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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+723+16.0%5,249$408.34KQ2 2026Sep 09, 2026
M&T Bank CorpSell-5,925-100.0%0$0.00Q2 2026Sep 04, 2026
Corient Private Wealth LlcSell-19-0.5%4,151$322.91KQ2 2026Aug 27, 2026
Mercer Global Advisors IncBuy+2,950+88.1%6,299$490.00KQ2 2026Aug 19, 2026
Centaurus Financial, Inc.Sell-173-1.4%11,878$924.00KQ2 2026Aug 17, 2026
Ameritas Advisory Services, LlcBuy+90,485+535.7%107,375$8.35MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+27,70127,701$2.15MQ2 2026Aug 14, 2026
Two Sigma Investments, LpBuy+21,50021,500$1.67MQ2 2026Aug 14, 2026
Bank Of America CorpSell-15,942-8.3%175,418$13.65MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-14,066-40.3%20,839$1.62MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+11,749+29.2%52,053$4.05MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+9,750+19.4%60,129$4.60MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+5,9365,936$461.76KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+4,993+19.1%31,121$2.42MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+2,8182,818$219.21KQ2 2026Aug 14, 2026
Betterment LlcSell-2,260-4.9%44,201$3.44MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-1,898-2.4%75,686$5.89MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-610-7.8%7,232$562.58KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+507507$39.42KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+162+0.4%44,167$3.44MQ2 2026Aug 14, 2026
Fiduciary Trust CoSell-80,558-4.3%1,778,576$138.36MQ2 2026Aug 13, 2026
Morgan StanleyBuy+39,193+4.4%928,869$72.26MQ2 2026Aug 13, 2026
Ubs Group AgBuy+2,912+3.3%90,272$7.02MQ2 2026Aug 13, 2026
Mariner, LlcBuy+2,660+24.3%13,608$1.06MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+1,3001,300$101.13KQ2 2026Aug 13, 2026
Fmr LlcBuy+938+4.9%19,928$1.55MQ2 2026Aug 13, 2026
O'Shaughnessy Asset Management, LlcBuy+668668$51.96KQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcSell-77-0.6%12,052$937.52KQ2 2026Aug 13, 2026
Jpmorgan Chase & CoBuy+172,483172,483$13.36MQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+27,107+4.1%687,129$53.45MQ2 2026Aug 12, 2026
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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.