WISDOMTREE US LARGE CAP FUND (EPS) Institutional Ownership Changes & 13F Activity
WISDOMTREE US LARGE CAP FUND (EPS). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Jpmorgan Chase & Co, Ameritas Advisory Services, Llc, Fiduciary Trust Co, Morgan Stanley, and Ameriprise Financial Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +723 | +16.0% | 5,249 | $408.34K | Q2 2026 | Sep 09, 2026 |
| M&T Bank Corp | Sell | -5,925 | -100.0% | 0 | $0.00 | Q2 2026 | Sep 04, 2026 |
| Corient Private Wealth Llc | Sell | -19 | -0.5% | 4,151 | $322.91K | Q2 2026 | Aug 27, 2026 |
| Mercer Global Advisors Inc | Buy | +2,950 | +88.1% | 6,299 | $490.00K | Q2 2026 | Aug 19, 2026 |
| Centaurus Financial, Inc. | Sell | -173 | -1.4% | 11,878 | $924.00K | Q2 2026 | Aug 17, 2026 |
| Ameritas Advisory Services, Llc | Buy | +90,485 | +535.7% | 107,375 | $8.35M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +27,701 | — | 27,701 | $2.15M | Q2 2026 | Aug 14, 2026 |
| Two Sigma Investments, Lp | Buy | +21,500 | — | 21,500 | $1.67M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -15,942 | -8.3% | 175,418 | $13.65M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -14,066 | -40.3% | 20,839 | $1.62M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +11,749 | +29.2% | 52,053 | $4.05M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +9,750 | +19.4% | 60,129 | $4.60M | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +5,936 | — | 5,936 | $461.76K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +4,993 | +19.1% | 31,121 | $2.42M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +2,818 | — | 2,818 | $219.21K | Q2 2026 | Aug 14, 2026 |
| Betterment Llc | Sell | -2,260 | -4.9% | 44,201 | $3.44M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -1,898 | -2.4% | 75,686 | $5.89M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -610 | -7.8% | 7,232 | $562.58K | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +507 | — | 507 | $39.42K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +162 | +0.4% | 44,167 | $3.44M | Q2 2026 | Aug 14, 2026 |
| Fiduciary Trust Co | Sell | -80,558 | -4.3% | 1,778,576 | $138.36M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +39,193 | +4.4% | 928,869 | $72.26M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +2,912 | +3.3% | 90,272 | $7.02M | Q2 2026 | Aug 13, 2026 |
| Mariner, Llc | Buy | +2,660 | +24.3% | 13,608 | $1.06M | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Buy | +1,300 | — | 1,300 | $101.13K | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Buy | +938 | +4.9% | 19,928 | $1.55M | Q2 2026 | Aug 13, 2026 |
| O'Shaughnessy Asset Management, Llc | Buy | +668 | — | 668 | $51.96K | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Sell | -77 | -0.6% | 12,052 | $937.52K | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +172,483 | — | 172,483 | $13.36M | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +27,107 | +4.1% | 687,129 | $53.45M | Q2 2026 | Aug 12, 2026 |
Frequently asked questions about EPS activity
Which institutional owners are buying EPS?
Institutional owners buying EPS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in EPS activity?
"Buy" means an investor increased their reported position in EPS compared to the prior reporting period. This reflects growing exposure to WISDOMTREE US LARGE CAP FUND (EPS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in EPS increasing?
Institutional interest in EPS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.