Skip to content
Disclosery

EPS WISDOMTREE TR

Follow

US LARGECAP FUND (fund)

173 managers (174 13F filers) reported a position in EPS shares at 2026-06-30, 12,799,412 shares in all. 14 filers opened a position and 11 filers sold out during the quarter.

Managers
173
13F filers
174
New
14
Added
64
Reduced
47
Sold out
11
Shares held by filers
12,799,412

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Fiduciary Trust Coin group Fiduciary Trust Co1,778,576$138M1.5%-80,55813F-HRTimelineGroup
LPL Financial LLC1,638,719$127M0.03%+126,34113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY928,869$72.3M<0.01%+39,19313F-HRTimelineGroup
Garrett Wealth Advisory Group, LLC752,712$58.6M9%+2,67913F-HRTimeline
Cetera Investment Advisers687,129$53.5M0.05%+27,10713F-HRTimeline
Private Advisor Group, LLC664,596$51.7M0.24%-28,99613F-HRTimeline
INTEGRITY ALLIANCE, LLC.562,910$43.8M1.38%+300,46213F-HRTimeline
WealthPlan Investment Management, LLC516,386$40.2M2%+57,24913F-HRTimeline
Team Financial Group, LLC457,411$35.6M15.11%+6,63813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC382,217$29.7M0.1%+101,00613F-HRTimelineGroup
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …304,306$23.7M3.84%13F-HRTimelineGroup
IEQ CAPITAL, LLC265,154$20.6M0.1%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC233,980$18.2M4.07%+157,11913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…198,886$15.5M0.01%+2,06913F-HRTimelineGroup
Stenger Family Office, LLC184,220$14.3M2.28%-7,74813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/175,418$13.6M<0.01%-15,94213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO172,483$13.4M<0.01%+4,75613F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth141,071$11M0.01%-35213F-HRTimelineGroup
Maia Wealth LLC119,691$9.31M1.37%+23,43713F-HRTimeline
EASTERN BANK117,104$9.11M0.14%+6,97013F-HRTimeline
UBS Group AGgroup of 2 filers holding111,316$8.66M+2,912Timeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…107,375$8.35M0.17%+90,48513F-HRTimelineGroup
Marietta Wealth Management, LLC99,476$7.74M0.8%-11413F-HRTimeline
Creative Planningin group Creative Planning88,954$6.92M<0.01%-81513F-HRTimelineGroup
VISTA INVESTMENT MANAGEMENT85,033$6.61M2%+35313F-HRTimeline
NewSquare Capital LLC81,624$6.35M0.47%+2,26813F-HRTimeline
TopTier Wealth Management, LLC80,257$6.24M3.77%+9113F-HRTimeline
HARBOUR INVESTMENTS, INC.78,304$6.09M0.08%+2,62413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN75,686$5.89M<0.01%-1,89813F-HRTimelineGroup
WealthPLAN Partners, LLC75,492$5.87M1.12%+33,56013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC74,209$5.77M<0.01%+2,36213F-HRTimelineGroup
TOWLE & CO61,916$4.82M1.63%+23,11013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP60,129$4.6M<0.01%+9,75013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC52,053$4.05M<0.01%+11,74913F-HRTimelineGroup
Prime Capital Investment Advisors, LLC50,479$3.93M0.04%-41913F-HRTimeline
Integrity Advisory Solutions, LLC47,995$3.73M0.38%+33,65013F-HRTimeline
LOWE BROCKENBROUGH & CO INC46,252$3.6M0.16%013F-HRTimeline
Betterment LLC44,201$3.44M0.01%-2,26013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC44,167$3.44M<0.01%+16213F-HRTimelineGroup
AssuredPartners Investment Advisors, LLC43,057$3.35M0.32%-12713F-HRTimeline
WealthPoint Financial, LLC38,025$2.96M2.16%+61913F-HRTimeline
BEACON FINANCIAL GROUP37,449$2.91M0.26%-50913F-HRTimeline
Systelligence, LLC36,233$2.82M0.47%-107,24913F-HRTimeline
Pine Valley Investments Ltd Liability Co36,128$2.81M0.12%+7,50013F-HRTimeline
ROCKLAND TRUST CO35,556$2.77M0.11%-5213F-HRTimeline
LongView Wealth Management35,350$2.75M0.71%+2,53213F-HRTimeline
Modera Wealth Management, LLC34,935$2.72M0.03%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA31,121$2.42M<0.01%+4,99313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC27,701$2.15M<0.01%-37,02913F-HRTimelineGroup
Chicago Partners Investment Group LLC26,434$2.04M0.04%+1,22513F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC24,025$1.87M0.05%+62613F-HRTimeline
Global Retirement Partners, LLC23,401$1.82M0.03%13F-HRTimeline
Advisory Alpha, LLC22,500$1.75M0.04%-1,10613F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP21,500$1.67M<0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC21,418$1.67M<0.01%-25213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.20,839$1.62M<0.01%-14,06613F-HRTimelineGroup
FMR LLCin group FMR LLC19,928$1.55M<0.01%+93813F-HRTimelineGroup
Wealthspire Advisors, LLC17,778$1.38M0.01%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…16,560$1.31M<0.01%+5,90013F-HRTimeline
UPTICK PARTNERS, LLC16,644$1.29M0.2%+1,52013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.13,961$1.09M<0.01%-16213F-HRTimelineGroup
Beacon Financial Advisory LLC13,946$1.08M0.21%-44213F-HRTimeline
Mariner, LLCin group Mariner, LLC13,608$1.06M<0.01%+2,66013F-HRTimelineGroup
Herold Advisors, Inc.13,470$1.05M0.21%-1,00013F-HRTimeline
Savvy Advisors, Inc.13,064$1.02M0.02%new13F-HRTimeline
Arkadios Wealth Advisors12,245$953K0.01%+20813F-HRTimeline
Atria Investments, Inc12,194$949K0.01%+55213F-HRTimeline
Steward Partners Investment Advisory, L…12,052$938K<0.01%-7713F-HRTimeline
Summit Financial, LLC12,024$935K0.01%-1,33113F-HRTimeline
CENTAURUS FINANCIAL, INC.11,878$924K0.04%-17313F-HRTimeline
Triad Wealth Partners, LLC11,159$890K0.05%-10913F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC11,149$867K0.06%+7,66413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC10,231$796K<0.01%+2,60013F-HRTimeline
Essential Planning, LLC.10,012$779K0.22%-41313F-HRTimeline
Family Capital Management, Inc.10,000$778K0.3%013F-HRTimeline
Quartz Partners, LLC9,558$744K0.24%+31313F-HRTimeline
VERUS CAPITAL PARTNERS, LLC9,418$733K0.04%+60613F-HRTimeline
Seek First Inc.8,801$685K0.43%+2613F-HRTimeline
Melone Private Wealth, LLC8,639$672K0.26%-11913F-HRTimeline
Cornerstone Wealth Management, LLC8,638$672K0.03%-6513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC8,637$672K<0.01%013F-HRTimelineGroup
PARSONS CAPITAL MANAGEMENT INC/RI8,614$670K0.03%-34413F-HRTimeline
Institute for Wealth Management, LLC.8,575$667K0.06%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…8,472$659K0.01%-2,56413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP8,249$642K<0.01%-14013F-HRTimelineGroup
Berger Financial Group, Inc8,136$633K0.03%013F-HRTimeline
Bouchey Financial Group, Ltd.7,815$608K0.04%013F-HRTimeline
Brand Asset Management Group, Inc.7,802$607K0.13%-10113F-HRTimeline
E&G Advisors, LLC7,630$594K0.11%+22513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC7,388$575K<0.01%-791,40113F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,232$563K<0.01%-61013F-HRTimelineGroup
Integrated Wealth Concepts LLC7,014$546K<0.01%+2,48813F-HRTimeline
Investment Partners Asset Management, I…6,717$523K0.29%+34513F-HRTimeline
Redwood Financial Network Corp6,689$520K0.29%013F-HRTimeline
United Advisor Group, LLC6,659$518K0.05%+1,07813F-HRTimeline
Kelman-Lazarov, Inc.6,495$505K0.07%013F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…6,433$500K0.01%+1313F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6,354$494K0.01%new13F-HRTimelineGroup
SWMG, LLC6,235$491K0.12%-63413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV6,299$490K<0.01%+2,95013F-HR/ATimeline
Belpointe Asset Management LLC6,098$474K0.02%+1,24413F-HRTimeline
IFG Advisory, LLC5,936$462K0.02%new13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP5,598$435K<0.01%013F-HRTimelineGroup
WEDBUSH SECURITIES INC5,424$422K0.01%+71513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP5,383$419K<0.01%-27613F-HRTimelineGroup
OPTIMA CAPITAL LLC5,352$416K0.16%+8513F-HRTimeline
Strategic Financial Concepts, LLC5,238$407K0.12%-15013F-HRTimeline
NewEdge Advisors, LLC5,066$394K<0.01%+1213F-HRTimeline
MML INVESTORS SERVICES, LLC4,991$388K<0.01%+98313F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC4,968$386K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,943$385K<0.01%+1,07113F-HRTimelineGroup
IFS Advisors, LLC4,793$373K0.18%-8013F-HRTimeline
Focus Financial Network, Inc.4,787$372K0.01%+6913F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT4,723$367K0.02%013F-HRTimelineGroup
Advisor Resource Council4,378$343K0.11%-1713F-HRTimeline
ASHTON THOMAS SECURITIES, LLC4,380$341K0.05%013F-HRTimeline
Founders Financial Alliance, LLC4,327$337K0.04%+2713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,306$335K<0.01%+33713F-HRTimelineGroup
Advisory Services Network, LLC4,235$329K<0.01%013F-HRTimeline
CGN Advisors LLC4,210$327K0.02%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC4,163$324K<0.01%013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP4,151$323K<0.01%-1913F-HR/ATimelineGroup
CoreCap Advisors, LLC4,137$322K0.01%+413F-HRTimeline
AE Wealth Management LLC3,910$304K<0.01%-14213F-HRTimeline
MOLLER WEALTH PARTNERS3,730$290K0.05%013F-HRTimeline
Cambridge Investment Research Advisors,…3,711$289K<0.01%-33013F-HR/ATimeline
LANARK FINANCIAL, INC.3,709$289K0.02%+9413F-HRTimeline
Mutual Advisors, LLC3,572$278K0.01%013F-HRTimeline
Walkner Condon Financial Advisors LLC3,545$276K0.03%013F-HRTimeline
UMB Bank, n.a.3,517$274K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AXXCESS WEALTH MANAGEMENT, LLC3,483$271K<0.01%-713F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.3,460$269K0.2%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC3,430$267K<0.01%+513F-HRTimeline
EP Wealth Advisors, LLC3,412$265K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC3,273$255K<0.01%-1113F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC3,084$240K0.12%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC2,982$232K<0.01%013F-HRTimelineGroup
Peterson Wealth Advisors, LLC2,905$226K0.03%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,818$219K<0.01%new13F-HRTimelineGroup
Signal Advisors Wealth, LLC2,778$216K0.01%-47113F-HRTimeline
RMR Wealth Builders2,694$210K0.01%new13F-HRTimeline
IMA Advisory Services, Inc.2,226$173K0.01%new13F-HRTimeline
Nova Wealth Management, Inc.2,042$159K0.09%-16913F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…1,950$152K0.01%013F-HRTimeline
SJS Investment Consulting Inc.1,726$134K0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,300$101K<0.01%new13F-HRTimelineGroup
Coastline Trust Co1,230$95.7K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Geneos Wealth Management Inc.1,090$84.8K<0.01%+45013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,011$78.6K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV994$77.3K<0.01%013F-HRTimeline
Kilter Group LLC933$72.6K0.03%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC835$65K<0.01%013F-HRTimelineGroup
Allworth Financial LP806$62.7K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC668$52K<0.01%new13F-HRTimeline
REAP Financial Group, LLC627$48.8K0.01%-1,02313F-HRTimeline
PRIVATE TRUST CO NA585$45.5K<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS507$39.4K<0.01%new13F-HRTimeline
Meramec Financial Planners, LLC391$30.3K0.01%+113F-HRTimeline
Vision Retirement, LLC342$26.6K0.01%new13F-HRTimeline
MidFirst Bank246$19.1K<0.01%013F-HRTimeline
Covestor Ltd228$18K0.01%+4013F-HRTimeline
Arax Advisory Partners231$18K<0.01%013F-HRTimeline
Triumph Capital Management200$15.6K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC139$10.8K<0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC132$10.2K<0.01%013F-HRTimeline
Planning Strategies Inc.118$9.18K0.01%13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources105$8.17K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management100$7.78K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.81$6.3K<0.01%013F-HRTimeline
Main Street Group, LTD50$3.89K<0.01%013F-HRTimeline
SHP Wealth Management45$3.5K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC35$2.72K<0.01%013F-HRTimeline
MATHER GROUP, LLC.9$700<0.01%013F-HRTimeline