WisdomTree U.S. LargeCap
EPS • ARCA
WisdomTree U.S. LargeCap is an exchange-traded fund on ARCA. As of Q3 2025, 152 institutional investors hold shares in this ETF, with total holdings valued at $845.8M. FIDUCIARY TRUST CO is the largest holder with a position valued at $146.0M.
Overview
Overview of institutional ownership in EPS as of Q3 2025
All Institutions
- Institutions
- 152
- Value Held
- $845.8M
- Shares Held
- 12.3M
- Avg Position
- $5.6M
- Median Position
- $621.0K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $5.1M
- Shares Held
- 74.5K
- Avg Position
- $5.1M
- Median Position
- $5.1M
Biggest Investors
Institutions with the largest positions in EPS as of Q3 2025
| Institution | Position Value |
|---|---|
F FIDUCIARY TRUST CO Institution | $146.0M 1.67% of portfolio |
L LPL Financial LLC Institution | $92.9M 0.03% of portfolio |
 MORGAN STANLEY RIA/Wealth | $62.9M 0.00% of portfolio |
 Lido Advisors, LLC RIA/Wealth | $57.4M 0.24% of portfolio |
 Garrett Wealth Advisory Group, LLC RIA/Wealth | $55.6M 10.84% of portfolio |
 Private Advisor Group, LLC RIA/Wealth | $42.8M 0.21% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $38.1M 0.04% of portfolio |
T Team Financial Group, LLC Institution | $31.1M 14.44% of portfolio |
 IEQ CAPITAL, LLC RIA/Wealth | $18.3M 0.06% of portfolio |
F Financial Gravity Wealth, Inc. Institution | $18.2M 3.87% of portfolio |
Net Capital Flow
Institutional buying and selling activity for EPS in Q3 2025
- Traded
- +$17.5M
- Buyers
- 69
- Sellers
- 62
- Total Bought
- +$74.8M
- Total Sold
- −$57.3M
- Avg Position
- $5.1M
Biggest Buyers
| Institution | Net Bought |
|---|---|
S Systelligence, LLC Institution | +$9.4M +135.7K shares |
W WealthPlan Investment Management, LLC RIA/Wealth | +$8.4M +121.4K shares |
Cetera Investment Advisers RIA/Wealth | +$7.4M +107.5K shares |
 INTEGRITY ALLIANCE, LLC. RIA/Wealth | +$6.9M +100.1K shares |
 Per Stirling Capital Management, LLC. RIA/Wealth | +$5.1M +73.5K shares |
 FLAGSHIP WEALTH ADVISORS, LLC RIA/Wealth | +$4.8M +69.5K shares |
L LPL Financial LLC Institution | +$4.7M +68.3K shares |
 CITIGROUP INC Institution | +$3.9M +57.0K shares |
 AMERIPRISE FINANCIAL INC Institution | +$3.1M +45.3K shares |
+$2.1M +30.7K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
Private Advisor Group, LLC RIA/Wealth | −$30.1M −437.2K shares |
F FIDUCIARY TRUST CO Institution | −$9.3M −134.7K shares |
Lido Advisors, LLC RIA/Wealth | −$2.6M −37.6K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$1.9M −30.0K shares |
−$1.8M −28.0K shares | |
MORGAN STANLEY RIA/Wealth | −$1.5M −21.5K shares |
 GOLDMAN SACHS GROUP INC Institution | −$1.3M −19.3K shares |
P | −$1.1M −17.1K shares |
 Equitable Holdings, Inc. Institution | −$917.5K −14.3K shares |
 UBS Group AG Institution | −$840.2K −12.2K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited EPS in Q3 2025
- New Positions
- 15
- New Value
- $13.2M
- Exited Positions
- 13
- Exited Value
- $7.9M
New Positions
| Institution | Position Value |
|---|---|
Per Stirling Capital Management, LLC. RIA/Wealth | $5.1M 73.5K shares |
 Hershey Financial Advisers, LLC RIA/Wealth | $1.7M 24.4K shares |
 SEVEN MILE ADVISORY RIA/Wealth | $1.3M 19.2K shares |
 Summit Financial, LLC RIA/Wealth | $1.1M 16.5K shares |
T Triad Wealth Partners, LLC RIA/Wealth | $666.5K 9.7K shares |
 Mach-1 Financial Group, Inc. RIA/Wealth | $601.2K 8.7K shares |
 Integrity Advisory Solutions, LLC RIA/Wealth | $601.2K 8.7K shares |
 Brand Asset Management Group, Inc. RIA/Wealth | $600.2K 8.7K shares |
 Kelman-Lazarov, Inc. RIA/Wealth | $413.4K 6.0K shares |
S Strategic Financial Concepts, LLC RIA/Wealth | $339.9K 4.9K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $1.9M 30.0K shares |
$1.8M 28.0K shares | |
P | $1.1M 17.1K shares |
Equitable Holdings, Inc. Institution | $917.5K 14.3K shares |
 Jackson Creek Investment Advisors LLC Long Only Manager | $573.1K 9.0K shares |
 Advisor Resource Council RIA/Wealth | $468.4K 7.3K shares |
 Huntleigh Advisors, Inc. RIA/Wealth | $415.9K 6.5K shares |
 Fort Point Capital Partners, LLC Fund of Funds | $307.9K 4.8K shares |
 Integrated Wealth Concepts LLC RIA/Wealth | $218.9K 3.4K shares |
 NorthRock Partners, LLC RIA/Wealth | $162.0K 2.5K shares |
Options Activity
Institutions with the largest Call and Put options positions in EPS as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with EPS as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
T Team Financial Group, LLC Institution | 14.44% $31.1M |
Garrett Wealth Advisory Group, LLC RIA/Wealth | 10.84% $55.6M |
W WIN ADVISORS, INC RIA/Wealth | 4.73% $9.7M |
F Financial Gravity Wealth, Inc. Institution | 3.87% $18.2M |
FLAGSHIP WEALTH ADVISORS, LLC RIA/Wealth | 3.56% $10.8M |
S Systelligence, LLC Institution | 3.23% $17.0M |
V VISTA INVESTMENT MANAGEMENT RIA/Wealth | 1.95% $5.6M |
F FIDUCIARY TRUST CO Institution | 1.67% $146.0M |
Hershey Financial Advisers, LLC RIA/Wealth | 1.44% $1.7M |
 Marietta Wealth Management, LLC RIA/Wealth | 0.84% $6.9M |
Hedge Fund Spotlight
Discover hedge funds investing in EPS
TWO SIGMA INVESTMENTS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerScott David Hoffman
- Portfolio Value
- $62.0B
- Positions
- 3,252
- Last Reported
- Q3 2025
Sector Allocation
Position in WisdomTree U.S. LargeCap
- Market Value
- $5.1M
- Shares Held
- 74.5K
- Portfolio Weight
- 0.01%
- Owned Since
- 2024-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $680.4M | 1.10% | |
ETF ETF | $582.6M | 0.94% | |
ETF ETF | $489.6M | 0.79% |
