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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

EPS

EPS Hedge Fund & Institutional Holdings

Wisdomtree US Large Cap Fund

-$33.6M

Net Activity

Institutions Holding

169

Popularity Rank

#3302

Avg Weight

0.34%

Total Value

$900.6M

Ownership Trend

169 institutions currently hold EPS, with 73 net buyers and 75 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

75

Net Buying Institutions

73

Key Holders

Key Holders

Top 5 by Value

Fiduciary Trust Co

LPL Financial LLC

Lido Advisors, LLC

Garrett Wealth Advisory Group, LLC

Top 5 by Conviction

Team Financial Group, LLC

Garrett Wealth Advisory Group, LLC

Win Advisors, INC

Financial Gravity Asset Management, Inc.

TopTier Wealth Management, LLC

View all 169 holding institutions

Quarterly Activity

Recent Activity

+$468.5M

Total Buy Value

$468.3M

Total Sell Value

New buy27

Trim62

Add46

Sold out13

73

Net Buyers

75

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding WISDOMTREE US LARGE CAP FUND (EPS)?

Major stakeholders currently include Fiduciary Trust Co ($126.6M), LPL Financial LLC ($103.0M), Morgan Stanley ($60.6M). Based on the latest 13F filings, there are a total of 169 tracked investment funds and institutions maintaining positions in EPS.

What is the overall institutional sentiment toward EPS recently?

Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $33.6M, driven by 73 managers accumulating shares while 75 reduced their exposure.

Which institutions have been selling or reducing their EPS positions?

In the latest period, 62 funds trimmed their holdings, and 13 managers completely exited their positions. The aggregate reported sell value was $468.3M.

Are there any notable investors adding EPS to their portfolios?

Yes, buying activity remains notable. 27 institutions opened new positions in {ticker}, and 46 existing holders added to their shares. The total reported buy value for the quarter amounted to $468.5M.

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