Who owns WisdomTree U.S. LargeCap Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of EPS from SEC Form 13F filings across 175 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 175 institutions disclosed 12.8M shares of WisdomTree U.S. LargeCap Fund worth $996.1M — about 63.7% of shares outstanding; the largest disclosed holder is Fiduciary Trust Co. Source: SEC Form 13F filings, parsed by EvidInvest.
175
13F holders
$996.1M
value, 2026 filers
63.7%
of shares outstanding (12.8M sh)
21
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of EPS's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Fiduciary Trust Co | 1.8M | $138.4M | 1.5% | 8.8% | -4.3% |
| 2 | LPL Financial LLC | 1.6M | $127.5M | 0.0% | 8.1% | +8.4% |
| 3 | MORGAN STANLEY | 928,869 | $72.3M | 0.0% | 4.6% | +4.4% |
| 4 | Garrett Wealth Advisory Group, LLC | 752,712 | $58.6M | 9.0% | 3.7% | +0.4% |
| 5 | Cetera Investment Advisers | 687,129 | $53.5M | 0.0% | 3.4% | +4.1% |
| 6 | Private Advisor Group, LLC | 664,596 | $51.7M | 0.2% | 3.3% | -4.2% |
| 7 | INTEGRITY ALLIANCE, LLC. | 562,910 | $43.8M | 1.4% | 2.8% | +114.5% |
| 8 | WealthPlan Investment Management, LLC | 516,386 | $40.2M | 2.0% | 2.6% | +12.5% |
| 9 | Team Financial Group, LLC | 457,411 | $35.6M | 15.1% | 2.3% | +1.5% |
| 10 | Kestra Advisory Services, LLC | 382,217 | $29.7M | 0.1% | 1.9% | +35.9% |
| 11 | Financial Gravity Companies, Inc.NEW | 304,306 | $23.7M | 3.8% | 1.5% | new |
| 12 | IEQ CAPITAL, LLC | 265,154 | $20.6M | 0.1% | 1.3% | 0.0% |
| 13 | FLAGSHIP WEALTH ADVISORS, LLCNEW | 233,980 | $18.2M | 4.1% | 1.2% | new |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 198,886 | $15.5M | 0.0% | 1% | +1.1% |
| 15 | Stenger Family Office, LLC | 184,220 | $14.3M | 2.3% | 0.9% | -4.0% |
| 16 | BANK OF AMERICA CORP /DE/ | 175,418 | $13.6M | 0.0% | 0.9% | -8.3% |
| 17 | JPMORGAN CHASE & CO | 172,483 | $13.4M | 0.0% | 0.9% | +2.8% |
| 18 | Focus Partners Wealth | 141,071 | $11.0M | 0.0% | 0.7% | -0.2% |
| 19 | Maia Wealth LLC | 119,691 | $9.3M | 1.4% | 0.6% | +24.3% |
| 20 | EASTERN BANK | 117,104 | $9.1M | 0.1% | 0.6% | +6.3% |
| 21 | Ameritas Advisory Services, LLC | 107,375 | $8.4M | 0.2% | 0.5% | +535.7% |
| 22 | Marietta Wealth Management, LLC | 99,476 | $7.7M | 0.8% | 0.5% | -0.1% |
| 23 | UBS Group AG | 90,272 | $7.0M | 0.0% | 0.4% | +3.3% |
| 24 | Creative Planning | 88,954 | $6.9M | 0.0% | 0.4% | -0.9% |
| 25 | VISTA INVESTMENT MANAGEMENT | 85,033 | $6.6M | 2.0% | 0.4% | +0.4% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.