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Disclosery

EPS WISDOMTREE TR

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US LARGECAP FUND (fund)

171 managers (172 13F filers) reported a position in EPS shares at 2026-03-31, 13,335,562 shares in all. 27 filers opened a position and 13 filers sold out during the quarter.

Managers
171
13F filers
172
New
27
Added
47
Reduced
62
Sold out
13
Shares held by filers
13,335,562

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 Co1,859,134$127M1.5%-37,28513F-HRTimelineGroup
LPL Financial LLC1,512,378$103M0.03%+79,98613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY889,676$60.6M<0.01%-10,10713F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC798,789$54.4M0.21%-31,71313F-HRTimelineGroup
Garrett Wealth Advisory Group, LLC750,033$51.1M9.09%-73,19513F-HRTimeline
Private Advisor Group, LLC693,592$47.2M0.22%+34,87813F-HRTimeline
Cetera Investment Advisers660,022$45M0.05%+48,55113F-HRTimeline
CWM, LLCin group CWM, LLC465,565$31.7M0.08%+31,85013F-HRTimelineGroup
WealthPlan Investment Management, LLC459,137$31.3M1.74%+225,84413F-HRTimeline
Team Financial Group, LLC450,773$30.7M13.94%+3,22913F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …286,548$19.5M3.47%+10,48013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC281,211$19.2M0.07%+33,73113F-HRTimelineGroup
IEQ CAPITAL, LLC265,154$18.1M0.08%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.262,448$17.9M0.68%+10,17713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…196,817$13.4M0.01%+6,97913F-HRTimelineGroup
Stenger Family Office, LLC191,968$13.1M2.31%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/191,360$13M<0.01%-17,61313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO167,727$11.1M<0.01%+29,60713F-HR/ATimelineGroup
Systelligence, LLC143,482$9.77M1.9%-71,39513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth141,423$9.63M0.01%+7513F-HRTimelineGroup
WIN ADVISORS, INC128,568$8.76M4.01%-14,85613F-HRTimeline
EASTERN BANK110,134$7.5M0.13%013F-HRTimeline
UBS Group AGgroup of 2 filers holding108,404$7.38M+23,573Timeline
Marietta Wealth Management, LLC99,590$6.78M0.81%+81413F-HRTimeline
Maia Wealth LLC96,254$6.56M1.11%+24,84413F-HRTimeline
Creative Planningin group Creative Planning89,769$6.11M<0.01%-58413F-HRTimelineGroup
VISTA INVESTMENT MANAGEMENT84,680$5.77M1.93%-2,02613F-HRTimeline
TopTier Wealth Management, LLC80,166$5.46M3.36%-3413F-HRTimeline
NewSquare Capital LLC79,356$5.4M0.47%+2,80513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN77,584$5.28M<0.01%-3,46713F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.75,680$5.15M0.08%+14,71613F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC76,861$4.92M2.11%-120,05813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC71,847$4.89M<0.01%+8,98513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC64,730$4.41M<0.01%+4,85713F-HR/ATimelineGroup
Prime Capital Investment Advisors, LLC50,898$3.47M0.04%-1,97913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP50,379$3.34M<0.01%+3,34813F-HRTimelineGroup
Betterment LLC46,461$3.16M0.01%-1,76513F-HRTimeline
LOWE BROCKENBROUGH & CO INC46,252$3.15M0.16%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC44,005$3M<0.01%-1,57213F-HRTimelineGroup
AssuredPartners Investment Advisors, LLC43,184$2.98M0.32%-8313F-HRTimeline
WealthPLAN Partners, LLC41,932$2.86M0.55%+32,45113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC40,304$2.75M<0.01%-22,86213F-HRTimelineGroup
TOWLE & CO38,806$2.64M1.03%new13F-HRTimeline
BEACON FINANCIAL GROUP37,958$2.59M0.26%-58713F-HRTimeline
WealthPoint Financial, LLC37,406$2.55M2.13%+2,71513F-HR/ATimeline
ROCKLAND TRUST CO35,608$2.43M0.1%-62213F-HRTimeline
LongView Wealth Management32,818$2.38M0.6%+15,10713F-HRTimeline
Modera Wealth Management, LLC34,935$2.38M0.03%-15913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.34,905$2.38M<0.01%-18,87813F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co28,628$1.95M0.09%+66113F-HRTimeline
Chicago Partners Investment Group LLC25,209$1.87M0.04%-87013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA26,128$1.78M<0.01%+19713F-HRTimelineGroup
KMG FIDUCIARY PARTNERS, LLC25,179$1.71M0.13%-2,08013F-HRTimeline
Advisory Alpha, LLC23,606$1.61M0.04%-38613F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC23,399$1.59M0.05%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC21,670$1.48M<0.01%+8,77513F-HRTimelineGroup
FMR LLCin group FMR LLC18,990$1.29M<0.01%-60813F-HRTimelineGroup
GM Advisory Group, LLC17,700$1.21M0.05%+75213F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…16,890$1.15M0.04%-2,07413F-HRTimelineGroup
UPTICK PARTNERS, LLC15,124$1.03M0.21%+5,49513F-HRTimeline
Herold Advisors, Inc.14,470$986K0.22%-1,00013F-HRTimeline
Beacon Financial Advisory LLC14,388$980K0.22%-1,15513F-HRTimeline
Integrity Advisory Solutions, LLC14,345$977K0.13%+2,14413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.14,123$962K<0.01%013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,060$958K<0.01%+8,09613F-HRTimelineGroup
Summit Financial, LLC13,355$910K0.01%-2,63813F-HRTimeline
Steward Partners Investment Advisory, L…12,129$826K<0.01%-22313F-HRTimeline
CENTAURUS FINANCIAL, INC.12,051$821K0.04%-18413F-HRTimeline
Arkadios Wealth Advisors12,037$820K0.01%-1,55213F-HRTimeline
Atria Investments, Inc11,642$793K0.01%-25813F-HRTimeline
Triad Wealth Partners, LLC11,268$767K0.06%-8,31913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…11,036$752K0.01%-24,42513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC10,948$746K<0.01%+3313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,660$732K<0.01%-11,68813F-HRTimeline
Essential Planning, LLC.10,425$710K0.23%+113F-HRTimeline
Family Capital Management, Inc.10,000$681K0.3%013F-HRTimeline
Quartz Partners, LLC9,245$630K0.24%-94813F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI8,958$610K0.03%-7013F-HRTimeline
Parkside Financial Bank & Trust8,816$600K0.05%013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC8,812$600K0.04%+16113F-HRTimeline
Seek First Inc.8,775$598K0.42%-90413F-HRTimeline
Melone Private Wealth, LLC8,758$597K0.24%+113F-HRTimeline
Cornerstone Wealth Management, LLC8,703$593K0.03%+1013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC8,637$588K<0.01%new13F-HRTimelineGroup
Institute for Wealth Management, LLC.8,575$584K0.06%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP8,389$571K<0.01%-3,99013F-HRTimelineGroup
Bouchey Financial Group, Ltd.7,815$557K0.04%013F-HRTimeline
Berger Financial Group, Inc8,136$554K0.03%+713F-HRTimeline
Brand Asset Management Group, Inc.7,903$538K0.14%-48513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,842$534K<0.01%-81,17913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC7,631$520K<0.01%+19313F-HRTimeline
E&G Advisors, LLC7,405$504K0.11%013F-HRTimeline
SWMG, LLC6,869$468K0.13%+2413F-HRTimeline
Redwood Financial Network Corp6,689$456K0.3%013F-HRTimeline
Kelman-Lazarov, Inc.6,495$442K0.06%+2,59813F-HRTimeline
Western Wealth Management, LLC6,477$441K0.02%new13F-HR/ATimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…6,420$437K0.01%+1313F-HRTimelineGroup
Investment Partners Asset Management, I…6,372$434K0.27%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP5,659$404K<0.01%new13F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp5,925$404K<0.01%013F-HR/ATimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP5,598$381K<0.01%-49013F-HRTimelineGroup
United Advisor Group, LLC5,581$380K0.05%+1,16313F-HRTimeline
Strategic Financial Concepts, LLC5,388$367K0.09%new13F-HRTimeline
OPTIMA CAPITAL LLC5,267$359K0.17%+5113F-HRTimeline
NewEdge Advisors, LLC5,054$344K<0.01%-1,48813F-HR/ATimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC4,968$338K<0.01%013F-HRTimelineGroup
IFS Advisors, LLC4,873$332K0.17%013F-HRTimeline
Belpointe Asset Management LLC4,854$331K0.01%new13F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT4,723$322K0.02%-69713F-HRTimelineGroup
Focus Financial Network, Inc.4,718$321K0.01%-10013F-HRTimeline
WEDBUSH SECURITIES INC4,709$321K0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC4,526$308K<0.01%new13F-HRTimeline
Advisor Resource Council4,395$299K0.12%-3,89813F-HRTimeline
ASHTON THOMAS SECURITIES, LLC4,380$298K0.04%new13F-HRTimeline
Founders Financial Alliance, LLC4,300$293K0.05%+4813F-HRTimeline
Advisory Services Network, LLC4,235$288K<0.01%013F-HRTimeline
CGN Advisors LLC4,210$287K0.02%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC4,163$284K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC4,133$281K0.01%-7013F-HRTimeline
AE Wealth Management LLC4,052$276K<0.01%-4,86813F-HRTimeline
Independent Advisor Alliance4,043$275K<0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…4,041$275K<0.01%+24313F-HRTimeline
MML INVESTORS SERVICES, LLC4,008$273K<0.01%-26813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,969$270K<0.01%-2613F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,872$264K<0.01%-18213F-HRTimelineGroup
MOLLER WEALTH PARTNERS3,730$254K0.05%013F-HRTimeline
LANARK FINANCIAL, INC.3,615$246K0.02%-2,29013F-HRTimeline
Mutual Advisors, LLC3,572$243K0.01%013F-HRTimeline
Walkner Condon Financial Advisors LLC3,545$241K0.03%013F-HRTimeline
UMB Bank, n.a.3,517$240K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AXXCESS WEALTH MANAGEMENT, LLC3,490$238K0.01%-1513F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC3,485$237K0.02%new13F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.3,460$236K0.19%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP4,170$235K<0.01%+71713F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC3,425$233K<0.01%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,349$228K<0.01%-3,55813F-HRTimeline
Farther Finance Advisors, LLC3,284$225K<0.01%new13F-HRTimeline
Signal Advisors Wealth, LLC3,249$221K0.02%new13F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC3,084$210K0.12%-67513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC2,982$203K<0.01%013F-HRTimelineGroup
Nova Wealth Management, Inc.2,211$151K0.1%-53813F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…1,950$133K0.01%new13F-HRTimeline
SJS Investment Consulting Inc.1,726$118K0.01%013F-HRTimeline
REAP Financial Group, LLC1,650$112K0.02%-44813F-HRTimeline
Coastline Trust Co1,230$83.8K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,011$68.9K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV994$67.7K<0.01%013F-HRTimeline
Kilter Group LLC933$63.5K0.03%-6,29713F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC835$56.9K<0.01%013F-HRTimelineGroup
Allworth Financial LP806$54.9K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.640$43.6K<0.01%013F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC623$42.4K0.01%-13513F-HRTimelineGroup
PRIVATE TRUST CO NA585$39.8K<0.01%new13F-HRTimeline
MAI Capital Management481$32.8K<0.01%013F-HRTimeline
Meramec Financial Planners, LLC390$28.9K0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC365$25K<0.01%new13F-HRTimelineGroup
MidFirst Bank246$16.8K<0.01%-3413F-HRTimeline
Arax Advisory Partners231$15.7K<0.01%+2013F-HRTimeline
Triumph Capital Management200$13.6K<0.01%013F-HRTimeline
Covestor Ltd188$13K0.01%+9213F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC139$9.48K<0.01%13F-HRTimelineGroup
Smartleaf Asset Management LLC132$8.76K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources105$7.15K<0.01%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management100$6.81K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.81$5.52K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd65$4.43K<0.01%-4613F-HRTimeline
Main Street Group, LTD50$3.41K<0.01%new13F-HRTimeline
SHP Wealth Management45$3.06K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC35$2.38K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC12$817<0.01%013F-HRTimelineGroup
MATHER GROUP, LLC.9$613<0.01%new13F-HRTimeline