Vault-13

WISDOMTREE TR EPS

US LARGECAP FUND · ETP · CUSIP 97717W588

173 institutional holders +2 vs Q1 2026
12,779,36212.8m shares reported held*
$994.0mreported value*
14 new 65 added 45 reduced 11 sold out net sold ≈ $6.3m (-81.5k 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 ($1.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $77.78.

Trends to Q2 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: 171Q2 26: 173173Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026173

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 25Q1 26: 74 bought or addedQ1 26: 74 cut or sold outQ2 26: 79 bought or addedQ2 26: 56 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20245245
Q4 20245844
Q1 20256751
Q2 20256359
Q3 20257060
Q4 20256868
Q1 20267474
Q2 20267956

Biggest buyers

INTEGRITY ALLIANCE, LLC. Added +300,462+300.5k
FLAGSHIP WEALTH ADVISORS, LLC Added +157,119+157.1k
LPL Financial LLC Added +126,341+126.3k
Kestra Advisory Services, LLC Added +101,006+101.0k
Ameritas Advisory Services, LLC Added +90,485+90.5k
WealthPlan Investment Management, LLC Added +57,249+57.2k
MORGAN STANLEY Added +39,193+39.2k
Integrity Advisory Solutions, LLC Added +33,650+33.6k
WealthPLAN Partners, LLC Added +33,560+33.6k
Cetera Investment Advisers Added +27,107+27.1k

Biggest sellers

Lido Advisors, LLC Reduced -791,401-791.4k
WIN ADVISORS, INC Sold out -128,568-128.6k
Systelligence, LLC Reduced -107,249-107.2k
Fiduciary Trust Co Reduced -80,558-80.6k
AMERIPRISE FINANCIAL INC Reduced -37,029-37.0k
Private Advisor Group, LLC Reduced -28,996-29.0k
KMG FIDUCIARY PARTNERS, LLC Sold out -25,179-25.2k
BANK OF AMERICA CORP /DE/ Reduced -15,942-15.9k
OSAIC HOLDINGS, INC. Reduced -14,066-14.1k
CITADEL ADVISORS LLC Sold out -14,060-14.1k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Fiduciary Trust Co 1.50% of their portfolio Boston, MA 1,778,5761.8m $138.4m $138.4m 1.50% Reduced -80.6k -80,558
2 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 1,638,7191.6m $127.5m $127.5m 0.03% Added +126.3k +126,341
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 928,869928.9k $72.3m $72.3m 0.00% Added +39.2k +39,193
4 Garrett Wealth Advisory Group, LLC 9.00% of their portfolio WEATHERFORD, TX 752,712752.7k $58.6m $58.6m 9.00% Added +2.7k +2,679
5 Cetera Investment Advisers 0.05% of their portfolio SCHAUMBURG, IL 687,129687.1k $53.5m $53.5m 0.05% Added +27.1k +27,107
6 Private Advisor Group, LLC 0.24% of their portfolio MORRISTOWN, NJ 664,596664.6k $51.7m $51.7m 0.24% Reduced -29.0k -28,996
7 INTEGRITY ALLIANCE, LLC. 1.38% of their portfolio Urbandale, IA 562,910562.9k $43.8m $43.8m 1.38% Added +300.5k +300,462
8 WealthPlan Investment Management, LLC 2.00% of their portfolio OMAHA, NE 516,386516.4k $40.2m $40.2m 2.00% Added +57.2k +57,249
9 Team Financial Group, LLC 15.11% of their portfolio TEMECULA, CA 457,411457.4k $35.6m $35.6m 15.11% Added +6.6k +6,638
10 Kestra Advisory Services, LLC 0.10% of their portfolio AUSTIN, TX 382,217382.2k $29.7m $29.7m 0.10% Added +101.0k +101,006
11 Financial Gravity Companies, Inc. 3.84% of their portfolio Lakeway, TX 304,306304.3k $23.7m $23.7m 3.84% First filing
12 IEQ CAPITAL, LLC 0.10% of their portfolio Foster City, CA 265,154265.2k $20.6m $20.6m 0.10% Unchanged
13 FLAGSHIP WEALTH ADVISORS, LLC 4.07% of their portfolio WAKEFIELD, MA 233,980234.0k $18.2m $18.2m 4.07% Added +157.1k +157,119
14 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 198,886198.9k $15.5m $15.5m 0.01% Added +2.1k +2,069
15 Stenger Family Office, LLC 2.28% of their portfolio Naperville, IL 184,220184.2k $14.3m $14.3m 2.28% Reduced -7.7k -7,748
16 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 175,418175.4k $13.6m $13.6m 0.00% Reduced -15.9k -15,942
17 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 172,483172.5k $13.4m $13.4m 0.00% Added +4.8k +4,756
18 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 141,071141.1k $11.0m $11.0m 0.01% Reduced -352 -352
19 Maia Wealth LLC 1.37% of their portfolio DENVER, CO 119,691119.7k $9.3m $9.3m 1.37% Added +23.4k +23,437
20 EASTERN BANK 0.14% of their portfolio BOSTON, MA 117,104117.1k $9.1m $9.1m 0.14% Added +7.0k +6,970
21 Ameritas Advisory Services, LLC 0.17% of their portfolio Lincoln, NE 107,375107.4k $8.4m $8.4m 0.17% Added +90.5k +90,485
22 Marietta Wealth Management, LLC 0.80% of their portfolio MARIETTA, GA 99,47699.5k $7.7m $7.7m 0.80% Reduced -114 -114
23 UBS Group AG 0.00% of their portfolio ZURICH, V8 90,27290.3k $7.0m $7.0m 0.00% Added +2.9k +2,912
24 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 88,95489.0k $6.9m $6.9m 0.00% Reduced -815 -815
25 VISTA INVESTMENT MANAGEMENT 2.00% of their portfolio PITTSBURGH, PA 85,03385.0k $6.6m $6.6m 2.00% Added +353 +353
26 NewSquare Capital LLC 0.47% of their portfolio NEWTOWN SQUARE, PA 81,62481.6k $6.3m $6.3m 0.47% Added +2.3k +2,268
27 TopTier Wealth Management, LLC 3.77% of their portfolio MUSKEGO, WI 80,25780.3k $6.2m $6.2m 3.77% Added +91 +91
28 HARBOUR INVESTMENTS, INC. 0.08% of their portfolio MADISON, WI 78,30478.3k $6.1m $6.1m 0.08% Added +2.6k +2,624
29 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 75,68675.7k $5.9m $5.9m 0.00% Reduced -1.9k -1,898
30 WealthPLAN Partners, LLC 1.12% of their portfolio OMAHA, NE 75,49275.5k $5.9m $5.9m 1.12% Added +33.6k +33,560
31 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 74,20974.2k $5.8m $5.8m 0.00% Added +2.4k +2,362
32 TOWLE & CO 1.63% of their portfolio DENVER, CO 61,91661.9k $4.8m $4.8m 1.63% Added +23.1k +23,110
33 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 60,12960.1k $4.6m $4.6m 0.00% Added +9.8k +9,750
34 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 52,05352.1k $4.0m $4.0m 0.00% Added +11.7k +11,749
35 Prime Capital Investment Advisors, LLC 0.04% of their portfolio OVERLAND PARK, KS 50,47950.5k $3.9m $3.9m 0.04% Reduced -419 -419
36 Integrity Advisory Solutions, LLC 0.38% of their portfolio DALLAS, TX 47,99548.0k $3.7m $3.7m 0.38% Added +33.6k +33,650
37 LOWE BROCKENBROUGH & CO INC 0.16% of their portfolio RICHMOND, VA 46,25246.3k $3.6m $3.6m 0.16% Unchanged
38 Betterment LLC 0.01% of their portfolio NEW YORK, NY 44,20144.2k $3.4m $3.4m 0.01% Reduced -2.3k -2,260
39 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 44,16744.2k $3.4m $3.4m 0.00% Added +162 +162
40 AssuredPartners Investment Advisors, LLC 0.32% of their portfolio Tampa, FL 43,05743.1k $3.3m $3.3m 0.32% Reduced -127 -127
41 WealthPoint Financial, LLC 2.16% of their portfolio CRAMERTON, NC 38,02538.0k $3.0m $3.0m 2.16% Added +619 +619
42 BEACON FINANCIAL GROUP 0.26% of their portfolio DALLAS, TX 37,44937.4k $2.9m $2.9m 0.26% Reduced -509 -509
43 Systelligence, LLC 0.47% of their portfolio BLOOMINGTON, MN 36,23336.2k $2.8m $2.8m 0.47% Reduced -107.2k -107,249
44 Pine Valley Investments Ltd Liability Co 0.12% of their portfolio MARLTON, NJ 36,12836.1k $2.8m $2.8m 0.12% Added +7.5k +7,500
45 ROCKLAND TRUST CO 0.11% of their portfolio HANOVER, MA 35,55635.6k $2.8m $2.8m 0.11% Reduced -52 -52
46 LongView Wealth Management 0.71% of their portfolio ATLANTA, GA 35,35035.4k $2.7m $2.7m 0.71% Added +2.5k +2,532
47 Modera Wealth Management, LLC 0.03% of their portfolio WESTWOOD, NJ 34,93534.9k $2.7m $2.7m 0.03% Unchanged
48 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 31,12131.1k $2.4m $2.4m 0.00% Added +5.0k +4,993
49 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 27,70127.7k $2.2m $2.2m 0.00% Reduced -37.0k -37,029
50 Chicago Partners Investment Group LLC 0.04% of their portfolio CHICAGO, IL 26,43426.4k $2.0m $2.0m 0.04% Added +1.2k +1,225
51 DAYMARK WEALTH PARTNERS, LLC 0.05% of their portfolio CINCINNATI, OH 24,02524.0k $1.9m $1.9m 0.05% Added +626 +626
52 Global Retirement Partners, LLC 0.03% of their portfolio San Rafael, CA 23,40123.4k $1.8m $1.8m 0.03% First filing
53 Advisory Alpha, LLC 0.04% of their portfolio HOLLAND, MI 22,50022.5k $1.8m $1.8m 0.04% Reduced -1.1k -1,106
54 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 21,50021.5k $1.7m $1.7m 0.00% New
55 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 21,41821.4k $1.7m $1.7m 0.00% Reduced -252 -252
56 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 21,04421.0k $1.6m $1.6m 0.00% Unchanged
57 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 20,83920.8k $1.6m $1.6m 0.00% Reduced -14.1k -14,066
58 FMR LLC 0.00% of their portfolio BOSTON, MA 19,92819.9k $1.6m $1.6m 0.00% Added +938 +938
59 Wealthspire Advisors, LLC 0.01% of their portfolio NEW YORK, NY 17,77817.8k $1.4m $1.4m 0.01% New
60 UPTICK PARTNERS, LLC 0.20% of their portfolio NACOGDOCHES, TX 16,64416.6k $1.3m $1.3m 0.20% Added +1.5k +1,520
61 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 16,56016.6k $1.3m $1.3m 0.00% Added +5.9k +5,900
62 BlackRock, Inc. 0.00% of their portfolio New York, NY 13,96114.0k $1.1m $1.1m 0.00% Reduced -162 -162
63 Beacon Financial Advisory LLC 0.21% of their portfolio CLEVELAND, OH 13,94613.9k $1.1m $1.1m 0.21% Reduced -442 -442
64 Mariner, LLC 0.00% of their portfolio Overland Park, KS 13,60813.6k $1.1m $1.1m 0.00% Added +2.7k +2,660
65 Herold Advisors, Inc. 0.21% of their portfolio New York, NY 13,47013.5k $1.0m $1.0m 0.21% Reduced -1.0k -1,000
66 Savvy Advisors, Inc. 0.02% of their portfolio NEW YORK, NY 13,06413.1k $1.0m $1.0m 0.02% New
67 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 12,24512.2k $952.6k $952.6k 0.01% Added +208 +208
68 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 12,19412.2k $948.6k $948.6k 0.01% Added +552 +552
69 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 12,05212.1k $937.5k $937.5k 0.00% Reduced -77 -77
70 Summit Financial, LLC 0.01% of their portfolio PARSIPPANY, NJ 12,02412.0k $935.3k $935.3k 0.01% Reduced -1.3k -1,331
71 CENTAURUS FINANCIAL, INC. 0.04% of their portfolio ANAHEIM, CA 11,87811.9k $924.0k $924.0k 0.04% Reduced -173 -173
72 Triad Wealth Partners, LLC 0.05% of their portfolio LAWRENCE, KS 11,15911.2k $890.3k $890.3k 0.05% Reduced -109 -109
73 MOSAIC FAMILY WEALTH PARTNERS, LLC 0.06% of their portfolio ST. LOUIS, MO 11,14911.1k $867.3k $867.3k 0.06% Added +7.7k +7,664
74 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 10,23110.2k $795.9k $795.9k 0.00% Added +2.6k +2,600
75 Essential Planning, LLC. 0.22% of their portfolio PORTSMOUTH, NH 10,01210.0k $778.9k $778.9k 0.22% Reduced -413 -413
76 Family Capital Management, Inc. 0.30% of their portfolio GRAND RAPIDS, MI 10,00010.0k $777.9k $777.9k 0.30% Unchanged
77 Quartz Partners, LLC 0.24% of their portfolio SARATOGA SPRINGS, NY 9,5589.6k $743.5k $743.5k 0.24% Added +313 +313
78 VERUS CAPITAL PARTNERS, LLC 0.04% of their portfolio SCOTTSDALE, AZ 9,4189.4k $732.6k $732.6k 0.04% Added +606 +606
79 Seek First Inc. 0.43% of their portfolio Campbell, CA 8,8018.8k $684.6k $684.6k 0.43% Added +26 +26
80 Melone Private Wealth, LLC 0.26% of their portfolio AUBURN HILLS, MI 8,6398.6k $672.0k $672.0k 0.26% Reduced -119 -119
81 Cornerstone Wealth Management, LLC 0.03% of their portfolio ST. PETERS, MO 8,6388.6k $672.0k $672.0k 0.03% Reduced -65 -65
82 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 8,6378.6k $671.9k $671.9k 0.00% Unchanged
83 PARSONS CAPITAL MANAGEMENT INC/RI 0.03% of their portfolio PROVIDENCE, RI 8,6148.6k $670.1k $670.1k 0.03% Reduced -344 -344
84 Institute for Wealth Management, LLC. 0.06% of their portfolio DENVER, CO 8,5758.6k $667.0k $667.0k 0.06% Unchanged
85 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 8,4728.5k $659.0k $659.0k 0.01% Reduced -2.6k -2,564
86 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 8,2498.2k $641.7k $641.7k 0.00% Reduced -140 -140
87 Berger Financial Group, Inc 0.03% of their portfolio PLYMOUTH, MN 8,1368.1k $632.9k $632.9k 0.03% Unchanged
88 Bouchey Financial Group, Ltd. 0.04% of their portfolio TROY, NY 7,8157.8k $607.9k $607.9k 0.04% Unchanged
89 Brand Asset Management Group, Inc. 0.13% of their portfolio CHESTERFIELD, MO 7,8027.8k $606.9k $606.9k 0.13% Reduced -101 -101
90 E&G Advisors, LLC 0.11% of their portfolio HOUSTON, TX 7,6307.6k $593.5k $593.5k 0.11% Added +225 +225
91 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 7,4227.4k $578.0k $578.0k 0.00% Added +3.4k +3,381
92 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 7,3887.4k $574.8k $574.8k 0.00% Reduced -791.4k -791,401
93 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 7,2327.2k $562.6k $562.6k 0.00% Reduced -610 -610
94 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 7,0147.0k $545.8k $545.8k 0.00% Added +2.5k +2,488
95 Investment Partners Asset Management, Inc. 0.29% of their portfolio METUCHEN, NJ 6,7176.7k $522.5k $522.5k 0.29% Added +345 +345
96 Redwood Financial Network Corp 0.29% of their portfolio SOLON, OH 6,6896.7k $520.3k $520.3k 0.29% Unchanged
97 United Advisor Group, LLC 0.05% of their portfolio CINCINNATI, OH 6,6596.7k $518.0k $518.0k 0.05% Added +1.1k +1,078
98 Kelman-Lazarov, Inc. 0.07% of their portfolio MEMPHIS, TN 6,4956.5k $505.2k $505.2k 0.07% Unchanged
99 Capital Group Private Client Services, Inc. 0.01% of their portfolio Los Angeles, CA 6,4336.4k $500.4k $500.4k 0.01% Added +13 +13
100 Tower Research Capital LLC (TRC) 0.01% of their portfolio NEW YORK, NY 6,3546.4k $494.3k $494.3k 0.01% New