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Disclosery

EPS WISDOMTREE TR

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US LARGECAP FUND (fund)

161 managers (161 13F filers) reported a position in EPS shares at 2025-12-31, 13,206,978 shares in all. 14 filers opened a position and 11 filers sold out during the quarter.

Managers
161
13F filers
161
New
14
Added
53
Reduced
59
Sold out
11
Shares held by filers
13,206,978

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 Co1,896,419$134M1.53%-221,12313F-HRTimelineGroup
LPL Financial LLC1,432,392$101M0.03%+85,36413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY899,783$63.8M<0.01%-13,23513F-HR/ATimelineGroup
Garrett Wealth Advisory Group, LLC823,228$58.3M11.02%+16,42013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC830,502$57.3M0.23%-1,60413F-HRTimelineGroup
Private Advisor Group, LLC658,714$46.7M0.22%+37,74313F-HRTimeline
Cetera Investment Advisers611,471$43.3M0.05%+58,55613F-HRTimeline
Team Financial Group, LLC447,544$31.7M14.39%-4,25513F-HRTimeline
CWM, LLCin group CWM, LLC433,715$30.7M0.08%+433,50813F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …276,068$19.6M3.77%+12,06613F-HRTimelineGroup
IEQ CAPITAL, LLC265,154$18.8M0.06%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.252,271$17.9M0.65%+5,52313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC247,480$17.5M0.07%+18,68513F-HRTimelineGroup
WealthPlan Investment Management, LLC233,293$16.5M1.05%+83,31313F-HRTimeline
Systelligence, LLC214,877$15.2M2.9%-32,01313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/208,973$14.8M<0.01%-8,23113F-HRTimelineGroup
FLAGSHIP WEALTH ADVISORS, LLC196,919$14M4.06%+40,20013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…189,838$13.5M0.01%+67,99313F-HR/ATimelineGroup
WIN ADVISORS, INC143,424$10.2M4.31%+2,59813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth141,348$10M0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO138,120$9.79M<0.01%-15813F-HRTimelineGroup
EASTERN BANK110,134$7.8M0.13%new13F-HRTimeline
Marietta Wealth Management, LLC98,776$7M0.81%-77013F-HRTimeline
Creative Planningin group Creative Planning90,353$6.4M<0.01%-3,41113F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…89,021$6.31M0.01%+56,91813F-HRTimelineGroup
VISTA INVESTMENT MANAGEMENT86,706$6.14M2.03%+5,73213F-HRTimeline
UBS Group AGin group UBS Group AG84,831$6.01M<0.01%-3,70513F-HRTimelineGroup
RETIREMENT FINANCIAL SOLUTIONS, LLC81,652$5.79M1.69%+5,59813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN81,051$5.74M<0.01%+43613F-HRTimelineGroup
TopTier Wealth Management, LLC80,200$5.68M3.86%13F-HRTimeline
NewSquare Capital LLC76,551$5.42M0.48%+6,35113F-HRTimeline
Per Stirling Capital Management, LLC.71,654$5.08M0.57%-1,88313F-HRTimeline
Maia Wealth LLC71,410$5.06M0.86%+21,14413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC63,166$4.48M<0.01%+3,66513F-HR/ATimelineGroup
CITIGROUP INCin group CITIGROUP INC62,862$4.45M<0.01%-16,90813F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.60,964$4.32M0.09%+3,77213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC59,873$4.24M<0.01%+4,04913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.53,783$3.81M0.01%+4,09013F-HRTimelineGroup
Prime Capital Investment Advisors, LLC52,877$3.75M0.05%-2,94213F-HRTimeline
Betterment LLC48,226$3.42M0.01%-3,00413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP47,031$3.33M<0.01%+19,00713F-HRTimelineGroup
LOWE BROCKENBROUGH & CO INC46,252$3.28M0.16%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC45,577$3.23M<0.01%+6,90513F-HRTimelineGroup
AssuredPartners Investment Advisors, LLC43,267$3.07M0.46%013F-HRTimeline
BEACON FINANCIAL GROUP38,545$2.73M0.27%-32113F-HRTimeline
ROCKLAND TRUST CO36,230$2.57M0.1%-14813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…35,461$2.51M0.03%-2,84213F-HRTimelineGroup
Modera Wealth Management, LLC35,094$2.49M0.03%013F-HRTimeline
WealthPoint Financial, LLC34,691$2.46M2.14%13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC31,102$2.2M<0.01%+12,36713F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co27,967$1.98M0.1%+21713F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC27,259$1.93M0.14%+9413F-HRTimeline
Chicago Partners Investment Group LLC26,079$1.86M0.05%+5313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA25,931$1.84M<0.01%+1,19213F-HRTimelineGroup
Advisory Alpha, LLC23,992$1.7M0.05%+2513F-HRTimeline
Hershey Financial Advisers, LLC23,882$1.69M1.43%-55913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…22,348$1.61M<0.01%-1,05513F-HRTimeline
Global Retirement Partners, LLC20,879$1.48M0.03%-23313F-HRTimeline
FMR LLCin group FMR LLC19,598$1.39M<0.01%+1,81713F-HRTimelineGroup
Triad Wealth Partners, LLC19,587$1.39M0.13%+9,92013F-HRTimeline
SEVEN MILE ADVISORY19,241$1.36M0.23%+6613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…18,964$1.34M0.05%new13F-HRTimelineGroup
LongView Wealth Management17,711$1.28M0.31%new13F-HRTimeline
GM Advisory Group, LLC16,948$1.2M0.05%+1,81313F-HRTimeline
Summit Financial, LLC15,993$1.13M0.02%-46713F-HRTimeline
Beacon Financial Advisory LLC15,543$1.1M0.26%-1,96413F-HRTimeline
Herold Advisors, Inc.15,470$1.1M0.24%-39013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.14,123$1M<0.01%+13,64513F-HRTimelineGroup
Arkadios Wealth Advisors13,589$963K0.02%-79913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC12,895$914K<0.01%-913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP12,379$877K<0.01%-3313F-HRTimelineGroup
Steward Partners Investment Advisory, L…12,352$875K<0.01%-23113F-HRTimeline
CENTAURUS FINANCIAL, INC.12,235$867K0.04%+63513F-HRTimeline
Integrity Advisory Solutions, LLC12,201$865K0.12%+3,48013F-HRTimeline
Atria Investments, Inc11,900$843K0.01%-913F-HRTimeline
Mariner, LLCin group Mariner, LLC10,915$773K<0.01%new13F-HRTimelineGroup
Essential Planning, LLC.10,424$739K0.24%-49113F-HRTimeline
Quartz Partners, LLC10,193$722K0.27%-10113F-HRTimeline
Family Capital Management, Inc.10,000$709K0.31%013F-HRTimeline
Seek First Inc.9,679$686K0.47%-13113F-HRTimeline
UPTICK PARTNERS, LLC9,629$682K0.15%new13F-HRTimeline
WealthPLAN Partners, LLC9,481$672K0.1%new13F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI9,028$640K0.04%-8513F-HRTimeline
Rathbones Group PLC8,987$637K<0.01%-1,71413F-HR/ATimeline
AE Wealth Management LLC8,920$632K<0.01%-31813F-HRTimeline
Parkside Financial Bank & Trust8,816$625K0.05%013F-HRTimeline
Melone Private Wealth, LLC8,757$621K0.26%-14513F-HRTimeline
Cornerstone Wealth Management, LLC8,693$616K0.03%+1113F-HRTimeline
VERUS CAPITAL PARTNERS, LLC8,651$613K0.04%+25513F-HR/ATimeline
Institute for Wealth Management, LLC.8,575$608K0.06%013F-HRTimeline
Advisor Resource Council8,293$601K0.21%new13F-HRTimeline
Brand Asset Management Group, Inc.8,388$594K0.17%-31813F-HRTimeline
Berger Financial Group, Inc8,129$576K0.03%013F-HRTimeline
Bouchey Financial Group, Ltd.7,815$554K0.04%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC7,438$527K<0.01%-313F-HRTimeline
E&G Advisors, LLC7,405$525K0.12%+13013F-HRTimeline
Kilter Group LLC7,230$512K0.23%013F-HRTimeline
SWMG, LLC6,845$493K0.14%+6813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV6,907$489K<0.01%new13F-HRTimeline
Redwood Financial Network Corp6,689$474K0.3%-2513F-HRTimeline
NewEdge Advisors, LLC6,542$464K<0.01%+13913F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…6,407$454K0.01%+2813F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP6,088$431K<0.01%+2,36913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,964$423K<0.01%new13F-HRTimelineGroup
IFG Advisory, LLC5,927$420K0.02%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp5,925$420K<0.01%013F-HR/ATimelineGroup
LANARK FINANCIAL, INC.5,905$418K0.03%-84013F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT5,420$384K0.02%-30113F-HRTimelineGroup
OPTIMA CAPITAL LLC5,216$370K0.16%+1713F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC4,968$352K<0.01%-14513F-HRTimelineGroup
IFS Advisors, LLC4,873$345K0.18%013F-HRTimeline
Focus Financial Network, Inc.4,818$341K0.01%+1513F-HRTimeline
United Advisor Group, LLC4,418$313K0.04%new13F-HRTimeline
MML INVESTORS SERVICES, LLC4,276$303K<0.01%+76813F-HRTimeline
Founders Financial Alliance, LLC4,252$301K0.06%+18513F-HRTimeline
Advisory Services Network, LLC4,235$300K<0.01%+30013F-HRTimeline
CGN Advisors LLC4,210$298K0.02%-7913F-HRTimeline
CoreCap Advisors, LLC4,203$298K0.01%-9313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC4,163$295K<0.01%-48213F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,054$287K<0.01%+18213F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,995$283K<0.01%+8013F-HRTimelineGroup
Kelman-Lazarov, Inc.3,897$276K0.04%-2,10013F-HRTimeline
Cambridge Investment Research Advisors,…3,798$269K<0.01%-30,66613F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC3,759$266K0.15%013F-HRTimeline
MOLLER WEALTH PARTNERS3,730$264K0.06%013F-HRTimeline
Mutual Advisors, LLC3,572$253K0.01%-9213F-HRTimeline
MGO ONE SEVEN LLC3,561$252K0.01%-25913F-HRTimeline
Walkner Condon Financial Advisors LLC3,545$251K0.03%-70413F-HRTimeline
UMB Bank, n.a.3,517$249K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AXXCESS WEALTH MANAGEMENT, LLC3,505$248K<0.01%+1513F-HR/ATimeline
Corient Private Wealth LPin group Corient Private Wealth LP3,453$245K<0.01%-24413F-HR/ATimelineGroup
CAPITAL MANAGEMENT CORP /VA3,160$224K0.04%-4013F-HRTimeline
RMR Wealth Builders3,155$224K0.02%-1813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC2,982$211K<0.01%013F-HRTimelineGroup
Peterson Wealth Advisors, LLC2,910$206K0.03%+1013F-HRTimeline
Nova Wealth Management, Inc.2,749$195K0.13%-4813F-HRTimeline
REAP Financial Group, LLC2,098$149K0.03%-12013F-HRTimeline
SJS Investment Consulting Inc.1,726$122K0.02%013F-HRTimeline
IFP Advisors, Inc1,674$119K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC1,375$97.4K0.08%013F-HRTimeline
Coastline Trust Co1,230$87.2K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
COMERICA BANK1,011$71.6K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV994$70.4K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC939$66.5K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC835$59.2K<0.01%013F-HRTimelineGroup
Allworth Financial LP806$57.1K<0.01%-22713F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC758$53.8K0.01%-43013F-HRTimelineGroup
Geneos Wealth Management Inc.640$45.4K<0.01%013F-HRTimeline
MAI Capital Management481$34.1K<0.01%-58613F-HRTimeline
MidFirst Bank280$19.8K<0.01%13F-HRTimeline
Arax Advisory Partners211$15K<0.01%new13F-HRTimeline
Triumph Capital Management200$14.2K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC132$9.45K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.130$9.21K<0.01%-3013F-HRTimelineGroup
Qube Research & Technologies Ltd111$7.87K<0.01%-1313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management100$7.09K<0.01%013F-HRTimelineGroup
Covestor Ltd96$7K<0.01%013F-HRTimeline
Blue Trust, Inc.81$5.74K<0.01%013F-HRTimeline
SHP Wealth Management45$3.19K<0.01%13F-HRTimeline
Darwin Wealth Management, LLC35$2.48K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC12$850<0.01%new13F-HRTimelineGroup