WisdomTree U.S. LargeCap Fund (EPS)

WisdomTree U.S. LargeCap Fund (EPS) is listed on NYSE Arca, where it has traded since February 23, 2007.

Listed On
NYSE Arca
Listed Since
February 23, 2007

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 172 institutions reported holding EPS, with 12.8 million shares worth $995.5 million in aggregate. The largest reported holder was Fiduciary Trust, with 1.8 million shares worth $138.4 million. Of the 5 largest holders listed below, 4 added shares and 1 reduced its position during the quarter.

InstitutionSharesValueQuarter change
Fiduciary Trust1,778,576$138MReduced 4.33%
Lpl Financial1,638,719$127MAdded 8.35%
Morgan Stanley928,869$72MAdded 4.41%
Garrett Wealth Advisory Group752,712$59MAdded 0.36%
Cetera Investment Advisers687,129$53MAdded 4.11%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is EPS?

WisdomTree U.S. LargeCap Fund (EPS) is listed on NYSE Arca, where it has traded since February 23, 2007.

Who are the largest institutional holders of EPS?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of EPS were Fiduciary Trust, Lpl Financial and Morgan Stanley.

How many institutions own EPS?

172 institutions reported a position in EPS for the quarter ended June 30, 2026, worth $995.5 million in total.

Did institutions buy or sell EPS last quarter?

Of the 5 largest reported holders, 4 added shares and 1 reduced its position during the quarter. Every reported holder and its change is on the SentiSense ownership page for EPS.

Every reported institutional holder, plus insider and congressional trades in EPS, on SentiSense.