WISDOMTREE US LARGE CAP FUND (EPS) Institutional Shareholders
WISDOMTREE US LARGE CAP FUND (EPS) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $968.57M in EPS holdings during the latest filing period.
Fiduciary Trust Co is currently the largest disclosed institutional shareholder of EPS tracked by InsiderSet, reporting ownership valued at approximately $126.63M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $146.07M, representing an estimated gain of +15.36% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 63% of the total disclosed EPS value among the investors covered in this analysis. Major shareholders include Fiduciary Trust Co, Lpl Financial Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in WISDOMTREE US LARGE CAP FUND (EPS).
This page ranks the largest institutional EPS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
169
Total Reported Value
$968.57M
Largest Holder
Fiduciary Trust Co
Largest Position
$126.63M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
141
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fiduciary Trust Co | 1.50% | 1,859,134 | $126,625,617 | $146,072,158 | +$19,446,541 | +15.36% | |
| Lpl Financial Llc | 0.03% | 1,512,378 | $103,008,089 | $118,827,539 | +$15,819,450 | +15.36% | |
| Morgan Stanley | 0.00% | 889,676 | $60,595,917 | $69,901,843 | +$9,305,926 | +15.36% | |
| Lido Advisors, Llc | 0.21% | 798,789 | $54,405,689 | $62,760,852 | +$8,355,163 | +15.36% | |
| Private Advisor Group, Llc | 0.24% | 664,596 | $51,698,929 | $52,217,308 | +$518,379 | +1.00% | |
| Garrett Wealth Advisory Group, Llc | 9.09% | 750,033 | $51,084,714 | $58,930,093 | +$7,845,379 | +15.36% | |
| Cetera Investment Advisers | 0.05% | 660,022 | $44,954,120 | $51,857,929 | +$6,903,809 | +15.36% | |
| Integrity Alliance, Llc. | 1.38% | 562,910 | $43,788,841 | $44,227,839 | +$438,998 | +1.00% | |
| Wealthplan Investment Management, Llc | 2.00% | 516,386 | $40,169,674 | $40,572,448 | +$402,774 | +1.00% | |
| Team Financial Group, Llc | 15.11% | 457,411 | $35,581,964 | $35,938,782 | +$356,818 | +1.00% | |
| Cwm, Llc | 0.08% | 465,565 | $31,709,632 | $36,579,442 | +$4,869,810 | +15.36% | |
| Kestra Advisory Services, Llc | 0.10% | 382,217 | $29,732,630 | $30,030,790 | +$298,160 | +1.00% | |
| Financial Gravity Asset Management, Inc. | 3.47% | 286,548 | $19,516,756 | $22,514,076 | +$2,997,320 | +15.36% | |
| Flagship Wealth Advisors, Llc | 4.07% | 233,980 | $18,201,304 | $18,383,809 | +$182,505 | +1.00% | |
| Ieq Capital, Llc | 0.08% | 265,154 | $18,059,639 | $20,833,150 | +$2,773,511 | +15.36% | |
| Stenger Family Office, Llc | 2.28% | 184,220 | $14,330,474 | $14,474,165 | +$143,691 | +1.00% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 196,817 | $13,405,179 | $15,463,912 | +$2,058,733 | +15.36% | |
| Bank Of America Corp | 0.00% | 191,360 | $13,033,537 | $15,035,155 | +$2,001,618 | +15.36% | |
| Focus Partners Wealth | 0.01% | 141,423 | $9,632,345 | $11,111,605 | +$1,479,260 | +15.36% | |
| Maia Wealth Llc | 1.37% | 119,691 | $9,310,727 | $9,404,122 | +$93,395 | +1.00% | |
| Eastern Bank | 0.14% | 117,104 | $9,109,520 | $9,200,861 | +$91,341 | +1.00% | |
| Win Advisors, Inc | 4.01% | 128,568 | $8,756,787 | $10,101,588 | +$1,344,801 | +15.36% | |
| Marietta Wealth Management, Llc | 0.81% | 99,590 | $6,783,043 | $7,824,786 | +$1,041,743 | +15.36% | |
| Newsquare Capital Llc | 0.47% | 81,624 | $6,349,531 | $6,413,198 | +$63,667 | +1.00% | |
| Toptier Wealth Management, Llc | 3.77% | 80,257 | $6,243,196 | $6,305,792 | +$62,596 | +1.00% | |
| Creative Planning | 0.00% | 89,769 | $6,114,177 | $7,053,150 | +$938,973 | +15.36% | |
| Ubs Group Ag | 0.00% | 87,360 | $5,950,089 | $6,863,875 | +$913,786 | +15.36% | |
| Wealthplan Partners, Llc | 1.12% | 75,492 | $5,872,509 | $5,931,406 | +$58,897 | +1.00% | |
| Vista Investment Management | 1.93% | 84,680 | $5,767,555 | $6,653,308 | +$885,753 | +15.36% | |
| Wells Fargo & Company/Mn | 0.00% | 77,584 | $5,284,244 | $6,095,775 | +$811,531 | +15.36% | |
| Harbour Investments, Inc. | 0.08% | 75,680 | $5,154,582 | $5,946,178 | +$791,596 | +15.36% | |
| Citigroup Inc | 0.00% | 71,847 | $4,893,499 | $5,645,019 | +$751,520 | +15.36% | |
| Ameriprise Financial Inc | 0.00% | 64,730 | $4,408,780 | $5,085,836 | +$677,056 | +15.36% | |
| Integrity Advisory Solutions, Llc | 0.38% | 47,995 | $3,733,538 | $3,770,967 | +$37,429 | +1.00% | |
| Prime Capital Investment Advisors, Llc | 0.04% | 50,898 | $3,466,636 | $3,999,056 | +$532,420 | +15.36% | |
| Jones Financial Companies Lllp | 0.00% | 50,379 | $3,340,631 | $3,958,278 | +$617,647 | +18.49% | |
| Lowe Brockenbrough & Co Inc | 0.16% | 46,252 | $3,150,223 | $3,634,020 | +$483,797 | +15.36% | |
| Raymond James Financial Inc | 0.00% | 44,005 | $2,997,185 | $3,457,473 | +$460,288 | +15.36% | |
| Assuredpartners Investment Advisors, Llc | 0.32% | 43,184 | $2,978,423 | $3,392,967 | +$414,544 | +13.92% | |
| Beacon Financial Group | 0.26% | 37,449 | $2,913,185 | $2,942,368 | +$29,183 | +1.00% | |
| Systelligence, Llc | 0.47% | 36,233 | $2,818,565 | $2,846,827 | +$28,262 | +1.00% | |
| Pine Valley Investments Ltd Liability Co | 0.12% | 36,128 | $2,810,381 | $2,838,577 | +$28,196 | +1.00% | |
| Rockland Trust Co | 0.11% | 35,556 | $2,765,901 | $2,793,635 | +$27,734 | +1.00% | |
| Longview Wealth Management | 0.71% | 35,350 | $2,749,883 | $2,777,449 | +$27,566 | +1.00% | |
| Goldman Sachs Group Inc | 0.00% | 40,304 | $2,745,105 | $3,166,685 | +$421,580 | +15.36% | |
| Towle & Co | 1.03% | 38,806 | $2,643,077 | $3,048,987 | +$405,910 | +15.36% | |
| Wealthpoint Financial, Llc | 2.14% | 34,691 | $2,458,204 | $2,725,672 | +$267,468 | +10.88% | |
| Modera Wealth Management, Llc | 0.03% | 34,935 | $2,379,423 | $2,744,843 | +$365,420 | +15.36% | |
| Osaic Holdings, Inc. | 0.00% | 34,905 | $2,377,391 | $2,742,486 | +$365,095 | +15.36% | |
| Chicago Partners Investment Group Llc | 0.04% | 26,434 | $2,044,378 | $2,076,919 | +$32,541 | +1.59% |
Frequently asked questions about EPS
Who owns the most EPS stock?
The largest holders of EPS are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for WISDOMTREE US LARGE CAP FUND (EPS).
Is EPS widely held by superinvestors?
Many widely followed stocks like EPS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly EPS is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.