Vault-13

WISDOMTREE TR EPS

US LARGECAP FUND · ETP · CUSIP 97717W588

160 institutional holders +6 vs Q3 2025
13,213,21613.2m shares reported held*
$934.8mreported value*
14 new 54 added 57 reduced 11 sold out net bought ≈ $46.6m (+657.5k 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 ≈ $70.75.

Trends to Q4 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: 154Q4 25: 160160Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 2025160

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 24: 37 bought or addedQ1 24: 59 cut or sold outQ2 24: 46 bought or addedQ2 24: 45 cut or sold outQ2 24Q3 24: 52 bought or addedQ3 24: 45 cut or sold outQ4 24: 58 bought or addedQ4 24: 44 cut or sold outQ4 24Q1 25: 67 bought or addedQ1 25: 51 cut or sold outQ2 25: 63 bought or addedQ2 25: 59 cut or sold outQ2 25Q3 25: 70 bought or addedQ3 25: 60 cut or sold outQ4 25: 68 bought or addedQ4 25: 68 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20243759
Q2 20244645
Q3 20245245
Q4 20245844
Q1 20256751
Q2 20256359
Q3 20257060
Q4 20256868

Biggest buyers

CWM, LLC Added +433,508+433.5k
Focus Partners Wealth New +141,348+141.3k
EASTERN BANK New +110,134+110.1k
LPL Financial LLC Added +85,364+85.4k
WealthPlan Investment Management, LLC Added +83,313+83.3k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +67,993+68.0k
Cetera Investment Advisers Added +58,556+58.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +56,918+56.9k
FLAGSHIP WEALTH ADVISORS, LLC Added +40,200+40.2k
Private Advisor Group, LLC Added +37,743+37.7k

Biggest sellers

Fiduciary Trust Co Reduced -221,123-221.1k
NorthCoast Asset Management LLC Sold out -139,506-139.5k
JPMORGAN CHASE & CO Reduced -138,436-138.4k
TWO SIGMA INVESTMENTS, LP Sold out -74,500-74.5k
Systelligence, LLC Reduced -32,013-32.0k
Cambridge Investment Research Advisors, Inc. Reduced -30,666-30.7k
CITIGROUP INC Reduced -16,908-16.9k
MORGAN STANLEY Reduced -13,235-13.2k
ORG Partners LLC Sold out -10,022-10.0k
Mach-1 Financial Group, LLC Sold out -8,721-8.7k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Fiduciary Trust Co 1.53% of their portfolio Boston, MA 1,896,4191.9m $134.4m $134.4m 1.53% Reduced -221.1k -221,123
2 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 1,432,3921.4m $101.5m $101.5m 0.03% Added +85.4k +85,364
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 899,783899.8k $63.8m $63.8m 0.00% Reduced -13.2k -13,235
4 Lido Advisors, LLC 0.23% of their portfolio Los Angeles, CA 830,502830.5k $57.3m $57.3m 0.23% Reduced -1.6k -1,604
5 Garrett Wealth Advisory Group, LLC 11.02% of their portfolio WEATHERFORD, TX 823,228823.2k $58.3m $58.3m 11.02% Added +16.4k +16,420
6 Private Advisor Group, LLC 0.22% of their portfolio MORRISTOWN, NJ 658,714658.7k $46.7m $46.7m 0.22% Added +37.7k +37,743
7 Cetera Investment Advisers 0.05% of their portfolio SCHAUMBURG, IL 611,471611.5k $43.3m $43.3m 0.05% Added +58.6k +58,556
8 Team Financial Group, LLC 14.39% of their portfolio TEMECULA, CA 447,544447.5k $31.7m $31.7m 14.39% Reduced -4.3k -4,255
9 CWM, LLC 0.08% of their portfolio OMAHA, NE 433,715433.7k $30.7m $30.7m 0.08% Added +433.5k +433,508
10 Financial Gravity Asset Management, Inc. 3.77% of their portfolio Lakeway, TX 276,068276.1k $19.6m $19.6m 3.77% Added +12.1k +12,066
11 IEQ CAPITAL, LLC 0.06% of their portfolio Foster City, CA 265,154265.2k $18.8m $18.8m 0.06% Unchanged
12 INTEGRITY ALLIANCE, LLC. 0.65% of their portfolio Urbandale, IA 252,271252.3k $17.9m $17.9m 0.65% Added +5.5k +5,523
13 Kestra Advisory Services, LLC 0.07% of their portfolio AUSTIN, TX 247,480247.5k $17.5m $17.5m 0.07% Added +18.7k +18,685
14 WealthPlan Investment Management, LLC 1.05% of their portfolio OMAHA, NE 233,293233.3k $16.5m $16.5m 1.05% Added +83.3k +83,313
15 Systelligence, LLC 2.90% of their portfolio BLOOMINGTON, MN 214,877214.9k $15.2m $15.2m 2.90% Reduced -32.0k -32,013
16 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 208,973209.0k $14.8m $14.8m 0.00% Reduced -8.2k -8,231
17 FLAGSHIP WEALTH ADVISORS, LLC 4.06% of their portfolio WAKEFIELD, MA 196,919196.9k $14.0m $14.0m 4.06% Added +40.2k +40,200
18 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 189,838189.8k $13.5m $13.5m 0.01% Added +68.0k +67,993
19 WIN ADVISORS, INC 4.31% of their portfolio PALM BEACH GARDENS, FL 143,424143.4k $10.2m $10.2m 4.31% Added +2.6k +2,598
20 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 141,348141.3k $10.0m $10.0m 0.01% New
21 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 138,120138.1k $9.8m $9.8m 0.00% Reduced -138.4k -138,436
22 EASTERN BANK 0.13% of their portfolio BOSTON, MA 110,134110.1k $7.8m $7.8m 0.13% New
23 Marietta Wealth Management, LLC 0.81% of their portfolio MARIETTA, GA 98,77698.8k $7.0m $7.0m 0.81% Reduced -770 -770
24 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 90,35390.4k $6.4m $6.4m 0.00% Reduced -3.4k -3,411
25 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 89,02189.0k $6.3m $6.3m 0.01% Added +56.9k +56,918
26 VISTA INVESTMENT MANAGEMENT 2.03% of their portfolio PITTSBURGH, PA 86,70686.7k $6.1m $6.1m 2.03% Added +5.7k +5,732
27 UBS Group AG 0.00% of their portfolio ZURICH, V8 84,83184.8k $6.0m $6.0m 0.00% Reduced -3.7k -3,705
28 RETIREMENT FINANCIAL SOLUTIONS, LLC 1.69% of their portfolio KNOXVILLE, TN 81,65281.7k $5.8m $5.8m 1.69% Added +5.6k +5,598
29 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 81,05181.1k $5.7m $5.7m 0.00% Added +436 +436
30 TopTier Wealth Management, LLC 3.86% of their portfolio MUSKEGO, WI 80,20080.2k $5.7m $5.7m 3.86% First filing
31 NewSquare Capital LLC 0.48% of their portfolio NEWTOWN SQUARE, PA 76,55176.6k $5.4m $5.4m 0.48% Added +6.4k +6,351
32 Per Stirling Capital Management, LLC. 0.57% of their portfolio AUSTIN, TX 71,65471.7k $5.1m $5.1m 0.57% Reduced -1.9k -1,883
33 Maia Wealth LLC 0.86% of their portfolio DENVER, CO 71,41071.4k $5.1m $5.1m 0.86% Added +21.1k +21,144
34 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 63,16663.2k $4.5m $4.5m 0.00% Added +3.7k +3,665
35 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 62,86262.9k $4.5m $4.5m 0.00% Reduced -16.9k -16,908
36 HARBOUR INVESTMENTS, INC. 0.09% of their portfolio MADISON, WI 60,96461.0k $4.3m $4.3m 0.09% Added +3.8k +3,772
37 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 59,87359.9k $4.2m $4.2m 0.00% Added +4.0k +4,049
38 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 53,78353.8k $3.8m $3.8m 0.01% Added +4.1k +4,090
39 Prime Capital Investment Advisors, LLC 0.05% of their portfolio OVERLAND PARK, KS 52,87752.9k $3.7m $3.7m 0.05% Reduced -2.9k -2,942
40 Betterment LLC 0.01% of their portfolio NEW YORK, NY 48,22648.2k $3.4m $3.4m 0.01% Reduced -3.0k -3,004
41 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 47,03147.0k $3.3m $3.3m 0.00% Added +19.0k +19,007
42 LOWE BROCKENBROUGH & CO INC 0.16% of their portfolio RICHMOND, VA 46,25246.3k $3.3m $3.3m 0.16% Unchanged
43 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 45,57745.6k $3.2m $3.2m 0.00% Added +6.9k +6,905
44 AssuredPartners Investment Advisors, LLC 0.46% of their portfolio Tampa, FL 43,26743.3k $3.1m $3.1m 0.46% Unchanged
45 BEACON FINANCIAL GROUP 0.27% of their portfolio DALLAS, TX 38,54538.5k $2.7m $2.7m 0.27% Reduced -321 -321
46 ROCKLAND TRUST CO 0.10% of their portfolio HANOVER, MA 36,23036.2k $2.6m $2.6m 0.10% Reduced -148 -148
47 Concurrent Investment Advisors, LLC 0.03% of their portfolio Tampa, FL 35,46135.5k $2.5m $2.5m 0.03% Reduced -2.8k -2,842
48 Modera Wealth Management, LLC 0.03% of their portfolio WESTWOOD, NJ 35,09435.1k $2.5m $2.5m 0.03% Unchanged
49 WealthPoint Financial, LLC 2.14% of their portfolio CRAMERTON, NC 34,69134.7k $2.5m $2.5m 2.14% First filing
50 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 31,10231.1k $2.2m $2.2m 0.00% Added +12.4k +12,367
51 Pine Valley Investments Ltd Liability Co 0.10% of their portfolio MARLTON, NJ 27,96728.0k $2.0m $2.0m 0.10% Added +217 +217
52 KMG FIDUCIARY PARTNERS, LLC 0.14% of their portfolio TOLEDO, OH 27,25927.3k $1.9m $1.9m 0.14% Added +94 +94
53 Chicago Partners Investment Group LLC 0.05% of their portfolio CHICAGO, IL 26,07926.1k $1.9m $1.9m 0.05% Added +53 +53
54 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 25,93125.9k $1.8m $1.8m 0.00% Added +1.2k +1,192
55 Advisory Alpha, LLC 0.05% of their portfolio HOLLAND, MI 23,99224.0k $1.7m $1.7m 0.05% Added +25 +25
56 Hershey Financial Advisers, LLC 1.43% of their portfolio LANCASTER, PA 23,88223.9k $1.7m $1.7m 1.43% Reduced -559 -559
57 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 22,34822.3k $1.6m $1.6m 0.00% Reduced -1.1k -1,055
58 Global Retirement Partners, LLC 0.03% of their portfolio San Rafael, CA 20,87920.9k $1.5m $1.5m 0.03% Reduced -233 -233
59 FMR LLC 0.00% of their portfolio BOSTON, MA 19,59819.6k $1.4m $1.4m 0.00% Added +1.8k +1,817
60 Triad Wealth Partners, LLC 0.13% of their portfolio LAWRENCE, KS 19,58719.6k $1.4m $1.4m 0.13% Added +9.9k +9,920
61 SEVEN MILE ADVISORY 0.23% of their portfolio TALLAHASSEE, FL 19,24119.2k $1.4m $1.4m 0.23% Added +66 +66
62 Ameritas Advisory Services, LLC 0.05% of their portfolio Lincoln, NE 18,96419.0k $1.3m $1.3m 0.05% New
63 Rathbones Group PLC 0.00% of their portfolio Liverpool, X0 17,97418.0k $1.3m $1.3m 0.00% Added +7.3k +7,273
64 LongView Wealth Management 0.31% of their portfolio ATLANTA, GA 17,71117.7k $1.3m $1.3m 0.31% New
65 GM Advisory Group, LLC 0.05% of their portfolio MELVILLE, NY 16,94816.9k $1.2m $1.2m 0.05% Added +1.8k +1,813
66 Summit Financial, LLC 0.02% of their portfolio PARSIPPANY, NJ 15,99316.0k $1.1m $1.1m 0.02% Reduced -467 -467
67 Beacon Financial Advisory LLC 0.26% of their portfolio CLEVELAND, OH 15,54315.5k $1.1m $1.1m 0.26% Reduced -2.0k -1,964
68 Herold Advisors, Inc. 0.24% of their portfolio New York, NY 15,47015.5k $1.1m $1.1m 0.24% Reduced -390 -390
69 BlackRock, Inc. 0.00% of their portfolio New York, NY 14,12314.1k $1.0m $1.0m 0.00% Added +13.6k +13,645
70 Arkadios Wealth Advisors 0.02% of their portfolio ATLANTA, GA 13,58913.6k $962.9k $962.9k 0.02% Reduced -799 -799
71 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 12,89512.9k $913.7k $913.7k 0.00% Reduced -9 -9
72 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 12,37912.4k $877.2k $877.2k 0.00% Reduced -33 -33
73 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 12,35212.4k $875.3k $875.3k 0.00% Reduced -231 -231
74 CENTAURUS FINANCIAL, INC. 0.04% of their portfolio ANAHEIM, CA 12,23512.2k $867.0k $867.0k 0.04% Added +635 +635
75 Integrity Advisory Solutions, LLC 0.12% of their portfolio DALLAS, TX 12,20112.2k $864.6k $864.6k 0.12% Added +3.5k +3,480
76 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 11,90011.9k $843.3k $843.3k 0.01% Reduced -9 -9
77 Mariner, LLC 0.00% of their portfolio Overland Park, KS 10,91510.9k $773.4k $773.4k 0.00% New
78 Essential Planning, LLC. 0.24% of their portfolio PORTSMOUTH, NH 10,42410.4k $738.6k $738.6k 0.24% Reduced -491 -491
79 Quartz Partners, LLC 0.27% of their portfolio SARATOGA SPRINGS, NY 10,19310.2k $722.3k $722.3k 0.27% Reduced -101 -101
80 Family Capital Management, Inc. 0.31% of their portfolio GRAND RAPIDS, MI 10,00010.0k $708.6k $708.6k 0.31% Unchanged
81 Seek First Inc. 0.47% of their portfolio Campbell, CA 9,6799.7k $685.9k $685.9k 0.47% Reduced -131 -131
82 UPTICK PARTNERS, LLC 0.15% of their portfolio NACOGDOCHES, TX 9,6299.6k $682.3k $682.3k 0.15% New
83 WealthPLAN Partners, LLC 0.10% of their portfolio OMAHA, NE 9,4819.5k $671.8k $671.8k 0.10% New
84 PARSONS CAPITAL MANAGEMENT INC/RI 0.04% of their portfolio PROVIDENCE, RI 9,0289.0k $639.7k $639.7k 0.04% Reduced -85 -85
85 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 8,9208.9k $632.1k $632.1k 0.00% Reduced -318 -318
86 Parkside Financial Bank & Trust 0.05% of their portfolio SAINT LOUIS, MO 8,8168.8k $624.7k $624.7k 0.05% Unchanged
87 Melone Private Wealth, LLC 0.26% of their portfolio AUBURN HILLS, MI 8,7578.8k $620.5k $620.5k 0.26% Reduced -145 -145
88 Cornerstone Wealth Management, LLC 0.03% of their portfolio ST. PETERS, MO 8,6938.7k $616.0k $616.0k 0.03% Added +11 +11
89 VERUS CAPITAL PARTNERS, LLC 0.04% of their portfolio SCOTTSDALE, AZ 8,6518.7k $613.0k $613.0k 0.04% Added +255 +255
90 Institute for Wealth Management, LLC. 0.06% of their portfolio DENVER, CO 8,5758.6k $607.6k $607.6k 0.06% Unchanged
91 Brand Asset Management Group, Inc. 0.17% of their portfolio CHESTERFIELD, MO 8,3888.4k $594.4k $594.4k 0.17% Reduced -318 -318
92 Advisor Resource Council 0.21% of their portfolio DALLAS, TX 8,2938.3k $601.2k $601.2k 0.21% New
93 Berger Financial Group, Inc 0.03% of their portfolio PLYMOUTH, MN 8,1298.1k $576.0k $576.0k 0.03% Unchanged
94 Bouchey Financial Group, Ltd. 0.04% of their portfolio TROY, NY 7,8157.8k $553.8k $553.8k 0.04% Unchanged
95 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 7,4387.4k $527.1k $527.1k 0.00% Reduced -3 -3
96 E&G Advisors, LLC 0.12% of their portfolio HOUSTON, TX 7,4057.4k $524.7k $524.7k 0.12% Added +130 +130
97 Kilter Group LLC 0.23% of their portfolio RHINEBECK, NY 7,2307.2k $512.3k $512.3k 0.23% Unchanged
98 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 6,9076.9k $489.5k $489.5k 0.00% New
99 SWMG, LLC 0.14% of their portfolio FORT WORTH, TX 6,8456.8k $492.9k $492.9k 0.14% Added +68 +68
100 Redwood Financial Network Corp 0.30% of their portfolio SOLON, OH 6,6896.7k $474.0k $474.0k 0.30% Reduced -25 -25