Wisdomtree US Large Cap FundEPSETF
13F holders, Q4 2025 (December 31)161holders +6
14new positions
11sold out
1famous investor
$70.75avg. 13F price*
At the end of Q4 2025, 161 institutions reported holding Wisdomtree US Large Cap Fund (EPS) in their 13F filings, up 6 from Q3 2025. 14 opened new positions and 11 sold out. The largest holders were Fiduciary Trust Co ($134.4M), LPL Financial LLC ($101.5M) and Morgan Stanley ($63.8M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $24.4M |
| Exits | 11 | $16.8M |
All 13F filers, Q3 2025 → Q4 2025: 1,393,719 shares bought and 607,003 shares sold, net +786,716 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 161 holders
| Fiduciary Trust Co | 1.53% | Reduce -10.4% | 1,896,419 | $134.4M |
| LPL Financial LLC | 0.03% | Add +6.3% | 1,432,392 | $101.5M |
| Morgan Stanley | 0.00% | Reduce -1.4% | 899,783 | $63.8M |
| Garrett Wealth Advisory Group, LLC | 11.02% | Add +2.0% | 823,228 | $58.3M |
| Lido Advisors, LLC | 0.23% | Reduce -0.2% | 830,502 | $57.3M |
| Private Advisor Group, LLC | 0.22% | Add +6.1% | 658,714 | $46.7M |
| Cetera Investment Advisers | 0.05% | Add +10.6% | 611,471 | $43.3M |
| Team Financial Group, LLC | 14.39% | Reduce -0.9% | 447,544 | $31.7M |
| Cwm, LLC | 0.08% | Add +209424.1% | 433,715 | $30.7M |
| Financial Gravity Asset Management, Inc. | 3.77% | Add +4.6% | 276,068 | $19.6M |
| Ieq Capital, LLC | 0.06% | No change | 265,154 | $18.8M |
| Integrity Alliance, Llc. | 0.65% | Add +2.2% | 252,271 | $17.9M |
| Kestra Advisory Services, LLC | 0.07% | Add +8.2% | 247,480 | $17.5M |
| WealthPlan Investment Management, LLC | 1.05% | Add +55.5% | 233,293 | $16.5M |
| Systelligence, LLC | 2.90% | Reduce -13.0% | 214,877 | $15.2M |
| Bank of America Corp. | 0.00% | Reduce -3.8% | 208,973 | $14.8M |
| Flagship Wealth Advisors, LLC | 4.06% | Add +25.6% | 196,919 | $14.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +55.8% | 189,838 | $13.5M |
| Win Advisors, Inc. | 4.31% | Add +1.8% | 143,424 | $10.2M |
| Focus Partners Wealth | 0.01% | New | 141,348 | $10.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.1% | 138,120 | $9.8M |
| Eastern Bank | 0.13% | New | 110,134 | $7.8M |
| Marietta Wealth Management, LLC | 0.81% | Reduce -0.8% | 98,776 | $7.0M |
| Creative Planning | 0.00% | Reduce -3.6% | 90,353 | $6.4M |
| Susquehanna International Group, LLP | 0.01% | Add +177.3% | 89,021 | $6.3M |
| Vista Investment Management | 2.03% | Add +7.1% | 86,706 | $6.1M |
| UBS Group AG | 0.00% | Reduce -4.2% | 84,831 | $6.0M |
| Retirement Financial Solutions, LLC | 1.69% | Add +7.4% | 81,652 | $5.8M |
| Wells Fargo & Company | 0.00% | Add +0.5% | 81,051 | $5.7M |
| TopTier Wealth Management, LLC | 3.86% | — | 80,200 | $5.7M |
| NewSquare Capital LLC | 0.48% | Add +9.1% | 76,551 | $5.4M |
| Per Stirling Capital Management, LLC. | 0.57% | Reduce -2.6% | 71,654 | $5.1M |
| Maia Wealth LLC | 0.86% | Add +42.1% | 71,410 | $5.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +6.2% | 63,166 | $4.5M |
| Citigroup Inc. | 0.00% | Reduce -21.2% | 62,862 | $4.5M |
| Harbour Investments, Inc. | 0.09% | Add +6.6% | 60,964 | $4.3M |
| Ameriprise Financial Inc. | 0.00% | Add +7.3% | 59,873 | $4.2M |
| Osaic Holdings, Inc. | 0.01% | Add +8.2% | 53,783 | $3.8M |
| Prime Capital Investment Advisors, LLC | 0.05% | Reduce -5.3% | 52,877 | $3.7M |
| Betterment LLC | 0.01% | Reduce -5.9% | 48,226 | $3.4M |
| Jones Financial Companies LLLP | 0.00% | Add +67.8% | 47,031 | $3.3M |
| Lowe Brockenbrough & Co. Inc. | 0.16% | No change | 46,252 | $3.3M |
| Raymond James Financial Inc. | 0.00% | Add +17.9% | 45,577 | $3.2M |
| AssuredPartners Investment Advisors, LLC | 0.46% | No change | 43,267 | $3.1M |
| Beacon Financial Group | 0.27% | Reduce -0.8% | 38,545 | $2.7M |
| Rockland Trust Co. | 0.10% | Reduce -0.4% | 36,230 | $2.6M |
| Concurrent Investment Advisors, LLC | 0.03% | Reduce -7.4% | 35,461 | $2.5M |
| Modera Wealth Management, LLC | 0.03% | No change | 35,094 | $2.5M |
| WealthPoint Financial, LLC | 2.14% | — | 34,691 | $2.5M |
| Jane Street Group, LLC | 0.00% | Add +66.0% | 31,102 | $2.2M |
| Pine Valley Investments Ltd Liability Co | 0.10% | Add +0.8% | 27,967 | $2.0M |
| KMG Fiduciary Partners, LLC | 0.14% | Add +0.3% | 27,259 | $1.9M |
| Chicago Partners Investment Group LLC | 0.05% | Add +0.2% | 26,079 | $1.9M |
| Royal Bank of Canada | 0.00% | Add +4.8% | 25,931 | $1.8M |
| Advisory Alpha, LLC | 0.05% | Add +0.1% | 23,992 | $1.7M |
| Hershey Financial Advisers, LLC | 1.43% | Reduce -2.3% | 23,882 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -4.5% | 22,348 | $1.6M |
| Global Retirement Partners, LLC | 0.03% | Reduce -1.1% | 20,879 | $1.5M |
| FMR LLC | 0.00% | Add +10.2% | 19,598 | $1.4M |
| Triad Wealth Partners, LLC | 0.13% | Add +102.6% | 19,587 | $1.4M |
| Seven Mile Advisory | 0.24% | Add +0.3% | 19,241 | $1.4M |
| Ameritas Advisory Services, LLC | 0.05% | New | 18,964 | $1.3M |
| LongView Wealth Management | 0.31% | New | 17,711 | $1.3M |
| GM Advisory Group, LLC | 0.05% | Add +12.0% | 16,948 | $1.2M |
| Summit Financial, LLC | 0.02% | Reduce -2.8% | 15,993 | $1.1M |
| Beacon Financial Advisory LLC | 0.26% | Reduce -11.2% | 15,543 | $1.1M |
| Herold Advisors, Inc. | 0.24% | Reduce -2.5% | 15,470 | $1.1M |
| BlackRock, Inc. | 0.00% | Add +2854.6% | 14,123 | $1.0M |
| Arkadios Wealth Advisors | 0.02% | Reduce -5.5% | 13,589 | $963K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.1% | 12,895 | $914K |
| Stifel Financial Corp. | 0.00% | Reduce -0.3% | 12,379 | $877K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -1.8% | 12,352 | $875K |
| Centaurus Financial, Inc. | 0.04% | Add +5.5% | 12,235 | $867K |
| Integrity Advisory Solutions, LLC | 0.12% | Add +39.9% | 12,201 | $865K |
| Atria Investments, Inc | 0.01% | Reduce -0.1% | 11,900 | $843K |
| Mariner, LLC | 0.00% | New | 10,915 | $773K |
| Essential Planning, LLC. | 0.24% | Reduce -4.5% | 10,424 | $739K |
| Quartz Partners, LLC | 0.27% | Reduce -1.0% | 10,193 | $722K |
| Family Capital Management, Inc. | 0.31% | No change | 10,000 | $709K |
| Seek First Inc. | 0.47% | Reduce -1.3% | 9,679 | $686K |
| Uptick Partners, LLC | 0.15% | New | 9,629 | $682K |
| WealthPLAN Partners, LLC | 0.10% | New | 9,481 | $672K |
| Parsons Capital Management Inc. | 0.04% | Reduce -0.9% | 9,028 | $640K |
| Rathbones Group PLC | 0.00% | Reduce -16.0% | 8,987 | $637K |
| AE Wealth Management LLC | 0.00% | Reduce -3.4% | 8,920 | $632K |
| Parkside Financial Bank & Trust | 0.05% | No change | 8,816 | $625K |
| Melone Private Wealth, LLC | 0.26% | Reduce -1.6% | 8,757 | $621K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +0.1% | 8,693 | $616K |
| Verus Capital Partners, LLC | 0.04% | Add +3.0% | 8,651 | $613K |
| Institute for Wealth Management, LLC. | 0.06% | No change | 8,575 | $608K |
| Advisor Resource Council | 0.21% | New | 8,293 | $601K |
| Brand Asset Management Group, Inc. | 0.17% | Reduce -3.6% | 8,388 | $594K |
| Berger Financial Group, Inc | 0.03% | No change | 8,129 | $576K |
| Bouchey Financial Group, Ltd. | 0.04% | No change | 7,815 | $554K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.0% | 7,438 | $527K |
| E&G Advisors, LLC | 0.12% | Add +1.8% | 7,405 | $525K |
| Kilter Group LLC | 0.23% | No change | 7,230 | $512K |
| Swmg, LLC | 0.14% | Add +1.0% | 6,845 | $493K |
| Mercer Global Advisors Inc. | 0.00% | New | 6,907 | $489K |
| Redwood Financial Network Corp | 0.30% | Reduce -0.4% | 6,689 | $474K |
| NewEdge Advisors, LLC | 0.00% | Add +2.2% | 6,542 | $464K |
| Capital Group Private Client Services, Inc. | 0.01% | Add +0.4% | 6,407 | $454K |
| First Trust Advisors LP | 0.00% | Add +63.7% | 6,088 | $431K |
| Citadel Advisors | 0.00% | New | 5,964 | $423K |
| IFG Advisory, LLC | 0.02% | No change | 5,927 | $420K |
| M&T Bank Corp | 0.00% | No change | 5,925 | $420K |
| Lanark Financial, Inc. | 0.03% | Reduce -12.4% | 5,905 | $418K |
| Bar Harbor Wealth Management | 0.02% | Reduce -5.3% | 5,420 | $384K |
| Optima Capital LLC | 0.16% | Add +0.3% | 5,216 | $370K |
| Westwood Holdings Group Inc. | 0.00% | Reduce -2.8% | 4,968 | $352K |
| IFS Advisors, LLC | 0.18% | No change | 4,873 | $345K |
| Focus Financial Network, Inc. | 0.01% | Add +0.3% | 4,818 | $341K |
| United Advisor Group, LLC | 0.04% | New | 4,418 | $313K |
| MML Investors Services, LLC | 0.00% | Add +21.9% | 4,276 | $303K |
| Founders Financial Alliance, LLC | 0.06% | Add +4.5% | 4,252 | $301K |
| Advisory Services Network, LLC | 0.00% | Add +7.6% | 4,235 | $300K |
| CGN Advisors LLC | 0.02% | Reduce -1.8% | 4,210 | $298K |
| CoreCap Advisors, LLC | 0.01% | Reduce -2.2% | 4,203 | $298K |
| Cerity Partners LLC | 0.00% | Reduce -10.4% | 4,163 | $295K |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.7% | 4,054 | $287K |
| Park Avenue Securities LLC | 0.00% | Add +2.0% | 3,995 | $283K |
| Kelman-Lazarov, Inc. | 0.04% | Reduce -35.0% | 3,897 | $276K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -89.0% | 3,798 | $269K |
| Secured Retirement Advisors, LLC | 0.15% | No change | 3,759 | $266K |
| Moller Wealth Partners | 0.06% | No change | 3,730 | $264K |
| Mutual Advisors, LLC | 0.01% | Reduce -2.5% | 3,572 | $253K |
| Mgo One Seven LLC | 0.01% | Reduce -6.8% | 3,561 | $252K |
| Walkner Condon Financial Advisors LLC | 0.03% | Reduce -16.6% | 3,545 | $251K |
| UMB Bank, n.a. | 0.00% | No change | 3,517 | $249K |
| Axxcess Wealth Management, LLC | 0.00% | Add +0.4% | 3,505 | $248K |
| Corient Private Wealth LP | 0.00% | Reduce -6.6% | 3,453 | $245K |
| Capital Management Corp. | 0.04% | Reduce -1.3% | 3,160 | $224K |
| RMR Wealth Builders | 0.02% | Reduce -0.6% | 3,155 | $224K |
| Apollon Wealth Management, LLC | 0.00% | No change | 2,982 | $211K |
| Peterson Wealth Advisors, LLC | 0.03% | Add +0.3% | 2,910 | $206K |
| Nova Wealth Management, Inc. | 0.13% | Reduce -1.7% | 2,749 | $195K |
| REAP Financial Group, LLC | 0.03% | Reduce -5.4% | 2,098 | $149K |
| SJS Investment Consulting Inc. | 0.02% | No change | 1,726 | $122K |
| IFP Advisors, Inc | 0.00% | No change | 1,674 | $119K |
| GPS Wealth Strategies Group, LLC | 0.08% | No change | 1,375 | $97K |
| Coastline Trust Co | 0.01% | No change | 1,230 | $87K |
| Comerica Bank | 0.00% | No change | 1,011 | $72K |
| Creative Financial Designs Inc. | 0.00% | No change | 994 | $70K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 939 | $67K |
| Ancora Advisors LLC | 0.00% | No change | 835 | $59K |
| Allworth Financial LP | 0.00% | Reduce -22.0% | 806 | $57K |
| Advisors Preferred, LLC | 0.01% | Reduce -36.2% | 758 | $54K |
| Geneos Wealth Management Inc. | 0.00% | No change | 640 | $45K |
| MAI Capital Management | 0.00% | Reduce -54.9% | 481 | $34K |
| MidFirst Bank | 0.00% | — | 280 | $20K |
| Arax Advisory Partners | 0.00% | New | 211 | $15K |
| Triumph Capital Management | 0.00% | New | 200 | $14K |
| Smartleaf Asset Management LLC | 0.00% | No change | 132 | $9K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -18.8% | 130 | $9K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -10.5% | 111 | $8K |
| Spire Wealth Management | 0.00% | No change | 100 | $7K |
| Covestor Ltd | 0.00% | No change | 96 | $7K |
| Blue Trust, Inc. | 0.00% | No change | 81 | $6K |
| SHP Wealth Management | 0.00% | — | 45 | $3K |
| Darwin Wealth Management, LLC | 0.00% | No change | 35 | $2K |
| Assetmark, Inc. | 0.00% | New | 12 | $850 |
"% 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.