Wisdomtree US Large Cap FundEPSETF
13F holders, Q2 2025 (June 30)148holders +1
14new positions
14sold out
1famous investor
$64.02avg. 13F price*
At the end of Q2 2025, 148 institutions reported holding Wisdomtree US Large Cap Fund (EPS) in their 13F filings, up 1 from Q1 2025. 14 opened new positions and 14 sold out. The largest holders were Fiduciary Trust Co ($144.2M), LPL Financial LLC ($81.9M) and Private Advisor Group, LLC ($67.7M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $24.6M |
| Exits | 14 | $4.0M |
All 13F filers, Q1 2025 → Q2 2025: 802,294 shares bought and 1,007,623 shares sold, net −205,329 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 148 holders
| Fiduciary Trust Co | 1.77% | Reduce -6.7% | 2,252,225 | $144.2M |
| LPL Financial LLC | 0.03% | Add +13.0% | 1,278,743 | $81.9M |
| Private Advisor Group, LLC | 0.36% | Reduce -1.6% | 1,058,176 | $67.7M |
| Morgan Stanley | 0.00% | Reduce -5.3% | 934,478 | $59.8M |
| Lido Advisors, LLC | 0.30% | Reduce -3.8% | 869,660 | $55.7M |
| Garrett Wealth Advisory Group, LLC | 10.73% | Add +1.8% | 792,460 | $50.7M |
| Team Financial Group, LLC | 14.22% | Add +6.0% | 451,840 | $28.9M |
| Cetera Investment Advisers | 0.05% | Add +5.3% | 445,451 | $28.5M |
| Financial Gravity Companies, Inc. | 3.49% | — | 277,453 | $17.8M |
| Ieq Capital, LLC | 0.10% | No change | 265,154 | $17.0M |
| Kestra Advisory Services, LLC | 0.08% | Add +8.6% | 240,188 | $15.4M |
| Bank of America Corp. | 0.00% | Reduce -22.2% | 213,770 | $13.7M |
| Integrity Alliance, Llc. | 0.51% | Reduce -74.0% | 146,613 | $9.4M |
| Win Advisors, Inc. | 4.32% | New | 140,061 | $9.0M |
| NorthCoast Asset Management LLC | 0.04% | Add +0.0% | 139,475 | $8.9M |
| JPMorgan Chase & Co. | 0.00% | Add +4.6% | 138,096 | $8.8M |
| Systelligence, LLC | 1.32% | New | 111,186 | $7.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +16.4% | 109,748 | $7.0M |
| Avantax Advisory Services, Inc. | 0.04% | Reduce -0.3% | 103,286 | $6.6M |
| UBS Group AG | 0.00% | Reduce -11.6% | 100,724 | $6.4M |
| Marietta Wealth Management, LLC | 0.82% | Add +2.2% | 98,447 | $6.3M |
| Creative Planning | 0.01% | Add +0.0% | 93,914 | $6.0M |
| Flagship Wealth Advisors, LLC | 2.11% | Add +9.6% | 87,260 | $5.6M |
| Vista Investment Management | 1.97% | Add +0.9% | 82,899 | $5.3M |
| Wells Fargo & Company | 0.00% | Reduce -0.8% | 81,040 | $5.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +191.9% | 78,849 | $5.0M |
| Moloney Securities Asset Management, LLC | 0.59% | Add +7.4% | 74,018 | $4.7M |
| NewSquare Capital LLC | 0.33% | Add +7.1% | 69,955 | $4.5M |
| Retirement Financial Solutions, LLC | 1.51% | Add +27.5% | 66,789 | $4.3M |
| Prime Capital Investment Advisors, LLC | 0.05% | Reduce -4.7% | 56,000 | $3.6M |
| Two Sigma Investments, LP | 0.01% | New | 54,400 | $3.5M |
| Betterment LLC | 0.01% | Add +3.2% | 52,775 | $3.4M |
| Harbour Investments, Inc. | 0.08% | Add +13.6% | 47,945 | $3.1M |
| Lowe Brockenbrough & Co. Inc. | 0.17% | No change | 46,252 | $3.0M |
| Beacon Financial Group | 0.31% | Reduce -0.1% | 45,957 | $2.9M |
| AssuredPartners Investment Advisors, LLC | 0.68% | Reduce -2.0% | 43,358 | $2.8M |
| Susquehanna International Group, LLP | 0.00% | Add +27.2% | 42,212 | $2.7M |
| Maia Wealth LLC | 0.51% | Add +94.9% | 41,934 | $2.7M |
| Concurrent Investment Advisors, LLC | 0.05% | Reduce -15.9% | 37,643 | $2.4M |
| Rockland Trust Co. | 0.12% | Reduce -2.5% | 37,404 | $2.4M |
| Modera Wealth Management, LLC | 0.03% | Reduce -0.3% | 35,094 | $2.2M |
| Raymond James Financial Inc. | 0.00% | Add +16.1% | 34,195 | $2.2M |
| Citadel Advisors | 0.00% | Reduce -49.5% | 29,955 | $1.9M |
| WealthPlan Investment Management, LLC | 0.13% | New | 28,537 | $1.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.12% | Reduce -2.2% | 28,020 | $1.8M |
| KMG Fiduciary Partners, LLC | 0.13% | Add +5.2% | 27,144 | $1.7M |
| Chicago Partners Investment Group LLC | 0.05% | Add +0.2% | 26,237 | $1.7M |
| Royal Bank of Canada | 0.00% | Reduce -0.7% | 26,160 | $1.7M |
| Pine Valley Investments Ltd Liability Co | 0.10% | Reduce -12.2% | 25,838 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Add +256.6% | 25,019 | $1.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +2.4% | 24,615 | $1.6M |
| Advisory Alpha, LLC | 0.05% | Reduce -0.5% | 24,264 | $1.6M |
| Citigroup Inc. | 0.00% | Add +76.4% | 22,806 | $1.5M |
| Global Retirement Partners, LLC | 0.03% | — | 21,110 | $1.4M |
| Beacon Financial Advisory LLC | 0.34% | Reduce -14.3% | 20,361 | $1.3M |
| Jones Financial Companies LLLP | 0.00% | Add +42.7% | 20,146 | $1.3M |
| GM Advisory Group, LLC | 0.06% | Reduce -16.6% | 17,414 | $1.1M |
| Herold Advisors, Inc. | 0.23% | No change | 17,360 | $1.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.13% | Reduce -9.7% | 17,066 | $1.1M |
| FMR LLC | 0.00% | Reduce -8.7% | 15,744 | $1.0M |
| Equitable Holdings, Inc. | 0.01% | Reduce -19.6% | 14,333 | $917K |
| Arkadios Wealth Advisors | 0.03% | Add +2.0% | 13,678 | $876K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -2.2% | 12,514 | $801K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -80.0% | 12,446 | $797K |
| Stifel Financial Corp. | 0.00% | Reduce -0.9% | 12,086 | $774K |
| Centaurus Financial, Inc. | 0.04% | New | 11,563 | $740K |
| Seek First Inc. | 0.57% | Add +0.4% | 10,956 | $701K |
| Essential Planning, LLC. | 0.26% | Add +0.0% | 10,914 | $699K |
| Rathbones Group PLC | 0.00% | No change | 10,790 | $691K |
| ORG Partners LLC | 0.15% | Reduce -3.3% | 10,703 | $686K |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.6% | 10,508 | $673K |
| Quartz Partners, LLC | 0.31% | Reduce -0.3% | 10,425 | $667K |
| Family Capital Management, Inc. | 0.34% | No change | 10,000 | $640K |
| Institute for Wealth Management, LLC. | 0.07% | No change | 9,910 | $634K |
| Parsons Capital Management Inc. | 0.04% | Reduce -5.0% | 9,437 | $604K |
| Atria Investments, Inc | 0.01% | Add +29.0% | 9,209 | $589K |
| Melone Private Wealth, LLC | 0.29% | Add +0.0% | 9,001 | $574K |
| Jackson Creek Investment Advisors LLC | 0.15% | Add +0.3% | 8,954 | $573K |
| Parkside Financial Bank & Trust | 0.06% | No change | 8,816 | $564K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +0.1% | 8,506 | $544K |
| Verus Capital Partners, LLC | 0.05% | Add +5.2% | 8,167 | $523K |
| Berger Financial Group, Inc | 0.03% | Reduce -0.4% | 8,129 | $520K |
| Bouchey Financial Group, Ltd. | 0.04% | No change | 7,815 | $500K |
| Advisor Resource Council | 0.23% | New | 7,317 | $468K |
| Kilter Group LLC | 0.24% | Add +3.5% | 7,227 | $463K |
| E&G Advisors, LLC | 0.12% | Add +0.8% | 7,225 | $462K |
| Redwood Financial Network Corp | 0.31% | No change | 7,191 | $460K |
| Lanark Financial, Inc. | 0.04% | Reduce -8.3% | 6,797 | $435K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.2% | 6,754 | $432K |
| NewEdge Advisors, LLC | 0.00% | New | 6,690 | $428K |
| Huntleigh Advisors, Inc. | 0.08% | Reduce -16.7% | 6,498 | $416K |
| Capital Group Private Client Services, Inc. | 0.00% | Reduce -0.0% | 6,385 | $409K |
| M&T Bank Corp | 0.00% | No change | 5,925 | $379K |
| IFG Advisory, LLC | 0.02% | No change | 5,811 | $372K |
| Bar Harbor Wealth Management | 0.02% | No change | 5,721 | $366K |
| Optima Capital LLC | 0.18% | Add +0.3% | 5,182 | $332K |
| Westwood Holdings Group Inc. | 0.00% | No change | 5,113 | $327K |
| IFS Advisors, LLC | 0.24% | Reduce -3.8% | 4,873 | $312K |
| Fort Point Capital Partners LLC | 0.03% | Add +3.9% | 4,810 | $308K |
| Focus Financial Network, Inc. | 0.01% | New | 4,788 | $306K |
"% 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.