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EPS · WisdomTree U.S. LargeCap Fund ETF

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$81.27 -0.26 (-0.32%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 2
Total Value: $1,008,702
Total Shares: 12,967

Institutional Ownership Trend

15 quarters

Holder Concentration

Across 2 13F filers · Δ vs Mar 31, 2026
Top Holder
68.0%
Dec 2020 → Jun 2026 · range 16.4% – 100.0%
−32.0 pts
Top 5
100.0%
Dec 2020 → Jun 2026 · range 51.1% – 100.0%
0.0 pts
Top 10
100.0%
Dec 2020 → Jun 2026 · range 68.7% – 100.0%
0.0 pts
HHI
5,647
Dec 2020 → Jun 2026 · range 752 – 10,000
Highly concentrated−4,353

Quarterly Activity

vs Mar 31, 2026
New
2
Increased
0
Decreased
0
Sold Out
1
Unchanged
0
Holder count: +1
Institutional value: +150.0%
Shares held: +118.9%

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Parkside Financial Bank & Trust 8,816 $685,796
Corient Private Wealth LLC 4,151 $322,906

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
M&T Bank Corp 5,925 $403,551
Filter: New 2 Increased 0 Reduced 0 Sold out 1 Unchanged 0
Showing 2 of 2
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Parkside Financial Bank & Trust EPS $685,796 67.99% 8,816
Corient Private Wealth LLC EPS $322,906 32.01% 4,151