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Disclosery

EPS WISDOMTREE TR

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US LARGECAP FUND (fund)

155 managers (155 13F filers) reported a position in EPS shares at 2025-09-30, 12,384,417 shares in all. 19 filers opened a position and 12 filers sold out during the quarter.

Managers
155
13F filers
155
New
19
Added
51
Reduced
49
Sold out
12
Shares held by filers
12,384,417

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 Co2,117,542$146M1.65%-134,68313F-HRTimelineGroup
LPL Financial LLC1,347,028$92.9M0.03%+68,28513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY913,018$62.9M<0.01%-21,46013F-HR/ATimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC832,106$57.4M0.24%-37,55413F-HRTimelineGroup
Garrett Wealth Advisory Group, LLC806,808$55.6M10.84%+14,34813F-HRTimeline
Private Advisor Group, LLC620,971$42.8M0.21%-437,20513F-HRTimeline
Cetera Investment Advisers552,915$38.1M0.04%+107,46413F-HRTimeline
Team Financial Group, LLC451,799$31.1M14.44%-4113F-HRTimeline
IEQ CAPITAL, LLC265,154$18.3M0.06%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …264,002$18.2M3.6%13F-HRTimelineGroup
Systelligence, LLC246,890$17M3.23%+135,70413F-HRTimeline
INTEGRITY ALLIANCE, LLC.246,748$17M0.8%+100,13513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC228,795$15.8M0.07%-11,39313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/217,204$15M<0.01%+3,43413F-HR/ATimelineGroup
FLAGSHIP WEALTH ADVISORS, LLC156,719$10.8M3.56%+69,45913F-HRTimeline
WealthPlan Investment Management, LLC149,980$10.3M0.69%+121,44313F-HRTimeline
WIN ADVISORS, INC140,826$9.71M4.73%+76513F-HRTimeline
NorthCoast Asset Management LLC139,506$9.62M0.04%+3113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO138,278$9.53M<0.01%+18213F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…121,845$8.4M0.01%+12,09713F-HRTimelineGroup
Marietta Wealth Management, LLC99,546$6.86M0.84%+1,09913F-HRTimeline
Creative Planningin group Creative Planning93,764$6.46M<0.01%-15013F-HRTimelineGroup
UBS Group AGin group UBS Group AG88,536$6.1M<0.01%-12,18813F-HRTimelineGroup
VISTA INVESTMENT MANAGEMENT80,974$5.58M1.95%-1,92513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN80,615$5.56M<0.01%-42513F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC79,770$5.5M<0.01%+56,96413F-HRTimelineGroup
Moloney Securities Asset Management, LLC79,371$5.47M0.65%+5,35313F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC76,054$5.24M1.64%+9,26513F-HR/ATimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP74,500$5.14M0.01%+20,10013F-HRTimelineGroup
Per Stirling Capital Management, LLC.73,537$5.07M0.61%new13F-HRTimeline
NewSquare Capital LLC70,200$4.84M0.33%+24513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC59,501$4.1M<0.01%-19,34813F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.57,192$3.94M0.09%+9,24713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC55,824$3.85M<0.01%+45,31613F-HRTimelineGroup
Prime Capital Investment Advisors, LLC55,819$3.85M0.05%-18113F-HRTimeline
Maia Wealth LLC50,266$3.54M0.6%+8,33213F-HRTimeline
Betterment LLC51,230$3.53M0.01%-1,54513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.49,693$3.35M<0.01%+24,67413F-HRTimelineGroup
LOWE BROCKENBROUGH & CO INC46,252$3.19M0.16%013F-HRTimeline
AssuredPartners Investment Advisors, LLC43,267$2.98M0.66%-9113F-HRTimeline
BEACON FINANCIAL GROUP38,866$2.68M0.26%-7,09113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC38,672$2.67M<0.01%+4,47713F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…38,303$2.64M0.05%+66013F-HRTimelineGroup
ROCKLAND TRUST CO36,378$2.51M0.1%-1,02613F-HRTimeline
Modera Wealth Management, LLC35,094$2.42M0.03%013F-HRTimeline
Cambridge Investment Research Advisors,…34,464$2.38M0.01%+30,68713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…32,103$2.21M<0.01%-10,10913F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP28,024$1.92M<0.01%+7,87813F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co27,750$1.91M0.1%+1,91213F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC27,165$1.87M0.13%+2113F-HRTimeline
Chicago Partners Investment Group LLC26,026$1.83M0.05%-21113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA24,739$1.71M<0.01%-1,42113F-HRTimelineGroup
Hershey Financial Advisers, LLC24,441$1.68M1.44%new13F-HRTimeline
Advisory Alpha, LLC23,967$1.66M0.05%-29713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…23,403$1.62M<0.01%-1,21213F-HRTimeline
Global Retirement Partners, LLC21,112$1.46M0.03%+213F-HRTimeline
SEVEN MILE ADVISORY19,175$1.32M0.21%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC18,735$1.29M<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC17,781$1.23M<0.01%+2,03713F-HRTimelineGroup
Beacon Financial Advisory LLC17,507$1.21M0.28%-2,85413F-HRTimeline
Summit Financial, LLC16,460$1.13M0.02%new13F-HRTimeline
Herold Advisors, Inc.15,860$1.09M0.25%-1,50013F-HRTimeline
GM Advisory Group, LLC15,135$1.04M0.04%-2,27913F-HRTimeline
Arkadios Wealth Advisors14,388$992K0.02%+71013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC12,904$890K<0.01%+45813F-HRTimelineGroup
Steward Partners Investment Advisory, L…12,583$867K<0.01%+6913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP12,412$856K<0.01%+32613F-HRTimelineGroup
Atria Investments, Inc11,909$821K0.01%+2,70013F-HRTimeline
CENTAURUS FINANCIAL, INC.11,600$800K0.04%+3713F-HRTimeline
Essential Planning, LLC.10,915$752K0.26%+113F-HRTimeline
Rathbones Group PLC10,701$738K<0.01%-8913F-HRTimeline
Quartz Partners, LLC10,294$710K0.26%-13113F-HRTimeline
ORG Partners LLC10,022$691K0.13%-68113F-HRTimeline
Family Capital Management, Inc.10,000$689K0.33%013F-HRTimeline
Seek First Inc.9,810$676K0.49%-1,14613F-HRTimeline
Triad Wealth Partners, LLC9,667$666K0.09%new13F-HRTimeline
AE Wealth Management LLC9,238$637K<0.01%+8,81013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI9,113$628K0.04%-32413F-HRTimeline
Melone Private Wealth, LLC8,902$614K0.28%-9913F-HRTimeline
Parkside Financial Bank & Trust8,816$608K0.05%013F-HRTimeline
Mach-1 Financial Group, LLC8,721$601K0.1%new13F-HRTimeline
Integrity Advisory Solutions, LLC8,721$601K0.1%13F-HRTimeline
Brand Asset Management Group, Inc.8,706$600K0.17%new13F-HRTimeline
Cornerstone Wealth Management, LLC8,682$599K0.03%+17613F-HRTimeline
Institute for Wealth Management, LLC.8,575$591K0.06%-1,33513F-HRTimeline
VERUS CAPITAL PARTNERS, LLC8,396$580K0.05%+22913F-HR/ATimeline
Berger Financial Group, Inc8,129$560K0.03%013F-HRTimeline
Bouchey Financial Group, Ltd.7,815$539K0.04%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC7,441$513K<0.01%+68713F-HRTimeline
E&G Advisors, LLC7,275$502K0.12%+5013F-HRTimeline
Kilter Group LLC7,230$498K0.24%+313F-HRTimeline
SWMG, LLC6,777$468K0.14%+2,30113F-HRTimeline
LANARK FINANCIAL, INC.6,745$465K0.04%-5213F-HRTimeline
Redwood Financial Network Corp6,714$463K0.29%-47713F-HRTimeline
NewEdge Advisors, LLC6,403$441K<0.01%-28713F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…6,379$440K0.01%-613F-HRTimelineGroup
Kelman-Lazarov, Inc.5,997$413K0.06%new13F-HRTimeline
IFG Advisory, LLC5,927$409K0.02%+11613F-HRTimeline
M&T Bank Corpin group M&T Bank Corp5,925$408K<0.01%013F-HRTimelineGroup
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT5,721$394K0.02%013F-HRTimelineGroup
OPTIMA CAPITAL LLC5,199$358K0.17%+1713F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC5,113$352K<0.01%013F-HRTimelineGroup
Strategic Financial Concepts, LLC4,930$340K0.05%new13F-HRTimeline
IFS Advisors, LLC4,873$336K0.2%013F-HRTimeline
Focus Financial Network, Inc.4,803$331K0.01%+1513F-HRTimeline
TWO SIGMA SECURITIES, LLC4,695$324K0.05%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC4,645$320K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC4,296$296K0.01%-35213F-HRTimeline
CGN Advisors LLC4,289$296K0.02%-5313F-HRTimeline
Walkner Condon Financial Advisors LLC4,249$293K0.05%013F-HRTimeline
Founders Financial Alliance, LLC4,067$280K0.05%+52413F-HRTimeline
Advisory Services Network, LLC3,935$271K<0.01%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,915$270K<0.01%+19313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,872$267K<0.01%013F-HRTimelineGroup
MGO ONE SEVEN LLC3,820$263K0.01%-90813F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC3,759$259K0.14%013F-HRTimeline
MOLLER WEALTH PARTNERS3,730$257K0.05%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP3,719$256K<0.01%+113F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP3,697$255K<0.01%013F-HRTimelineGroup
Mutual Advisors, LLC3,664$253K0.01%-38613F-HRTimeline
UMB Bank, n.a.3,517$242K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MML INVESTORS SERVICES, LLC3,508$242K<0.01%-54913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC3,490$241K0.01%-7113F-HRTimeline
CAPITAL MANAGEMENT CORP /VA3,200$221K0.03%-2513F-HRTimeline
RMR Wealth Builders3,173$219K0.02%-2113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC2,982$206K<0.01%new13F-HRTimelineGroup
Peterson Wealth Advisors, LLC2,900$200K0.03%new13F-HRTimeline
Nova Wealth Management, Inc.2,797$193K0.14%-80813F-HRTimeline
REAP Financial Group, LLC2,218$153K0.03%-55513F-HRTimeline
SJS Investment Consulting Inc.1,726$119K0.02%013F-HRTimeline
IFP Advisors, Inc1,674$115K<0.01%new13F-HR/ATimeline
GPS Wealth Strategies Group, LLC1,375$94.8K0.01%013F-HRTimeline
Coastline Trust Co1,230$84.8K0.01%-15013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Advisors Preferred, LLCin group Advisors Preferred, LLC1,188$82K0.01%new13F-HRTimelineGroup
MAI Capital Management1,067$73.6K<0.01%+4413F-HRTimeline
Allworth Financial LP1,033$71.2K<0.01%-84913F-HRTimeline
COMERICA BANK1,011$69.7K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV994$68.5K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…951$65.6K<0.01%new13F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC939$64.7K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC835$57.6K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.640$44.1K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.478$33K<0.01%-47913F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC286$19.7K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC207$14K<0.01%new13F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP183$12.6K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.160$11K<0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC132$9.1K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd124$8.55K<0.01%013F-HRTimeline
Covestor Ltd96$7K<0.01%-913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management100$6.89K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.81$5.58K<0.01%013F-HRTimeline
Main Street Group, LTD50$3.45K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC35$2.41K<0.01%013F-HRTimeline
MATHER GROUP, LLC.9$620<0.01%new13F-HRTimeline