Vault-13

WISDOMTREE TR EPS

US LARGECAP FUND · ETP · CUSIP 97717W588

171 institutional holders +11 vs Q4 2025
13,311,63213.3m shares reported held*
$906.3mreported value*
27 new 47 added 61 reduced 13 sold out net bought ≈ $9.7m (+143.4k 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 ($1.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $68.08.

Trends to Q1 2026

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: 160Q1 26: 171171Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026171

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 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 25Q4 25: 68 bought or addedQ4 25: 68 cut or sold outQ1 26: 74 bought or addedQ1 26: 74 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20244645
Q3 20245245
Q4 20245844
Q1 20256751
Q2 20256359
Q3 20257060
Q4 20256868
Q1 20267474

Biggest buyers

WealthPlan Investment Management, LLC Added +225,844+225.8k
Stenger Family Office, LLC New +191,968+192.0k
LPL Financial LLC Added +79,986+80.0k
Cetera Investment Advisers Added +48,551+48.6k
TOWLE & CO New +38,806+38.8k
Private Advisor Group, LLC Added +34,878+34.9k
Kestra Advisory Services, LLC Added +33,731+33.7k
WealthPLAN Partners, LLC Added +32,451+32.5k
CWM, LLC Added +31,850+31.9k
JPMORGAN CHASE & CO Added +29,607+29.6k

Biggest sellers

FLAGSHIP WEALTH ADVISORS, LLC Reduced -120,058-120.1k
RETIREMENT FINANCIAL SOLUTIONS, LLC Sold out -81,652-81.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -81,179-81.2k
Garrett Wealth Advisory Group, LLC Reduced -73,195-73.2k
Per Stirling Capital Management, LLC. Sold out -71,654-71.7k
Systelligence, LLC Reduced -71,395-71.4k
Fiduciary Trust Co Reduced -37,285-37.3k
Lido Advisors, LLC Reduced -31,713-31.7k
JANE STREET GROUP, LLC Sold out -31,102-31.1k
Concurrent Investment Advisors, LLC Reduced -24,425-24.4k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Fiduciary Trust Co 1.50% of their portfolio Boston, MA 1,859,1341.9m $126.6m $126.6m 1.50% Reduced -37.3k -37,285
2 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 1,512,3781.5m $103.0m $103.0m 0.03% Added +80.0k +79,986
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 889,676889.7k $60.6m $60.6m 0.00% Reduced -10.1k -10,107
4 Lido Advisors, LLC 0.21% of their portfolio Los Angeles, CA 798,789798.8k $54.4m $54.4m 0.21% Reduced -31.7k -31,713
5 Garrett Wealth Advisory Group, LLC 9.09% of their portfolio WEATHERFORD, TX 750,033750.0k $51.1m $51.1m 9.09% Reduced -73.2k -73,195
6 Private Advisor Group, LLC 0.22% of their portfolio MORRISTOWN, NJ 693,592693.6k $47.2m $47.2m 0.22% Added +34.9k +34,878
7 Cetera Investment Advisers 0.05% of their portfolio SCHAUMBURG, IL 660,022660.0k $45.0m $45.0m 0.05% Added +48.6k +48,551
8 CWM, LLC 0.08% of their portfolio OMAHA, NE 465,565465.6k $31.7m $31.7m 0.08% Added +31.9k +31,850
9 WealthPlan Investment Management, LLC 1.74% of their portfolio OMAHA, NE 459,137459.1k $31.3m $31.3m 1.74% Added +225.8k +225,844
10 Team Financial Group, LLC 13.94% of their portfolio TEMECULA, CA 450,773450.8k $30.7m $30.7m 13.94% Added +3.2k +3,229
11 Financial Gravity Asset Management, Inc. 3.47% of their portfolio Lakeway, TX 286,548286.5k $19.5m $19.5m 3.47% Added +10.5k +10,480
12 Kestra Advisory Services, LLC 0.07% of their portfolio AUSTIN, TX 281,211281.2k $19.2m $19.2m 0.07% Added +33.7k +33,731
13 IEQ CAPITAL, LLC 0.08% of their portfolio Foster City, CA 265,154265.2k $18.1m $18.1m 0.08% Unchanged
14 INTEGRITY ALLIANCE, LLC. 0.68% of their portfolio Urbandale, IA 262,448262.4k $17.9m $17.9m 0.68% Added +10.2k +10,177
15 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 196,817196.8k $13.4m $13.4m 0.01% Added +7.0k +6,979
16 Stenger Family Office, LLC 2.31% of their portfolio Naperville, IL 191,968192.0k $13.1m $13.1m 2.31% New
17 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 191,360191.4k $13.0m $13.0m 0.00% Reduced -17.6k -17,613
18 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 167,727167.7k $11.1m $11.1m 0.00% Added +29.6k +29,607
19 Systelligence, LLC 1.90% of their portfolio BLOOMINGTON, MN 143,482143.5k $9.8m $9.8m 1.90% Reduced -71.4k -71,395
20 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 141,423141.4k $9.6m $9.6m 0.01% Added +75 +75
21 WIN ADVISORS, INC 4.01% of their portfolio PALM BEACH GARDENS, FL 128,568128.6k $8.8m $8.8m 4.01% Reduced -14.9k -14,856
22 EASTERN BANK 0.13% of their portfolio BOSTON, MA 110,134110.1k $7.5m $7.5m 0.13% Unchanged
23 Marietta Wealth Management, LLC 0.81% of their portfolio MARIETTA, GA 99,59099.6k $6.8m $6.8m 0.81% Added +814 +814
24 Maia Wealth LLC 1.11% of their portfolio DENVER, CO 96,25496.3k $6.6m $6.6m 1.11% Added +24.8k +24,844
25 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 89,76989.8k $6.1m $6.1m 0.00% Reduced -584 -584
26 UBS Group AG 0.00% of their portfolio ZURICH, V8 87,36087.4k $6.0m $6.0m 0.00% Added +2.5k +2,529
27 VISTA INVESTMENT MANAGEMENT 1.93% of their portfolio PITTSBURGH, PA 84,68084.7k $5.8m $5.8m 1.93% Reduced -2.0k -2,026
28 TopTier Wealth Management, LLC 3.36% of their portfolio MUSKEGO, WI 80,16680.2k $5.5m $5.5m 3.36% Reduced -34 -34
29 NewSquare Capital LLC 0.47% of their portfolio NEWTOWN SQUARE, PA 79,35679.4k $5.4m $5.4m 0.47% Added +2.8k +2,805
30 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 77,58477.6k $5.3m $5.3m 0.00% Reduced -3.5k -3,467
31 FLAGSHIP WEALTH ADVISORS, LLC 2.11% of their portfolio WAKEFIELD, MA 76,86176.9k $4.9m $4.9m 2.11% Reduced -120.1k -120,058
32 HARBOUR INVESTMENTS, INC. 0.08% of their portfolio MADISON, WI 75,68075.7k $5.2m $5.2m 0.08% Added +14.7k +14,716
33 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 71,84771.8k $4.9m $4.9m 0.00% Added +9.0k +8,985
34 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 64,73064.7k $4.4m $4.4m 0.00% Added +4.9k +4,857
35 Prime Capital Investment Advisors, LLC 0.04% of their portfolio OVERLAND PARK, KS 50,89850.9k $3.5m $3.5m 0.04% Reduced -2.0k -1,979
36 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 50,37950.4k $3.3m $3.3m 0.00% Added +3.3k +3,348
37 Betterment LLC 0.01% of their portfolio NEW YORK, NY 46,46146.5k $3.2m $3.2m 0.01% Reduced -1.8k -1,765
38 LOWE BROCKENBROUGH & CO INC 0.16% of their portfolio RICHMOND, VA 46,25246.3k $3.2m $3.2m 0.16% Unchanged
39 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 44,00544.0k $3.0m $3.0m 0.00% Reduced -1.6k -1,572
40 AssuredPartners Investment Advisors, LLC 0.32% of their portfolio Tampa, FL 43,18443.2k $3.0m $3.0m 0.32% Reduced -83 -83
41 WealthPLAN Partners, LLC 0.55% of their portfolio OMAHA, NE 41,93241.9k $2.9m $2.9m 0.55% Added +32.5k +32,451
42 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 40,30440.3k $2.7m $2.7m 0.00% Reduced -22.9k -22,862
43 TOWLE & CO 1.03% of their portfolio DENVER, CO 38,80638.8k $2.6m $2.6m 1.03% New
44 BEACON FINANCIAL GROUP 0.26% of their portfolio DALLAS, TX 37,95838.0k $2.6m $2.6m 0.26% Reduced -587 -587
45 WealthPoint Financial, LLC 2.13% of their portfolio CRAMERTON, NC 37,40637.4k $2.5m $2.5m 2.13% Added +2.7k +2,715
46 ROCKLAND TRUST CO 0.10% of their portfolio HANOVER, MA 35,60835.6k $2.4m $2.4m 0.10% Reduced -622 -622
47 Modera Wealth Management, LLC 0.03% of their portfolio WESTWOOD, NJ 34,93534.9k $2.4m $2.4m 0.03% Reduced -159 -159
48 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 34,90534.9k $2.4m $2.4m 0.00% Reduced -18.9k -18,878
49 LongView Wealth Management 0.60% of their portfolio ATLANTA, GA 32,81832.8k $2.4m $2.4m 0.60% Added +15.1k +15,107
50 Pine Valley Investments Ltd Liability Co 0.09% of their portfolio MARLTON, NJ 28,62828.6k $1.9m $1.9m 0.09% Added +661 +661
51 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 26,12826.1k $1.8m $1.8m 0.00% Added +197 +197
52 Chicago Partners Investment Group LLC 0.04% of their portfolio CHICAGO, IL 25,20925.2k $1.9m $1.9m 0.04% Reduced -870 -870
53 KMG FIDUCIARY PARTNERS, LLC 0.13% of their portfolio TOLEDO, OH 25,17925.2k $1.7m $1.7m 0.13% Reduced -2.1k -2,080
54 Advisory Alpha, LLC 0.04% of their portfolio HOLLAND, MI 23,60623.6k $1.6m $1.6m 0.04% Reduced -386 -386
55 DAYMARK WEALTH PARTNERS, LLC 0.05% of their portfolio CINCINNATI, OH 23,39923.4k $1.6m $1.6m 0.05% New
56 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 21,67021.7k $1.5m $1.5m 0.00% Added +8.8k +8,775
57 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 21,04421.0k $1.4m $1.4m 0.00% New
58 FMR LLC 0.00% of their portfolio BOSTON, MA 18,99019.0k $1.3m $1.3m 0.00% Reduced -608 -608
59 GM Advisory Group, LLC 0.05% of their portfolio MELVILLE, NY 17,70017.7k $1.2m $1.2m 0.05% Added +752 +752
60 Ameritas Advisory Services, LLC 0.04% of their portfolio Lincoln, NE 16,89016.9k $1.2m $1.2m 0.04% Reduced -2.1k -2,074
61 UPTICK PARTNERS, LLC 0.21% of their portfolio NACOGDOCHES, TX 15,12415.1k $1.0m $1.0m 0.21% Added +5.5k +5,495
62 Herold Advisors, Inc. 0.22% of their portfolio New York, NY 14,47014.5k $985.6k $985.6k 0.22% Reduced -1.0k -1,000
63 Beacon Financial Advisory LLC 0.22% of their portfolio CLEVELAND, OH 14,38814.4k $980.0k $980.0k 0.22% Reduced -1.2k -1,155
64 Integrity Advisory Solutions, LLC 0.13% of their portfolio DALLAS, TX 14,34514.3k $977.1k $977.1k 0.13% Added +2.1k +2,144
65 BlackRock, Inc. 0.00% of their portfolio New York, NY 14,12314.1k $961.9k $961.9k 0.00% Unchanged
66 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 14,06014.1k $957.6k $957.6k 0.00% Added +8.1k +8,096
67 Summit Financial, LLC 0.01% of their portfolio PARSIPPANY, NJ 13,35513.4k $909.6k $909.6k 0.01% Reduced -2.6k -2,638
68 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 12,12912.1k $826.1k $826.1k 0.00% Reduced -223 -223
69 CENTAURUS FINANCIAL, INC. 0.04% of their portfolio ANAHEIM, CA 12,05112.1k $821.0k $821.0k 0.04% Reduced -184 -184
70 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 12,03712.0k $819.9k $819.9k 0.01% Reduced -1.6k -1,552
71 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 11,64211.6k $793.0k $793.0k 0.01% Reduced -258 -258
72 Triad Wealth Partners, LLC 0.06% of their portfolio LAWRENCE, KS 11,26811.3k $767.5k $767.5k 0.06% Reduced -8.3k -8,319
73 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 11,03611.0k $751.6k $751.6k 0.01% Reduced -24.4k -24,425
74 Mariner, LLC 0.00% of their portfolio Overland Park, KS 10,94810.9k $745.7k $745.7k 0.00% Added +33 +33
75 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 10,66010.7k $731.6k $731.6k 0.00% Reduced -11.7k -11,688
76 Essential Planning, LLC. 0.23% of their portfolio PORTSMOUTH, NH 10,42510.4k $710.0k $710.0k 0.23% Added +1 +1
77 Family Capital Management, Inc. 0.30% of their portfolio GRAND RAPIDS, MI 10,00010.0k $681.1k $681.1k 0.30% Unchanged
78 Quartz Partners, LLC 0.24% of their portfolio SARATOGA SPRINGS, NY 9,2459.2k $629.7k $629.7k 0.24% Reduced -948 -948
79 PARSONS CAPITAL MANAGEMENT INC/RI 0.03% of their portfolio PROVIDENCE, RI 8,9589.0k $610.1k $610.1k 0.03% Reduced -70 -70
80 Parkside Financial Bank & Trust 0.05% of their portfolio SAINT LOUIS, MO 8,8168.8k $600.5k $600.5k 0.05% Unchanged
81 VERUS CAPITAL PARTNERS, LLC 0.04% of their portfolio SCOTTSDALE, AZ 8,8128.8k $600.2k $600.2k 0.04% Added +161 +161
82 Seek First Inc. 0.42% of their portfolio Campbell, CA 8,7758.8k $597.7k $597.7k 0.42% Reduced -904 -904
83 Melone Private Wealth, LLC 0.24% of their portfolio AUBURN HILLS, MI 8,7588.8k $596.5k $596.5k 0.24% Added +1 +1
84 Cornerstone Wealth Management, LLC 0.03% of their portfolio ST. PETERS, MO 8,7038.7k $592.8k $592.8k 0.03% Added +10 +10
85 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 8,6378.6k $588.3k $588.3k 0.00% New
86 Institute for Wealth Management, LLC. 0.06% of their portfolio DENVER, CO 8,5758.6k $584.0k $584.0k 0.06% Unchanged
87 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 8,3898.4k $571.4k $571.4k 0.00% Reduced -4.0k -3,990
88 Berger Financial Group, Inc 0.03% of their portfolio PLYMOUTH, MN 8,1368.1k $554.1k $554.1k 0.03% Added +7 +7
89 Brand Asset Management Group, Inc. 0.14% of their portfolio CHESTERFIELD, MO 7,9037.9k $538.3k $538.3k 0.14% Reduced -485 -485
90 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 7,8427.8k $534.1k $534.1k 0.00% Reduced -81.2k -81,179
91 Bouchey Financial Group, Ltd. 0.04% of their portfolio TROY, NY 7,8157.8k $556.6k $556.6k 0.04% Unchanged
92 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 7,6317.6k $519.7k $519.7k 0.00% Added +193 +193
93 E&G Advisors, LLC 0.11% of their portfolio HOUSTON, TX 7,4057.4k $504.4k $504.4k 0.11% Unchanged
94 SWMG, LLC 0.13% of their portfolio FORT WORTH, TX 6,8696.9k $467.8k $467.8k 0.13% Added +24 +24
95 Redwood Financial Network Corp 0.30% of their portfolio SOLON, OH 6,6896.7k $455.6k $455.6k 0.30% Unchanged
96 Kelman-Lazarov, Inc. 0.06% of their portfolio MEMPHIS, TN 6,4956.5k $442.4k $442.4k 0.06% Added +2.6k +2,598
97 Western Wealth Management, LLC 0.02% of their portfolio GOLDEN, CO 6,4776.5k $441.2k $441.2k 0.02% New
98 Capital Group Private Client Services, Inc. 0.01% of their portfolio Los Angeles, CA 6,4206.4k $437.3k $437.3k 0.01% Added +13 +13
99 Investment Partners Asset Management, Inc. 0.27% of their portfolio METUCHEN, NJ 6,3726.4k $434.0k $434.0k 0.27% New
100 M&T Bank Corp 0.00% of their portfolio BUFFALO, NY 5,9255.9k $403.6k $403.6k 0.00% Unchanged