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EPS WISDOMTREE TR

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US LARGECAP FUND (fund)

Filings received so far for Q3 2026: 9 13F filers report a position in EPS shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
EASTERN BANK116,581$9.32M0.14%-52313F-HRTimeline
ROCKLAND TRUST CO35,316$2.82M0.11%-24013F-HRTimeline
Investment Partners Asset Management, I…5,915$473K0.26%-80213F-HRTimeline
CoreCap Advisors, LLC4,120$329K0.01%-1713F-HRTimeline
Farther Finance Advisors, LLC3,047$244K<0.01%-22613F-HRTimeline
Peterson Wealth Advisors, LLC2,913$233K0.03%+813F-HRTimeline
Polaris Financial Partners1,221$120K0.05%13F-HRTimeline
Coastline Trust Co1,107$88.5K0.01%-12313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Planning Strategies Inc.118$9.43K0.01%013F-HRTimeline