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Disclosery

EPS WISDOMTREE TR

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US LARGECAP FUND (fund)

149 managers (149 13F filers) reported a position in EPS shares at 2025-06-30, 12,245,405 shares in all. 14 filers opened a position and 14 filers sold out during the quarter.

Managers
149
13F filers
149
New
14
Added
49
Reduced
46
Sold out
14
Shares held by filers
12,245,405

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 Co2,252,225$144M1.77%-162,71013F-HRTimelineGroup
LPL Financial LLC1,278,743$81.9M0.03%+147,48213F-HRTimeline
Private Advisor Group, LLC1,058,176$67.7M0.36%-16,81113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY934,478$59.8M<0.01%-51,98013F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC869,660$55.7M0.29%-34,20713F-HRTimelineGroup
Garrett Wealth Advisory Group, LLC792,460$50.7M10.73%+13,87713F-HRTimeline
Team Financial Group, LLC451,840$28.9M14.22%+25,40313F-HRTimeline
Cetera Investment Advisers445,451$28.5M0.05%+22,28813F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …277,453$17.8M3.49%13F-HRTimelineGroup
IEQ CAPITAL, LLC265,154$17M0.1%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC240,188$15.4M0.08%+19,06413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/213,770$13.7M<0.01%-61,05313F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.146,613$9.38M0.51%-416,15313F-HRTimeline
WIN ADVISORS, INC140,061$8.97M4.32%new13F-HRTimeline
NorthCoast Asset Management LLC139,475$8.92M0.04%+3113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO138,096$8.84M<0.01%+6,08913F-HRTimelineGroup
Systelligence, LLC111,186$7.12M1.32%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…109,748$7.02M0.01%+15,47813F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.103,286$6.61M0.04%-33813F-HRTimeline
UBS Group AGin group UBS Group AG100,724$6.45M<0.01%-13,25413F-HRTimelineGroup
Marietta Wealth Management, LLC98,447$6.3M0.82%+2,12513F-HRTimeline
Creative Planningin group Creative Planning93,914$6.01M0.01%+113F-HRTimelineGroup
FLAGSHIP WEALTH ADVISORS, LLC87,260$5.59M2.11%+7,63413F-HRTimeline
VISTA INVESTMENT MANAGEMENT82,899$5.31M1.97%+74013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN81,040$5.19M<0.01%-61113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC78,849$5.05M<0.01%+51,84113F-HRTimelineGroup
Moloney Securities Asset Management, LLC74,018$4.74M0.59%+5,11013F-HRTimeline
NewSquare Capital LLC69,955$4.48M0.33%+4,64913F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC66,789$4.28M1.51%+14,42113F-HR/ATimeline
Prime Capital Investment Advisors, LLC56,000$3.58M0.05%-2,76713F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP54,400$3.48M0.01%new13F-HRTimelineGroup
Betterment LLC52,775$3.38M0.01%+1,63213F-HRTimeline
HARBOUR INVESTMENTS, INC.47,945$3.07M0.08%+5,73113F-HRTimeline
LOWE BROCKENBROUGH & CO INC46,252$2.96M0.17%013F-HRTimeline
BEACON FINANCIAL GROUP45,957$2.94M0.31%-3613F-HRTimeline
AssuredPartners Investment Advisors, LLC43,358$2.78M0.68%-88913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…42,212$2.7M<0.01%+9,02813F-HRTimelineGroup
Maia Wealth LLC41,934$2.68M0.51%+20,42013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…37,643$2.41M0.05%-7,13113F-HRTimelineGroup
ROCKLAND TRUST CO37,404$2.39M0.12%-97713F-HRTimeline
Modera Wealth Management, LLC35,094$2.25M0.03%-10013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC34,195$2.19M<0.01%+4,74513F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC29,955$1.92M<0.01%-29,31313F-HRTimelineGroup
WealthPlan Investment Management, LLC28,537$1.83M0.13%new13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …28,020$1.79M0.12%-61913F-HR/ATimeline
KMG FIDUCIARY PARTNERS, LLC27,144$1.74M0.13%+1,34913F-HRTimeline
Chicago Partners Investment Group LLC26,237$1.73M0.05%+5513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA26,160$1.68M<0.01%-17713F-HR/ATimelineGroup
Pine Valley Investments Ltd Liability Co25,838$1.65M0.1%-3,59913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.25,019$1.6M<0.01%+18,00313F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…24,615$1.6M<0.01%+58713F-HRTimeline
Advisory Alpha, LLC24,264$1.55M0.05%-13113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC22,806$1.46M<0.01%+9,87713F-HRTimelineGroup
Global Retirement Partners, LLC21,110$1.35M0.03%13F-HRTimeline
Beacon Financial Advisory LLC20,361$1.3M0.34%-3,38713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP20,146$1.28M<0.01%+6,02813F-HRTimelineGroup
GM Advisory Group, LLC17,414$1.11M0.06%-3,46313F-HRTimeline
Herold Advisors, Inc.17,360$1.11M0.23%013F-HRTimeline
Patriot Financial Group Insurance Agenc…17,066$1.09M0.13%-1,83213F-HRTimeline
FMR LLCin group FMR LLC15,744$1.01M<0.01%-1,49513F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.14,333$917K0.01%-3,49213F-HRTimelineGroup
Arkadios Wealth Advisors13,678$876K0.03%+27013F-HRTimeline
Steward Partners Investment Advisory, L…12,514$801K0.01%-28113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding12,446$797K-54,229Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP12,086$774K<0.01%-10613F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.11,563$740K0.04%new13F-HRTimeline
Seek First Inc.10,956$701K0.57%+4013F-HR/ATimeline
Essential Planning, LLC.10,914$699K0.26%+113F-HRTimeline
Rathbones Group PLC10,790$691K<0.01%013F-HRTimeline
ORG Partners LLC10,703$686K0.15%-35913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC10,508$673K<0.01%-6013F-HRTimelineGroup
Quartz Partners, LLC10,425$667K0.31%-3313F-HRTimeline
Family Capital Management, Inc.10,000$640K0.34%013F-HRTimeline
Institute for Wealth Management, LLC.9,910$634K0.07%013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI9,437$604K0.04%-49513F-HRTimeline
Atria Investments, Inc9,209$589K0.01%+2,07213F-HRTimeline
Melone Private Wealth, LLC9,001$574K0.29%+113F-HRTimeline
Jackson Creek Investment Advisors LLC8,954$573K0.15%+2413F-HRTimeline
Parkside Financial Bank & Trust8,816$564K0.06%013F-HRTimeline
Cornerstone Wealth Management, LLC8,506$544K0.03%+1213F-HRTimeline
VERUS CAPITAL PARTNERS, LLC8,167$523K0.05%+40213F-HR/ATimeline
Berger Financial Group, Inc8,129$520K0.03%-3213F-HRTimeline
Bouchey Financial Group, Ltd.7,815$500K0.04%013F-HRTimeline
Advisor Resource Council7,317$468K0.23%new13F-HRTimeline
Kilter Group LLC7,227$463K0.21%+24313F-HRTimeline
E&G Advisors, LLC7,225$462K0.12%+6013F-HRTimeline
Redwood Financial Network Corp7,191$460K0.31%013F-HRTimeline
LANARK FINANCIAL, INC.6,797$435K0.04%-61513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC6,754$432K<0.01%+1113F-HRTimeline
NewEdge Advisors, LLC6,690$428K<0.01%new13F-HRTimeline
Huntleigh Advisors, Inc.6,498$416K0.08%-1,29913F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…6,385$409K<0.01%-213F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp5,925$379K<0.01%013F-HRTimelineGroup
IFG Advisory, LLC5,811$372K0.02%013F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT5,721$366K0.02%013F-HRTimelineGroup
OPTIMA CAPITAL LLC5,182$332K0.18%+1713F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC5,113$327K<0.01%013F-HR/ATimelineGroup
IFS Advisors, LLC4,873$312K0.24%-19013F-HRTimeline
Fort Point Capital Partners LLC4,810$308K0.03%+18013F-HRTimeline
Focus Financial Network, Inc.4,788$306K0.01%new13F-HRTimeline
MGO ONE SEVEN LLC4,728$303K0.01%-1,20413F-HRTimeline
CoreCap Advisors, LLC4,648$298K0.01%-9613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC4,645$297K<0.01%013F-HRTimelineGroup
SWMG, LLC4,476$295K0.1%new13F-HRTimeline
CGN Advisors LLC4,342$278K0.02%013F-HRTimeline
Walkner Condon Financial Advisors LLC4,249$272K0.05%013F-HRTimeline
Mutual Advisors, LLC4,050$267K0.01%new13F-HRTimeline
MML INVESTORS SERVICES, LLC4,057$260K<0.01%-48,17813F-HRTimeline
Advisory Services Network, LLC3,935$258K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,872$248K<0.01%013F-HRTimelineGroup
Cambridge Investment Research Advisors,…3,777$242K<0.01%+21613F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC3,759$241K0.14%-1,23013F-HRTimeline
MOLLER WEALTH PARTNERS3,730$239K0.05%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,722$238K<0.01%new13F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP3,718$238K<0.01%new13F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP3,697$237K<0.01%013F-HR/ATimelineGroup
Nova Wealth Management, Inc.3,605$231K0.17%-1,31813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC3,561$228K0.01%+4913F-HRTimeline
Founders Financial Alliance, LLC3,543$227K0.05%+58413F-HRTimeline
UMB Bank, n.a.3,517$225K<0.01%013F-HR/ATimeline
Integrated Wealth Concepts LLC3,420$219K<0.01%-17,39913F-HRTimeline
CAPITAL MANAGEMENT CORP /VA3,225$206K0.04%-20013F-HRTimeline
RMR Wealth Builders3,194$204K0.02%new13F-HRTimeline
REAP Financial Group, LLC2,773$177K0.04%-24013F-HRTimeline
Allworth Financial LP1,882$120K<0.01%+113F-HRTimeline
SJS Investment Consulting Inc.1,726$110K0.02%013F-HRTimeline
Coastline Trust Co1,380$88.3K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GPS Wealth Strategies Group, LLC1,375$88K0.01%013F-HRTimeline
MAI Capital Management1,023$65.5K<0.01%013F-HRTimeline
COMERICA BANK1,011$64.7K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV994$63.6K<0.01%-18113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.957$61.3K<0.01%013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC939$60.1K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC835$53.4K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.640$41K<0.01%+24013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…480$30.7K<0.01%+213F-HRTimeline
AE Wealth Management LLC428$27.4K<0.01%+41413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC286$18.3K<0.01%013F-HRTimelineGroup
Transce3nd, LLC268$17.2K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.160$10.2K<0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC132$8.44K<0.01%+313F-HRTimeline
Qube Research & Technologies Ltd124$7.94K<0.01%013F-HRTimeline
Covestor Ltd105$7K<0.01%+113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management100$6.4K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.81$5.18K<0.01%013F-HRTimeline
Arax Advisory Partners61$3.9K<0.01%new13F-HRTimeline
Main Street Group, LTD50$3.2K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC35$2.24K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.