Vault-13

WISDOMTREE TR EPS

US LARGECAP FUND · ETP · CUSIP 97717W588

154 institutional holders +6 vs Q2 2025
12,519,89812.5m shares reported held*
$863.2mreported value*
19 new 51 added 48 reduced 12 sold out net bought ≈ $24.8m (+360.0k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $68.94.

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 101Q4 22: 102Q1 23: 104Q2 23: 100Q3 23: 110Q4 23: 112Q1 24: 111Q2 24: 110Q3 24: 118Q4 24: 145Q1 25: 148Q2 25: 148Q3 25: 154154Q3 22Q2 23Q1 24Q4 24Q3 25
Numbers
QuarterHolders
Q3 2022101
Q4 2022102
Q1 2023104
Q2 2023100
Q3 2023110
Q4 2023112
Q1 2024111
Q2 2024110
Q3 2024118
Q4 2024145
Q1 2025148
Q2 2025148
Q3 2025154

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q4 23: 45 bought or addedQ4 23: 49 cut or sold outQ1 24: 37 bought or addedQ1 24: 59 cut or sold outQ1 24Q2 24: 46 bought or addedQ2 24: 45 cut or sold outQ3 24: 52 bought or addedQ3 24: 45 cut or sold outQ3 24Q4 24: 58 bought or addedQ4 24: 44 cut or sold outQ1 25: 67 bought or addedQ1 25: 51 cut or sold outQ1 25Q2 25: 63 bought or addedQ2 25: 59 cut or sold outQ3 25: 70 bought or addedQ3 25: 60 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20234549
Q1 20243759
Q2 20244645
Q3 20245245
Q4 20245844
Q1 20256751
Q2 20256359
Q3 20257060

Biggest buyers

JPMORGAN CHASE & CO Added +138,460+138.5k
Systelligence, LLC Added +135,704+135.7k
WealthPlan Investment Management, LLC Added +121,443+121.4k
Cetera Investment Advisers Added +107,464+107.5k
INTEGRITY ALLIANCE, LLC. Added +100,135+100.1k
Per Stirling Capital Management, LLC. New +73,537+73.5k
FLAGSHIP WEALTH ADVISORS, LLC Added +69,459+69.5k
LPL Financial LLC Added +68,285+68.3k
CITIGROUP INC Added +56,964+57.0k
AMERIPRISE FINANCIAL INC Added +45,316+45.3k

Biggest sellers

Private Advisor Group, LLC Reduced -437,205-437.2k
Fiduciary Trust Co Reduced -134,683-134.7k
Lido Advisors, LLC Reduced -37,554-37.6k
CITADEL ADVISORS LLC Sold out -29,955-30.0k
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors Sold out -28,020-28.0k
ROYAL BANK OF CANADA Reduced -27,581-27.6k
MORGAN STANLEY Reduced -21,460-21.5k
GOLDMAN SACHS GROUP INC Reduced -19,348-19.3k
Patriot Financial Group Insurance Agency, LLC Sold out -17,066-17.1k
Equitable Holdings, Inc. Sold out -14,333-14.3k

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Fiduciary Trust Co 1.65% of their portfolio Boston, MA 2,117,5422.1m $146.0m $146.0m 1.65% Reduced -134.7k -134,683
2 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 1,347,0281.3m $92.9m $92.9m 0.03% Added +68.3k +68,285
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 913,018913.0k $62.9m $62.9m 0.00% Reduced -21.5k -21,460
4 Lido Advisors, LLC 0.24% of their portfolio Los Angeles, CA 832,106832.1k $57.4m $57.4m 0.24% Reduced -37.6k -37,554
5 Garrett Wealth Advisory Group, LLC 10.84% of their portfolio WEATHERFORD, TX 806,808806.8k $55.6m $55.6m 10.84% Added +14.3k +14,348
6 Private Advisor Group, LLC 0.21% of their portfolio MORRISTOWN, NJ 620,971621.0k $42.8m $42.8m 0.21% Reduced -437.2k -437,205
7 Cetera Investment Advisers 0.04% of their portfolio SCHAUMBURG, IL 552,915552.9k $38.1m $38.1m 0.04% Added +107.5k +107,464
8 Team Financial Group, LLC 14.44% of their portfolio TEMECULA, CA 451,799451.8k $31.1m $31.1m 14.44% Reduced -41 -41
9 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 276,556276.6k $19.1m $19.1m 0.00% Added +138.5k +138,460
10 IEQ CAPITAL, LLC 0.06% of their portfolio Foster City, CA 265,154265.2k $18.3m $18.3m 0.06% Unchanged
11 Financial Gravity Asset Management, Inc. 3.59% of their portfolio Lakeway, TX 264,002264.0k $18.2m $18.2m 3.59% First filing
12 Systelligence, LLC 3.23% of their portfolio BLOOMINGTON, MN 246,890246.9k $17.0m $17.0m 3.23% Added +135.7k +135,704
13 INTEGRITY ALLIANCE, LLC. 0.80% of their portfolio Urbandale, IA 246,748246.7k $17.0m $17.0m 0.80% Added +100.1k +100,135
14 Kestra Advisory Services, LLC 0.07% of their portfolio AUSTIN, TX 228,795228.8k $15.8m $15.8m 0.07% Reduced -11.4k -11,393
15 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 217,204217.2k $15.0m $15.0m 0.00% Added +3.4k +3,434
16 FLAGSHIP WEALTH ADVISORS, LLC 3.56% of their portfolio WAKEFIELD, MA 156,719156.7k $10.8m $10.8m 3.56% Added +69.5k +69,459
17 WealthPlan Investment Management, LLC 0.69% of their portfolio OMAHA, NE 149,980150.0k $10.3m $10.3m 0.69% Added +121.4k +121,443
18 WIN ADVISORS, INC 4.73% of their portfolio PALM BEACH GARDENS, FL 140,826140.8k $9.7m $9.7m 4.73% Added +765 +765
19 NorthCoast Asset Management LLC 0.04% of their portfolio STAMFORD, CT 139,506139.5k $9.6m $9.6m 0.04% Added +31 +31
20 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 121,845121.8k $8.4m $8.4m 0.01% Added +12.1k +12,097
21 Marietta Wealth Management, LLC 0.84% of their portfolio MARIETTA, GA 99,54699.5k $6.9m $6.9m 0.84% Added +1.1k +1,099
22 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 93,76493.8k $6.5m $6.5m 0.00% Reduced -150 -150
23 UBS Group AG 0.00% of their portfolio ZURICH, V8 88,53688.5k $6.1m $6.1m 0.00% Reduced -12.2k -12,188
24 VISTA INVESTMENT MANAGEMENT 1.95% of their portfolio PITTSBURGH, PA 80,97481.0k $5.6m $5.6m 1.95% Reduced -1.9k -1,925
25 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 80,61580.6k $5.6m $5.6m 0.00% Reduced -425 -425
26 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 79,77079.8k $5.5m $5.5m 0.00% Added +57.0k +56,964
27 Moloney Securities Asset Management, LLC 0.65% of their portfolio MANCHESTER, MO 79,37179.4k $5.5m $5.5m 0.65% Added +5.4k +5,353
28 RETIREMENT FINANCIAL SOLUTIONS, LLC 1.09% of their portfolio KNOXVILLE, TN 76,05476.1k $5.2m $5.2m 1.09% Added +9.3k +9,265
29 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 74,50074.5k $5.1m $5.1m 0.01% Added +20.1k +20,100
30 Per Stirling Capital Management, LLC. 0.61% of their portfolio AUSTIN, TX 73,53773.5k $5.1m $5.1m 0.61% New
31 NewSquare Capital LLC 0.33% of their portfolio NEWTOWN SQUARE, PA 70,20070.2k $4.8m $4.8m 0.33% Added +245 +245
32 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 59,50159.5k $4.1m $4.1m 0.00% Reduced -19.3k -19,348
33 HARBOUR INVESTMENTS, INC. 0.09% of their portfolio MADISON, WI 57,19257.2k $3.9m $3.9m 0.09% Added +9.2k +9,247
34 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 55,82455.8k $3.8m $3.8m 0.00% Added +45.3k +45,316
35 Prime Capital Investment Advisors, LLC 0.05% of their portfolio OVERLAND PARK, KS 55,81955.8k $3.8m $3.8m 0.05% Reduced -181 -181
36 Betterment LLC 0.01% of their portfolio NEW YORK, NY 51,23051.2k $3.5m $3.5m 0.01% Reduced -1.5k -1,545
37 Maia Wealth LLC 0.60% of their portfolio DENVER, CO 50,26650.3k $3.5m $3.5m 0.60% Added +8.3k +8,332
38 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 49,69349.7k $3.3m $3.3m 0.00% Added +24.7k +24,674
39 LOWE BROCKENBROUGH & CO INC 0.16% of their portfolio RICHMOND, VA 46,25246.3k $3.2m $3.2m 0.16% Unchanged
40 AssuredPartners Investment Advisors, LLC 0.66% of their portfolio Tampa, FL 43,26743.3k $3.0m $3.0m 0.66% Reduced -91 -91
41 BEACON FINANCIAL GROUP 0.26% of their portfolio DALLAS, TX 38,86638.9k $2.7m $2.7m 0.26% Reduced -7.1k -7,091
42 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 38,67238.7k $2.7m $2.7m 0.00% Added +4.5k +4,477
43 Concurrent Investment Advisors, LLC 0.05% of their portfolio Tampa, FL 38,30338.3k $2.6m $2.6m 0.05% Added +660 +660
44 ROCKLAND TRUST CO 0.10% of their portfolio HANOVER, MA 36,37836.4k $2.5m $2.5m 0.10% Reduced -1.0k -1,026
45 Modera Wealth Management, LLC 0.03% of their portfolio WESTWOOD, NJ 35,09435.1k $2.4m $2.4m 0.03% Unchanged
46 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 34,46434.5k $2.4m $2.4m 0.01% Added +30.7k +30,687
47 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 32,10332.1k $2.2m $2.2m 0.00% Reduced -10.1k -10,109
48 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 28,02428.0k $1.9m $1.9m 0.00% Added +7.9k +7,878
49 Pine Valley Investments Ltd Liability Co 0.10% of their portfolio MARLTON, NJ 27,75027.8k $1.9m $1.9m 0.10% Added +1.9k +1,912
50 KMG FIDUCIARY PARTNERS, LLC 0.13% of their portfolio TOLEDO, OH 27,16527.2k $1.9m $1.9m 0.13% Added +21 +21
51 Chicago Partners Investment Group LLC 0.05% of their portfolio CHICAGO, IL 26,02626.0k $1.8m $1.8m 0.05% Reduced -211 -211
52 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 24,73924.7k $1.7m $1.7m 0.00% Reduced -27.6k -27,581
53 Hershey Financial Advisers, LLC 1.44% of their portfolio LANCASTER, PA 24,44124.4k $1.7m $1.7m 1.44% New
54 Advisory Alpha, LLC 0.05% of their portfolio HOLLAND, MI 23,96724.0k $1.7m $1.7m 0.05% Reduced -297 -297
55 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 23,40323.4k $1.6m $1.6m 0.00% Reduced -1.2k -1,212
56 Global Retirement Partners, LLC 0.03% of their portfolio San Rafael, CA 21,11221.1k $1.5m $1.5m 0.03% Added +2 +2
57 SEVEN MILE ADVISORY 0.21% of their portfolio TALLAHASSEE, FL 19,17519.2k $1.3m $1.3m 0.21% New
58 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 18,73518.7k $1.3m $1.3m 0.00% New
59 FMR LLC 0.00% of their portfolio BOSTON, MA 17,78117.8k $1.2m $1.2m 0.00% Added +2.0k +2,037
60 Beacon Financial Advisory LLC 0.28% of their portfolio CLEVELAND, OH 17,50717.5k $1.2m $1.2m 0.28% Reduced -2.9k -2,854
61 Summit Financial, LLC 0.02% of their portfolio PARSIPPANY, NJ 16,46016.5k $1.1m $1.1m 0.02% New
62 Herold Advisors, Inc. 0.25% of their portfolio New York, NY 15,86015.9k $1.1m $1.1m 0.25% Reduced -1.5k -1,500
63 GM Advisory Group, LLC 0.04% of their portfolio MELVILLE, NY 15,13515.1k $1.0m $1.0m 0.04% Reduced -2.3k -2,279
64 Arkadios Wealth Advisors 0.02% of their portfolio ATLANTA, GA 14,38814.4k $992.0k $992.0k 0.02% Added +710 +710
65 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 12,90412.9k $889.6k $889.6k 0.00% Added +458 +458
66 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 12,58312.6k $867.5k $867.5k 0.00% Added +69 +69
67 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 12,41212.4k $855.7k $855.7k 0.00% Added +326 +326
68 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 11,90911.9k $821.0k $821.0k 0.01% Added +2.7k +2,700
69 CENTAURUS FINANCIAL, INC. 0.04% of their portfolio ANAHEIM, CA 11,60011.6k $800.0k $800.0k 0.04% Added +37 +37
70 Essential Planning, LLC. 0.26% of their portfolio PORTSMOUTH, NH 10,91510.9k $752.5k $752.5k 0.26% Added +1 +1
71 Rathbones Group PLC 0.00% of their portfolio Liverpool, X0 10,70110.7k $737.7k $737.7k 0.00% Reduced -89 -89
72 Quartz Partners, LLC 0.26% of their portfolio SARATOGA SPRINGS, NY 10,29410.3k $709.7k $709.7k 0.26% Reduced -131 -131
73 ORG Partners LLC 0.13% of their portfolio ROANOKE, IN 10,02210.0k $690.9k $690.9k 0.13% Reduced -681 -681
74 Family Capital Management, Inc. 0.33% of their portfolio GRAND RAPIDS, MI 10,00010.0k $689.4k $689.4k 0.33% Unchanged
75 Seek First Inc. 0.49% of their portfolio Campbell, CA 9,8109.8k $676.3k $676.3k 0.49% Reduced -1.1k -1,146
76 Triad Wealth Partners, LLC 0.09% of their portfolio LAWRENCE, KS 9,6679.7k $666.5k $666.5k 0.09% New
77 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 9,2389.2k $636.9k $636.9k 0.00% Added +8.8k +8,810
78 PARSONS CAPITAL MANAGEMENT INC/RI 0.04% of their portfolio PROVIDENCE, RI 9,1139.1k $628.3k $628.3k 0.04% Reduced -324 -324
79 Melone Private Wealth, LLC 0.28% of their portfolio AUBURN HILLS, MI 8,9028.9k $613.7k $613.7k 0.28% Reduced -99 -99
80 Parkside Financial Bank & Trust 0.05% of their portfolio SAINT LOUIS, MO 8,8168.8k $607.8k $607.8k 0.05% Unchanged
81 Mach-1 Financial Group, LLC 0.10% of their portfolio Rogers, AR 8,7218.7k $601.2k $601.2k 0.10% New
82 Integrity Advisory Solutions, LLC 0.10% of their portfolio DALLAS, TX 8,7218.7k $601.2k $601.2k 0.10% First filing
83 Brand Asset Management Group, Inc. 0.17% of their portfolio CHESTERFIELD, MO 8,7068.7k $600.2k $600.2k 0.17% New
84 Cornerstone Wealth Management, LLC 0.03% of their portfolio ST. PETERS, MO 8,6828.7k $598.5k $598.5k 0.03% Added +176 +176
85 Institute for Wealth Management, LLC. 0.06% of their portfolio DENVER, CO 8,5758.6k $591.2k $591.2k 0.06% Reduced -1.3k -1,335
86 VERUS CAPITAL PARTNERS, LLC 0.05% of their portfolio SCOTTSDALE, AZ 8,3968.4k $580.2k $580.2k 0.05% Added +229 +229
87 Berger Financial Group, Inc 0.03% of their portfolio PLYMOUTH, MN 8,1298.1k $560.4k $560.4k 0.03% Unchanged
88 Bouchey Financial Group, Ltd. 0.04% of their portfolio TROY, NY 7,8157.8k $538.8k $538.8k 0.04% Unchanged
89 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 7,4417.4k $513.0k $513.0k 0.00% Added +687 +687
90 E&G Advisors, LLC 0.12% of their portfolio HOUSTON, TX 7,2757.3k $501.5k $501.5k 0.12% Added +50 +50
91 Kilter Group LLC 0.24% of their portfolio RHINEBECK, NY 7,2307.2k $498.4k $498.4k 0.24% Added +3 +3
92 SWMG, LLC 0.14% of their portfolio FORT WORTH, TX 6,7776.8k $468.5k $468.5k 0.14% Added +2.3k +2,301
93 LANARK FINANCIAL, INC. 0.04% of their portfolio BIRMINGHAM, AL 6,7456.7k $465.0k $465.0k 0.04% Reduced -52 -52
94 Redwood Financial Network Corp 0.29% of their portfolio SOLON, OH 6,7146.7k $462.9k $462.9k 0.29% Reduced -477 -477
95 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 6,4036.4k $441.4k $441.4k 0.00% Reduced -287 -287
96 Capital Group Private Client Services, Inc. 0.01% of their portfolio Los Angeles, CA 6,3796.4k $439.8k $439.8k 0.01% Reduced -6 -6
97 Kelman-Lazarov, Inc. 0.06% of their portfolio MEMPHIS, TN 5,9976.0k $413.4k $413.4k 0.06% New
98 IFG Advisory, LLC 0.02% of their portfolio ATLANTA, GA 5,9275.9k $408.6k $408.6k 0.02% Added +116 +116
99 M&T Bank Corp 0.00% of their portfolio BUFFALO, NY 5,9255.9k $408.5k $408.5k 0.00% Unchanged
100 BAR HARBOR WEALTH MANAGEMENT 0.02% of their portfolio CONCORD, NH 5,7215.7k $394.4k $394.4k 0.02% Unchanged