EPS Institutional Ownership & Shareholders
WISDOMTREE US LARGE CAP FUND (EPS) is currently held by 176 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.02B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Fiduciary Trust Co is currently the largest disclosed institutional shareholder of EPS tracked by InsiderSet, reporting ownership valued at approximately $138.36M in its June 30, 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 $140.47M, representing an estimated gain of +1.53% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% 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
176
Total Reported Value
$1.02B
Largest Holder
Fiduciary Trust Co
Largest Position
$138.36M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
40
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% | 1,778,576 | $138,355,427 | $140,471,932 | +$2,116,505 | +1.53% | |
| Lpl Financial Llc | 0.03% | 1,638,719 | $127,475,955 | $129,426,027 | +$1,950,072 | +1.53% | |
| Morgan Stanley | 0.00% | 928,869 | $72,256,781 | $73,362,074 | +$1,105,293 | +1.53% | |
| Garrett Wealth Advisory Group, Llc | 9.14% | 752,239 | $60,141,477 | $59,411,836 | -$729,641 | -1.21% | |
| Cetera Investment Advisers | 0.05% | 687,129 | $53,451,758 | $54,269,448 | +$817,690 | +1.53% | |
| Private Advisor Group, Llc | 0.24% | 664,596 | $51,698,929 | $52,489,792 | +$790,863 | +1.53% | |
| Integrity Alliance, Llc. | 1.43% | 581,915 | $46,524,151 | $45,959,647 | -$564,504 | -1.21% | |
| Wealthplan Investment Management, Llc | 2.19% | 564,250 | $45,111,804 | $44,564,465 | -$547,339 | -1.21% | |
| Team Financial Group, Llc | 14.42% | 456,491 | $36,496,425 | $36,053,659 | -$442,766 | -1.21% | |
| Cwm, Llc | 0.08% | 465,565 | $31,709,632 | $36,770,324 | +$5,060,692 | +15.96% | |
| Kestra Advisory Services, Llc | 0.09% | 380,371 | $30,410,693 | $30,041,702 | -$368,991 | -1.21% | |
| Ieq Capital, Llc | 0.10% | 265,154 | $20,626,330 | $20,941,863 | +$315,533 | +1.53% | |
| Financial Gravity Asset Management, Inc. | 3.47% | 286,548 | $19,516,756 | $22,631,561 | +$3,114,805 | +15.96% | |
| Flagship Wealth Advisors, Llc | 4.07% | 233,980 | $18,201,304 | $18,479,740 | +$278,436 | +1.53% | |
| Stenger Family Office, Llc | 1.98% | 176,982 | $14,431,073 | $13,978,038 | -$453,035 | -3.14% | |
| Bank Of America Corp | 0.00% | 175,418 | $13,645,780 | $13,854,514 | +$208,734 | +1.53% | |
| Jpmorgan Chase & Co | 0.00% | 172,483 | $13,355,437 | $13,622,707 | +$267,270 | +2.00% | |
| Maia Wealth Llc | 1.84% | 166,342 | $13,299,039 | $13,137,691 | -$161,348 | -1.21% | |
| Focus Partners Wealth | 0.01% | 141,071 | $10,973,969 | $11,141,788 | +$167,819 | +1.53% | |
| Eastern Bank | 0.14% | 116,581 | $9,320,651 | $9,207,567 | -$113,084 | -1.21% | |
| Ameritas Advisory Services, Llc | 0.17% | 107,375 | $8,352,690 | $8,480,478 | +$127,788 | +1.53% | |
| Wealthplan Partners, Llc | 1.42% | 96,254 | $7,695,531 | $7,602,141 | -$93,390 | -1.21% | |
| Marietta Wealth Management, Llc | 0.81% | 95,022 | $7,660,697 | $7,504,838 | -$155,859 | -2.03% | |
| Creative Planning | 0.00% | 88,113 | $7,044,670 | $6,959,165 | -$85,505 | -1.21% | |
| Ubs Group Ag | 0.00% | 90,272 | $7,022,259 | $7,129,683 | +$107,424 | +1.53% | |
| Vista Investment Management | 2.00% | 85,033 | $6,614,717 | $6,715,906 | +$101,189 | +1.53% | |
| Toptier Wealth Management, Llc | 3.74% | 79,939 | $6,391,109 | $6,313,582 | -$77,527 | -1.21% | |
| Newsquare Capital Llc | 0.47% | 81,624 | $6,349,531 | $6,446,664 | +$97,133 | +1.53% | |
| Harbour Investments, Inc. | 0.08% | 78,304 | $6,091,276 | $6,184,450 | +$93,174 | +1.53% | |
| Wells Fargo & Company/Mn | 0.00% | 75,686 | $5,887,624 | $5,977,680 | +$90,056 | +1.53% | |
| Citigroup Inc | 0.00% | 74,209 | $5,772,718 | $5,861,027 | +$88,309 | +1.53% | |
| Towle & Co | 1.63% | 61,916 | $4,816,446 | $4,890,126 | +$73,680 | +1.53% | |
| Jones Financial Companies Lllp | 0.00% | 60,129 | $4,599,267 | $4,748,988 | +$149,721 | +3.26% | |
| Integrity Advisory Solutions, Llc | 0.47% | 55,714 | $4,454,402 | $4,400,292 | -$54,110 | -1.21% | |
| Goldman Sachs Group Inc | 0.00% | 52,053 | $4,049,203 | $4,111,146 | +$61,943 | +1.53% | |
| Prime Capital Investment Advisors, Llc | 0.04% | 48,000 | $3,837,601 | $3,791,040 | -$46,561 | -1.21% | |
| Lowe Brockenbrough & Co Inc | 0.16% | 46,252 | $3,597,942 | $3,652,983 | +$55,041 | +1.53% | |
| Betterment Llc | 0.01% | 44,201 | $3,438,000 | $3,490,995 | +$52,995 | +1.54% | |
| Raymond James Financial Inc | 0.00% | 44,167 | $3,435,721 | $3,488,310 | +$52,589 | +1.53% | |
| Assuredpartners Investment Advisors, Llc | 0.32% | 43,057 | $3,349,435 | $3,400,642 | +$51,207 | +1.53% | |
| Longview Wealth Management | 0.75% | 38,870 | $3,107,687 | $3,069,953 | -$37,734 | -1.21% | |
| Beacon Financial Group | 0.27% | 37,172 | $2,971,930 | $2,935,845 | -$36,085 | -1.21% | |
| Wealthpoint Financial, Llc | 2.16% | 38,025 | $2,957,965 | $3,003,215 | +$45,250 | +1.53% | |
| Rockland Trust Co | 0.11% | 35,316 | $2,823,514 | $2,789,258 | -$34,256 | -1.21% | |
| Systelligence, Llc | 0.47% | 36,233 | $2,818,565 | $2,861,682 | +$43,117 | +1.53% | |
| Pine Valley Investments Ltd Liability Co | 0.12% | 36,128 | $2,810,381 | $2,853,389 | +$43,008 | +1.53% | |
| Modera Wealth Management, Llc | 0.03% | 34,935 | $2,793,054 | $2,759,166 | -$33,888 | -1.21% | |
| Royal Bank Of Canada | 0.00% | 31,121 | $2,420,000 | $2,457,937 | +$37,937 | +1.57% | |
| Ameriprise Financial Inc | 0.00% | 27,701 | $2,154,889 | $2,187,825 | +$32,936 | +1.53% | |
| Chicago Partners Investment Group Llc | 0.04% | 26,455 | $2,104,749 | $2,089,416 | -$15,333 | -0.73% |
Frequently asked questions about EPS
Who are the largest institutional holders of EPS?
The largest institutional holders of EPS reported in the latest SEC Form 13F filings include Fiduciary Trust Co, Lpl Financial Llc, Morgan Stanley, Garrett Wealth Advisory Group, Llc, and Cetera Investment Advisers. InsiderSet ranks institutional holders by their latest reported EPS position.
What is EPS institutional ownership?
This page tracks EPS positions reported by institutional investment managers through SEC Form 13F. WISDOMTREE US LARGE CAP FUND (EPS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own EPS?
InsiderSet currently tracks 176 institutional managers reporting EPS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of EPS shareholders.
How much EPS stock do institutions own?
Institutional investment managers disclosed approximately $1.02B in EPS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was EPS institutional ownership last updated?
The latest EPS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional EPS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its EPS position after the reporting date.
Are institutions buying or selling EPS?
Institutional buying and selling can be analyzed by comparing EPS positions across consecutive 13F reporting periods. InsiderSet's EPS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View EPS ownership changes.
How has EPS institutional ownership changed over time?
InsiderSet tracks EPS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.