Who owns WisdomTree U.S. LargeCap Fund?
Institutional ownership of EPS from SEC Form 13F filings across 121 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.
121
13F holders
$742.5M
value, 2026 filers
47.8%
of shares outstanding (9.6M sh)
19
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 | Cetera Investment Advisers | 687,129 | $53.5M | 0.0% | 3.4% | +4.1% |
| 5 | INTEGRITY ALLIANCE, LLC. | 562,910 | $43.8M | 1.4% | 2.8% | +114.5% |
| 6 | WealthPlan Investment Management, LLC | 516,386 | $40.2M | 2.0% | 2.6% | +12.5% |
| 7 | Kestra Advisory Services, LLC | 382,217 | $29.7M | 0.1% | 1.9% | +35.9% |
| 8 | Financial Gravity Companies, Inc.NEW | 304,306 | $23.7M | 3.8% | 1.5% | new |
| 9 | IEQ CAPITAL, LLC | 265,154 | $20.6M | 0.1% | 1.3% | 0.0% |
| 10 | FLAGSHIP WEALTH ADVISORS, LLCNEW | 233,980 | $18.2M | 4.1% | 1.2% | new |
| 11 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 198,886 | $15.5M | 0.0% | 1% | +1.1% |
| 12 | BANK OF AMERICA CORP /DE/ | 175,418 | $13.6M | 0.0% | 0.9% | -8.3% |
| 13 | JPMORGAN CHASE & CO | 172,483 | $13.4M | 0.0% | 0.9% | +2.8% |
| 14 | Focus Partners Wealth | 141,071 | $11.0M | 0.0% | 0.7% | -0.2% |
| 15 | Ameritas Advisory Services, LLC | 107,375 | $8.4M | 0.2% | 0.5% | +535.7% |
| 16 | UBS Group AG | 90,272 | $7.0M | 0.0% | 0.4% | +3.3% |
| 17 | Creative Planning | 88,954 | $6.9M | 0.0% | 0.4% | -0.9% |
| 18 | HARBOUR INVESTMENTS, INC. | 78,304 | $6.1M | 0.1% | 0.4% | +3.5% |
| 19 | WELLS FARGO & COMPANY/MN | 75,686 | $5.9M | 0.0% | 0.4% | -2.4% |
| 20 | CITIGROUP INC | 74,209 | $5.8M | 0.0% | 0.4% | +3.3% |
| 21 | JONES FINANCIAL COMPANIES LLLP | 60,129 | $4.6M | 0.0% | 0.3% | +19.4% |
| 22 | GOLDMAN SACHS GROUP INC | 52,053 | $4.0M | 0.0% | 0.3% | +29.2% |
| 23 | Prime Capital Investment Advisors, LLC | 50,479 | $3.9M | 0.0% | 0.3% | -0.8% |
| 24 | Integrity Advisory Solutions, LLC | 47,995 | $3.7M | 0.4% | 0.2% | +234.6% |
| 25 | Betterment LLC | 44,201 | $3,438 | 0.0% | 0.2% | -4.9% |
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.