08% | No change | 9,910 | $587K |
| Mariner, LLC | 0.00% | New | 9,318 | $552K |
| Melone Private Wealth, LLC | 0.28% | Reduce -1.8% | 9,000 | $534K |
| Jackson Creek Investment Advisors LLC | 0.17% | Add +1.2% | 8,930 | $529K |
| Parkside Financial Bank & Trust | 0.07% | No change | 8,816 | $523K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +0.1% | 8,494 | $503K |
| Berger Financial Group, Inc | 0.03% | No change | 8,161 | $484K |
| Bouchey Financial Group, Ltd. | 0.04% | No change | 7,815 | $463K |
| Huntleigh Advisors, Inc. | 0.08% | No change | 7,797 | $462K |
| Verus Capital Partners, LLC | 0.05% | Add +16.4% | 7,765 | $460K |
| Lanark Financial, Inc. | 0.04% | — | 7,412 | $439K |
| Redwood Financial Network Corp | 0.32% | No change | 7,191 | $426K |
| E&G Advisors, LLC | 0.12% | Add +1.6% | 7,165 | $425K |
| Insight Advisors, LLC/ PA | 0.07% | Reduce -56.0% | 7,157 | $424K |
| Atria Investments, Inc | 0.01% | Reduce -71.6% | 7,137 | $423K |
| Osaic Holdings, Inc. | 0.00% | Reduce -56.9% | 7,016 | $416K |
| Kilter Group LLC | 0.27% | No change | 6,984 | $414K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -15.7% | 6,743 | $400K |
| Capital Group Private Client Services, Inc. | 0.00% | Add +0.2% | 6,387 | $379K |
| Mgo One Seven LLC | 0.01% | No change | 5,932 | $352K |
| M&T Bank Corp | 0.00% | No change | 5,925 | $351K |
| IFG Advisory, LLC | 0.02% | No change | 5,811 | $344K |
| Bar Harbor Wealth Management | 0.02% | Reduce -11.0% | 5,721 | $339K |
| Optima Capital LLC | 0.20% | Reduce -1.4% | 5,165 | $306K |
| Westwood Holdings Group Inc. | 0.00% | No change | 5,113 | $303K |
| IFS Advisors, LLC | 0.24% | No change | 5,063 | $300K |
| Secured Retirement Advisors, LLC | 0.19% | Reduce -5.3% | 4,989 | $296K |
| Nova Wealth Management, Inc. | 0.25% | Reduce -33.1% | 4,923 | $292K |
| CoreCap Advisors, LLC | 0.01% | Reduce -6.7% | 4,744 | $281K |
"% 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.