Wisdomtree US Large Cap FundEPSETF
13F holders, Q3 2025 (September 30)155holders +7
19new positions
12sold out
$68.94avg. 13F price*
At the end of Q3 2025, 155 institutions reported holding Wisdomtree US Large Cap Fund (EPS) in their 13F filings, up 7 from Q2 2025. 19 opened new positions and 12 sold out. The largest holders were Fiduciary Trust Co ($146.0M), LPL Financial LLC ($92.9M) and Morgan Stanley ($62.9M).
- Company
- Wisdomtree US Large Cap Fund
- CUSIP
- 97717W588
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $14.1M |
| Exits | 12 | $7.8M |
All 13F filers, Q2 2025 → Q3 2025: 1,084,241 shares bought and 837,213 shares sold, net +247,028 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 155 holders
| Fiduciary Trust Co | 1.65% | Reduce -6.0% | 2,117,542 | $146.0M |
| LPL Financial LLC | 0.03% | Add +5.3% | 1,347,028 | $92.9M |
| Morgan Stanley | 0.00% | Reduce -2.3% | 913,018 | $62.9M |
| Lido Advisors, LLC | 0.24% | Reduce -4.3% | 832,106 | $57.4M |
| Garrett Wealth Advisory Group, LLC | 10.84% | Add +1.8% | 806,808 | $55.6M |
| Private Advisor Group, LLC | 0.21% | Reduce -41.3% | 620,971 | $42.8M |
| Cetera Investment Advisers | 0.04% | Add +24.1% | 552,915 | $38.1M |
| Team Financial Group, LLC | 14.44% | Reduce -0.0% | 451,799 | $31.1M |
| Ieq Capital, LLC | 0.06% | No change | 265,154 | $18.3M |
| Financial Gravity Asset Management, Inc. | 3.59% | — | 264,002 | $18.2M |
| Systelligence, LLC | 3.23% | Add +122.0% | 246,890 | $17.0M |
| Integrity Alliance, Llc. | 0.80% | Add +68.3% | 246,748 | $17.0M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -4.7% | 228,795 | $15.8M |
| Bank of America Corp. | 0.00% | Add +1.6% | 217,204 | $15.0M |
| Flagship Wealth Advisors, LLC | 3.56% | Add +79.6% | 156,719 | $10.8M |
| WealthPlan Investment Management, LLC | 0.69% | Add +425.6% | 149,980 | $10.3M |
| Win Advisors, Inc. | 4.72% | Add +0.6% | 140,826 | $9.7M |
| NorthCoast Asset Management LLC | 0.04% | Add +0.0% | 139,506 | $9.6M |
| JPMorgan Chase & Co. | 0.00% | Add +0.1% | 138,278 | $9.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +11.0% | 121,845 | $8.4M |
| Marietta Wealth Management, LLC | 0.84% | Add +1.1% | 99,546 | $6.9M |
| Creative Planning | 0.00% | Reduce -0.2% | 93,764 | $6.5M |
| UBS Group AG | 0.00% | Reduce -12.1% | 88,536 | $6.1M |
| Vista Investment Management | 1.95% | Reduce -2.3% | 80,974 | $5.6M |
| Wells Fargo & Company | 0.00% | Reduce -0.5% | 80,615 | $5.6M |
| Citigroup Inc. | 0.00% | Add +249.8% | 79,770 | $5.5M |
| Moloney Securities Asset Management, LLC | 0.65% | Add +7.2% | 79,371 | $5.5M |
| Retirement Financial Solutions, LLC | 1.64% | Add +13.9% | 76,054 | $5.2M |
| Two Sigma Investments, LP | 0.01% | Add +37.0% | 74,500 | $5.1M |
| Per Stirling Capital Management, LLC. | 0.61% | New | 73,537 | $5.1M |
| NewSquare Capital LLC | 0.33% | Add +0.3% | 70,200 | $4.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -24.5% | 59,501 | $4.1M |
| Harbour Investments, Inc. | 0.09% | Add +19.3% | 57,192 | $3.9M |
| Ameriprise Financial Inc. | 0.00% | Add +431.3% | 55,824 | $3.8M |
| Prime Capital Investment Advisors, LLC | 0.05% | Reduce -0.3% | 55,819 | $3.8M |
| Maia Wealth LLC | 0.60% | Add +19.9% | 50,266 | $3.5M |
| Betterment LLC | 0.01% | Reduce -2.9% | 51,230 | $3.5M |
| Osaic Holdings, Inc. | 0.00% | Add +98.6% | 49,693 | $3.3M |
| Lowe Brockenbrough & Co. Inc. | 0.16% | No change | 46,252 | $3.2M |
| AssuredPartners Investment Advisors, LLC | 0.66% | Reduce -0.2% | 43,267 | $3.0M |
| Beacon Financial Group | 0.26% | Reduce -15.4% | 38,866 | $2.7M |
| Raymond James Financial Inc. | 0.00% | Add +13.1% | 38,672 | $2.7M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +1.8% | 38,303 | $2.6M |
| Rockland Trust Co. | 0.10% | Reduce -2.7% | 36,378 | $2.5M |
| Modera Wealth Management, LLC | 0.03% | No change | 35,094 | $2.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +812.5% | 34,464 | $2.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -23.9% | 32,103 | $2.2M |
| Jones Financial Companies LLLP | 0.00% | Add +39.1% | 28,024 | $1.9M |
| Pine Valley Investments Ltd Liability Co | 0.10% | Add +7.4% | 27,750 | $1.9M |
| KMG Fiduciary Partners, LLC | 0.13% | Add +0.1% | 27,165 | $1.9M |
| Chicago Partners Investment Group LLC | 0.05% | Reduce -0.8% | 26,026 | $1.8M |
| Royal Bank of Canada | 0.00% | Reduce -5.4% | 24,739 | $1.7M |
| Hershey Financial Advisers, LLC | 1.44% | New | 24,441 | $1.7M |
| Advisory Alpha, LLC | 0.05% | Reduce -1.2% | 23,967 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -4.9% | 23,403 | $1.6M |
| Global Retirement Partners, LLC | 0.03% | Add +0.0% | 21,112 | $1.5M |
| Seven Mile Advisory | 0.22% | New | 19,175 | $1.3M |
| Jane Street Group, LLC | 0.00% | New | 18,735 | $1.3M |
| FMR LLC | 0.00% | Add +12.9% | 17,781 | $1.2M |
| Beacon Financial Advisory LLC | 0.28% | Reduce -14.0% | 17,507 | $1.2M |
| Summit Financial, LLC | 0.02% | New | 16,460 | $1.1M |
| Herold Advisors, Inc. | 0.25% | Reduce -8.6% | 15,860 | $1.1M |
| GM Advisory Group, LLC | 0.04% | Reduce -13.1% | 15,135 | $1.0M |
| Arkadios Wealth Advisors | 0.02% | Add +5.2% | 14,388 | $992K |
| Envestnet Asset Management Inc. | 0.00% | Add +3.7% | 12,904 | $890K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.6% | 12,583 | $867K |
| Stifel Financial Corp. | 0.00% | Add +2.7% | 12,412 | $856K |
| Atria Investments, Inc | 0.01% | Add +29.3% | 11,909 | $821K |
| Centaurus Financial, Inc. | 0.04% | Add +0.3% | 11,600 | $800K |
| Essential Planning, LLC. | 0.26% | Add +0.0% | 10,915 | $752K |
| Rathbones Group PLC | 0.00% | Reduce -0.8% | 10,701 | $738K |
| Quartz Partners, LLC | 0.26% | Reduce -1.3% | 10,294 | $710K |
| ORG Partners LLC | 0.13% | Reduce -6.4% | 10,022 | $691K |
| Family Capital Management, Inc. | 0.33% | No change | 10,000 | $689K |
| Seek First Inc. | 0.49% | Reduce -10.5% | 9,810 | $676K |
| Triad Wealth Partners, LLC | 0.09% | New | 9,667 | $666K |
| AE Wealth Management LLC | 0.00% | Add +2058.4% | 9,238 | $637K |
| Parsons Capital Management Inc. | 0.04% | Reduce -3.4% | 9,113 | $628K |
| Melone Private Wealth, LLC | 0.28% | Reduce -1.1% | 8,902 | $614K |
| Parkside Financial Bank & Trust | 0.05% | No change | 8,816 | $608K |
| Mach-1 Financial Group, LLC | 0.10% | New | 8,721 | $601K |
| Integrity Advisory Solutions, LLC | 0.10% | — | 8,721 | $601K |
| Brand Asset Management Group, Inc. | 0.17% | New | 8,706 | $600K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +2.1% | 8,682 | $599K |
| Institute for Wealth Management, LLC. | 0.06% | Reduce -13.5% | 8,575 | $591K |
| Verus Capital Partners, LLC | 0.05% | Add +2.8% | 8,396 | $580K |
| Berger Financial Group, Inc | 0.03% | No change | 8,129 | $560K |
| Bouchey Financial Group, Ltd. | 0.04% | No change | 7,815 | $539K |
| Commonwealth Equity Services, LLC | 0.00% | Add +10.2% | 7,441 | $513K |
| E&G Advisors, LLC | 0.12% | Add +0.7% | 7,275 | $502K |
| Kilter Group LLC | 0.24% | Add +0.0% | 7,230 | $498K |
| Swmg, LLC | 0.14% | Add +51.4% | 6,777 | $468K |
| Lanark Financial, Inc. | 0.04% | Reduce -0.8% | 6,745 | $465K |
| Redwood Financial Network Corp | 0.29% | Reduce -6.6% | 6,714 | $463K |
| NewEdge Advisors, LLC | 0.00% | Reduce -4.3% | 6,403 | $441K |
| Capital Group Private Client Services, Inc. | 0.01% | Reduce -0.1% | 6,379 | $440K |
| Kelman-Lazarov, Inc. | 0.06% | New | 5,997 | $413K |
| IFG Advisory, LLC | 0.02% | Add +2.0% | 5,927 | $409K |
| M&T Bank Corp | 0.00% | No change | 5,925 | $408K |
| Bar Harbor Wealth Management | 0.02% | No change | 5,721 | $394K |
"% 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.