Wisdomtree US Large Cap FundEPSETF
13F holders, Q1 2026 (March 31)172holders +11
27new positions
13sold out
2famous investors
$68.08avg. 13F price*
At the end of Q1 2026, 172 institutions reported holding Wisdomtree US Large Cap Fund (EPS) in their 13F filings, up 11 from Q4 2025. 27 opened new positions and 13 sold out. The largest holders were Fiduciary Trust Co ($126.6M), LPL Financial LLC ($103.0M) and Morgan Stanley ($60.6M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $24.0M |
| Exits | 13 | $18.3M |
All 13F filers, Q4 2025 → Q1 2026: 1,011,683 shares bought and 859,843 shares sold, net +151,840 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 172 holders
| Fiduciary Trust Co | 1.50% | Reduce -2.0% | 1,859,134 | $126.6M |
| LPL Financial LLC | 0.03% | Add +5.6% | 1,512,378 | $103.0M |
| Morgan Stanley | 0.00% | Reduce -1.1% | 889,676 | $60.6M |
| Lido Advisors, LLC | 0.22% | Reduce -3.8% | 798,789 | $54.4M |
| Garrett Wealth Advisory Group, LLC | 9.09% | Reduce -8.9% | 750,033 | $51.1M |
| Private Advisor Group, LLC | 0.22% | Add +5.3% | 693,592 | $47.2M |
| Cetera Investment Advisers | 0.05% | Add +7.9% | 660,022 | $45.0M |
| Cwm, LLC | 0.08% | Add +7.3% | 465,565 | $31.7M |
| WealthPlan Investment Management, LLC | 1.74% | Add +96.8% | 459,137 | $31.3M |
| Team Financial Group, LLC | 13.94% | Add +0.7% | 450,773 | $30.7M |
| Financial Gravity Asset Management, Inc. | 3.48% | Add +3.8% | 286,548 | $19.5M |
| Kestra Advisory Services, LLC | 0.07% | Add +13.6% | 281,211 | $19.2M |
| Ieq Capital, LLC | 0.08% | No change | 265,154 | $18.1M |
| Integrity Alliance, Llc. | 0.68% | Add +4.0% | 262,448 | $17.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +3.7% | 196,817 | $13.4M |
| Stenger Family Office, LLC | 2.31% | New | 191,968 | $13.1M |
| Bank of America Corp. | 0.00% | Reduce -8.4% | 191,360 | $13.0M |
| JPMorgan Chase & Co. | 0.00% | Add +21.4% | 167,727 | $11.1M |
| Systelligence, LLC | 1.90% | Reduce -33.2% | 143,482 | $9.8M |
| Focus Partners Wealth | 0.01% | Add +0.1% | 141,423 | $9.6M |
| Win Advisors, Inc. | 4.01% | Reduce -10.4% | 128,568 | $8.8M |
| Eastern Bank | 0.13% | No change | 110,134 | $7.5M |
| Marietta Wealth Management, LLC | 0.81% | Add +0.8% | 99,590 | $6.8M |
| Maia Wealth LLC | 1.11% | Add +34.8% | 96,254 | $6.6M |
| Creative Planning | 0.00% | Reduce -0.7% | 89,769 | $6.1M |
| UBS Group AG | 0.00% | Add +3.0% | 87,360 | $6.0M |
| Vista Investment Management | 1.93% | Reduce -2.3% | 84,680 | $5.8M |
| TopTier Wealth Management, LLC | 3.36% | Reduce -0.0% | 80,166 | $5.5M |
| NewSquare Capital LLC | 0.47% | Add +3.7% | 79,356 | $5.4M |
| Wells Fargo & Company | 0.00% | Reduce -4.3% | 77,584 | $5.3M |
| Harbour Investments, Inc. | 0.08% | Add +24.1% | 75,680 | $5.2M |
| Flagship Wealth Advisors, LLC | 2.11% | Reduce -61.0% | 76,861 | $4.9M |
| Citigroup Inc. | 0.00% | Add +14.3% | 71,847 | $4.9M |
| Ameriprise Financial Inc. | 0.00% | Add +8.1% | 64,730 | $4.4M |
| Prime Capital Investment Advisors, LLC | 0.04% | Reduce -3.7% | 50,898 | $3.5M |
| Jones Financial Companies LLLP | 0.00% | Add +7.1% | 50,379 | $3.3M |
| Betterment LLC | 0.01% | Reduce -3.7% | 46,461 | $3.2M |
| Lowe Brockenbrough & Co. Inc. | 0.16% | No change | 46,252 | $3.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -3.5% | 44,005 | $3.0M |
| AssuredPartners Investment Advisors, LLC | 0.32% | Reduce -0.2% | 43,184 | $3.0M |
| WealthPLAN Partners, LLC | 0.55% | Add +342.3% | 41,932 | $2.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -36.2% | 40,304 | $2.7M |
| Towle & Co. | 1.03% | New | 38,806 | $2.6M |
| Beacon Financial Group | 0.26% | Reduce -1.5% | 37,958 | $2.6M |
| WealthPoint Financial, LLC | 2.13% | Add +7.8% | 37,406 | $2.5M |
| Rockland Trust Co. | 0.10% | Reduce -1.7% | 35,608 | $2.4M |
| LongView Wealth Management | 0.60% | Add +85.3% | 32,818 | $2.4M |
| Modera Wealth Management, LLC | 0.03% | Reduce -0.5% | 34,935 | $2.4M |
| Osaic Holdings, Inc. | 0.00% | Reduce -35.1% | 34,905 | $2.4M |
| Pine Valley Investments Ltd Liability Co | 0.09% | Add +2.4% | 28,628 | $1.9M |
| Chicago Partners Investment Group LLC | 0.04% | Reduce -3.3% | 25,209 | $1.9M |
| Royal Bank of Canada | 0.00% | Add +0.8% | 26,128 | $1.8M |
| KMG Fiduciary Partners, LLC | 0.13% | Reduce -7.6% | 25,179 | $1.7M |
| Advisory Alpha, LLC | 0.04% | Reduce -1.6% | 23,606 | $1.6M |
| Daymark Wealth Partners, LLC | 0.05% | New | 23,399 | $1.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +68.0% | 21,670 | $1.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 21,044 | $1.4M |
| FMR LLC | 0.00% | Reduce -3.1% | 18,990 | $1.3M |
| GM Advisory Group, LLC | 0.05% | Add +4.4% | 17,700 | $1.2M |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -10.9% | 16,890 | $1.2M |
| Uptick Partners, LLC | 0.21% | Add +57.1% | 15,124 | $1.0M |
| Herold Advisors, Inc. | 0.22% | Reduce -6.5% | 14,470 | $986K |
| Beacon Financial Advisory LLC | 0.22% | Reduce -7.4% | 14,388 | $980K |
| Integrity Advisory Solutions, LLC | 0.13% | Add +17.6% | 14,345 | $977K |
| BlackRock, Inc. | 0.00% | No change | 14,123 | $962K |
| Citadel Advisors | 0.00% | Add +135.8% | 14,060 | $958K |
| Summit Financial, LLC | 0.01% | Reduce -16.5% | 13,355 | $910K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -1.8% | 12,129 | $826K |
| Centaurus Financial, Inc. | 0.04% | Reduce -1.5% | 12,051 | $821K |
| Arkadios Wealth Advisors | 0.01% | Reduce -11.4% | 12,037 | $820K |
| Atria Investments, Inc | 0.01% | Reduce -2.2% | 11,642 | $793K |
| Triad Wealth Partners, LLC | 0.06% | Reduce -42.5% | 11,268 | $767K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -68.9% | 11,036 | $752K |
| Mariner, LLC | 0.00% | Add +0.3% | 10,948 | $746K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -52.3% | 10,660 | $732K |
| Essential Planning, LLC. | 0.23% | Add +0.0% | 10,425 | $710K |
| Family Capital Management, Inc. | 0.30% | No change | 10,000 | $681K |
| Quartz Partners, LLC | 0.24% | Reduce -9.3% | 9,245 | $630K |
| Parsons Capital Management Inc. | 0.03% | Reduce -0.8% | 8,958 | $610K |
| Parkside Financial Bank & Trust | 0.05% | No change | 8,816 | $600K |
| Verus Capital Partners, LLC | 0.04% | Add +1.9% | 8,812 | $600K |
| Seek First Inc. | 0.42% | Reduce -9.3% | 8,775 | $598K |
| Melone Private Wealth, LLC | 0.24% | Add +0.0% | 8,758 | $597K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +0.1% | 8,703 | $593K |
| AQR Capital Management | 0.00% | New | 8,637 | $588K |
| Institute for Wealth Management, LLC. | 0.06% | No change | 8,575 | $584K |
| Stifel Financial Corp. | 0.00% | Reduce -32.2% | 8,389 | $571K |
| Bouchey Financial Group, Ltd. | 0.04% | No change | 7,815 | $557K |
| Berger Financial Group, Inc | 0.03% | Add +0.1% | 8,136 | $554K |
| Brand Asset Management Group, Inc. | 0.14% | Reduce -5.8% | 7,903 | $538K |
| Susquehanna International Group, LLP | 0.00% | Reduce -91.2% | 7,842 | $534K |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.6% | 7,631 | $520K |
| E&G Advisors, LLC | 0.11% | No change | 7,405 | $504K |
| Swmg, LLC | 0.13% | Add +0.3% | 6,869 | $468K |
| Redwood Financial Network Corp | 0.30% | No change | 6,689 | $456K |
| Kelman-Lazarov, Inc. | 0.06% | Add +66.7% | 6,495 | $442K |
| Western Wealth Management, LLC | 0.02% | New | 6,477 | $441K |
| Capital Group Private Client Services, Inc. | 0.01% | Add +0.2% | 6,420 | $437K |
| Investment Partners Asset Management, Inc. | 0.27% | New | 6,372 | $434K |
| Truist Financial Corp. | 0.00% | New | 5,659 | $404K |
"% 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.