EPS · WisdomTree U.S. LargeCap Fund · Holdings ETF

$80.74 +0.11 (+0.14%)

Volume · Oct 21 422 Avg daily vol (3M) 50.08K

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 →

Institutional holdings are being reconciled with SEC filings. Holder totals and changes may be incomplete until reconciliation finishes.

Quarter:

Holders: 33

Total Value: $3,884,370

Total Shares: 1,296,206

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 33 13F filers · Δ vs Jun 30, 2026

Top Holder

98.8%

+65.4 pts

Top 5

100.0%

+31.0 pts

Top 10

100.0%

+11.6 pts

HHI

9,762

Highly concentrated+8,202

Who Holds EPS

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 175 filers, like-for-like change -0.7%; actively managed books -1.2%; index-like books +5.3%.

Holder type	Share	Filers	Change	New	Exited
Registered adviser	46.1%	113	-2.6%	11	7
Adviser	0.3%	3	-53.0%	0	0
Bank	4.9%	9	-1.2%	0	1
Broker-dealer	12.8%	1	+8.4%	0	0
Holding company	8.1%	5	+3.8%	0	0
Exempt adviser	0.0%	0	-100.0%	0	1
Unknown	27.8%	44	-1.6%	3	2

Style	Share	Filers	Change	New	Exited
Index-like	7.9%	4	+5.3%	0	0
Systematic-like	0.2%	2	+97.2%	2	2
Concentrated	15.7%	45	+7.3%	6	0
Diversified active	76.2%	124	-3.0%	6	9
Not measured	0.0%	0	—	0	0
Unknown	0.0%	0	—	0	0

Turnover	Share	Filers	Change	New	Exited
Low turnover	85.4%	126	-1.0%	8	6
Medium turnover	10.1%	31	+18.3%	0	1
High turnover	0.6%	5	-74.8%	3	4
Unknown	3.9%	13	+29.1%	3	0
Not measured	0.0%	0	—	0	0

Holding horizon	Share	Filers	Change	New	Exited
Short horizon	3.7%	11	-35.7%	2	1
Medium horizon	19.9%	37	+21.5%	1	0
Long horizon	75.6%	122	-4.9%	8	8
Unknown	0.7%	5	+120.6%	3	2
Not measured	0.0%	0	—	0	0

13F book size	Share	Filers	Change	New	Exited
Under $1B	22.2%	55	+1.7%	3	2
$1B to $10B	29.8%	59	+11.5%	5	3
$10B to $100B	18.4%	35	-22.4%	4	5
$100B or more	29.6%	26	+4.4%	2	1
Not measured	0.0%	0	—	0	0

Client base	Share	Filers	Change	New	Exited
Individuals and high net worth	44.7%	103	-3.2%	9	5
Pooled investment vehicles	0.2%	1	+52.9%	1	1
Registered funds and BDCs	0.0%	1	-10.0%	0	1
Corporations	0.0%	1	0.0%	0	0
Other investment advisers	0.1%	2	+4.7%	0	0
Diversified	1.1%	5	+22.1%	1	0
Unknown	53.9%	62	+1.0%	3	4

Private funds	Share	Filers	Change	New	Exited
Hedge funds	0.7%	6	-89.8%	1	2
Private equity funds	1.2%	3	+1.3%	0	0
Securitized asset funds	0.2%	1	0.0%	0	0
Other private funds	6.0%	9	+12.7%	2	0
Mixed private funds	0.0%	0	—	0	0
Private funds, type not stated	0.2%	1	+2.7%	0	0
No private funds	38.0%	92	+12.3%	8	5
Real estate funds	0.0%	1	-67.6%	0	1
Venture capital funds	0.0%	0	—	0	0
Unknown	53.9%	62	+1.0%	3	3

Location	Share	Filers	Change	New	Exited
United States	99.1%	172	-0.8%	14	10
Outside the US	0.9%	3	+6.9%	0	1

The Sep 30, 2026 filing window is still open, so its bar shows only the filers that have filed so far.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 3 holders with no observed 2026-03-31 13F and 3 holders with no observed 2026-06-30 13F.

Conviction and Crowding

175 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders

5.71% of filers hold it in their top 10

Mar 31, 2026: 11

Holders above 5%

median weight 0.204%

Mar 31, 2026: 1

Crowding

—

shares outstanding is an issuer-wide count, not one listing's

Private-fund advisers

—

of shares outstanding

Institutional ownership

—

shares outstanding is an issuer-wide count, not one listing's

Top 10 holders

65.4%

of 13F shares, Herfindahl 0.059

Active holders

-1.2%

like-for-like share change of active filers

5% stakes on record

0 13D, 0 13G

How long holders have held it value-weighted 11.8 quarters

Under 1 year 22.4% 1 to 3 years 16.9% 3 years or more 60.6% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).

Quarterly Activity

vs Jun 30, 2026

New

Increased

Decreased

Sold Out

Unchanged

New and Sold Out count only filers that reported a 13F for both quarters: a first-time filer's book is not a buy, and a fund that has not filed, or withheld its positions under confidential treatment, has not sold.

Holder count: -142

Institutional value: -96.4%

Shares held: -89.9%

Top Buyers

vs Jun 30, 2026

Institution	Added	Now Holds
Mid WealthPlan Investment Management, LLC	+47,864	564,250
Small Maia Wealth LLC	+46,651	166,342
Small WealthPLAN Partners, LLC	+20,762	96,254
Small LongView Wealth Management	+3,520	38,870
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	+191	16,751

Top Sellers

vs Jun 30, 2026

Institution	Sold	Now Holds
Mid Atria Investments, Inc	−2,952	9,242
Mid Prime Capital Investment Advisors, LLC	−2,479	48,000
Small Beacon Financial Advisory LLC	−1,750	12,196
Small Investment Partners Asset Management, Inc.	−802	5,915
Mid EASTERN BANK	−523	116,581

Top New Positions

vs Jun 30, 2026

Institution	Acquired	Value (USD)	Open
Mid IFP Advisors, Inc	243	$0

Top Sold-Out Positions

vs Jun 30, 2026

No fully closed positions this quarter.

Filter: New 1 Increased 7 Reduced 14 Sold out 0 Unchanged 10

Holder type: Registered adviser 19 Unknown 14

Showing 33 of 33

All Common Calls Puts

Compact Export CSV

Holder	Value (USD)	% of 13F	Shares	Own %	Change	Type	Filed
Mid Prime Capital Investment Advisors, LLC EPS	$3,837,600	98.80%	48,000	—	-2,479 -4.9%	Shares	2026-10-20
Mid PRIVATE TRUST CO NA EPS	$46,770	1.20%	585	—	0 0.0%	Shares	2026-10-20
Mid ROCKLAND TRUST CO EPS	—	—	35,316	—	-240 -0.7%	Shares	2026-10-05
Small Beacon Financial Advisory LLC Registered adviser EPS	—	—	12,196	—	-1,750 -12.5%	Shares	2026-10-16
Small Melone Private Wealth, LLC EPS	—	—	8,639	—	0 0.0%	Shares	2026-10-16
Small Maia Wealth LLC EPS	—	—	166,342	—	+46,651 +39.0%	Shares	2026-10-19
Small Herold Advisors, Inc. Registered adviser EPS	—	—	13,470	—	0 0.0%	Shares	2026-10-19
Small LongView Wealth Management EPS	—	—	38,870	—	+3,520 +10.0%	Shares	2026-10-19
Mid BEACON INVESTMENT ADVISORY SERVICES, INC. Registered adviser EPS	—	—	1,950	—	0 0.0%	Shares	2026-10-13
Mid Focus Financial Network, Inc. EPS	—	—	4,758	—	-29 -0.6%	Shares	2026-10-14
Small Coastline Trust Co EPS	—	—	1,107	—	-123 -10.0%	Shares	2026-10-01
Small BEACON FINANCIAL GROUP Registered adviser EPS	—	—	37,172	—	-277 -0.7%	Shares	2026-10-19
Small Triumph Capital Management Registered adviser EPS	—	—	200	—	0 0.0%	Shares	2026-10-14
Mid Blue Trust, Inc. EPS	—	—	81	—	0 0.0%	Shares	2026-10-15
Large Farther Finance Advisors, LLC Registered adviser EPS	—	—	3,047	—	-226 -6.9%	Shares	2026-10-08
Large MATHER GROUP, LLC. Registered adviser EPS	—	—	9	—	0 0.0%	Shares	2026-10-14
Mid WealthPlan Investment Management, LLC Registered adviser EPS	—	—	564,250	—	+47,864 +9.3%	Shares	2026-10-15
Mid EASTERN BANK EPS	—	—	116,581	—	-523 -0.4%	Shares	2026-10-05
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC EPS	—	—	16,751	—	+191 +1.2%	Shares	2026-10-13
Micro TopTier Wealth Management, LLC EPS	—	—	79,939	—	-318 -0.4%	Shares	2026-10-16
Small Peterson Wealth Advisors, LLC Registered adviser EPS	—	—	2,913	—	+8 +0.3%	Shares	2026-10-08
Small E&G Advisors, LP EPS	—	—	7,690	—	+60 +0.8%	Shares	2026-10-13
Small WealthPLAN Partners, LLC Registered adviser EPS	—	—	96,254	—	+20,762 +27.5%	Shares	2026-10-15
Small Polaris Financial Partners Registered adviser EPS	—	—	1,221	—	—	Shares	2026-10-02
Small Investment Partners Asset Management, Inc. Registered adviser EPS	—	—	5,915	—	-802 -11.9%	Shares	2026-10-09
Small IFS Advisors, LLC Registered adviser EPS	—	—	4,793	—	0 0.0%	Shares	2026-10-14
Mid IFP Advisors, Inc Registered adviser EPS	—	—	243	—	New	Shares	2026-10-16
Mid CoreCap Advisors, LLC Registered adviser EPS	—	—	4,120	—	-17 -0.4%	Shares	2026-10-08
Mid Atria Investments, Inc Registered adviser EPS	—	—	9,242	—	-2,952 -24.2%	Shares	2026-10-15
Mid Signal Advisors Wealth, LLC EPS	—	—	2,675	—	-103 -3.7%	Shares	2026-10-13
Small Planning Strategies Inc. Registered adviser EPS	—	—	118	—	0 0.0%	Shares	2026-10-02
Large Concurrent Investment Advisors, LLC Registered adviser EPS	—	—	8,029	—	-443 -5.2%	Shares	2026-10-16
Small MOLLER WEALTH PARTNERS Registered adviser EPS	—	—	3,730	—	0 0.0%	Shares	2026-10-15
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