WisdomTree US Large Cap Fund (EPS): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

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Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 176

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$77.79

+14.2% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of EPS (all 13F filers)

Fiduciary Trust1.8 MWealth adviser−81 K
LPL Financial1.6 MWealth adviser+126 K
Morgan Stanley929 KBank or trading desk+39 K
Garrett Wealth Advisory Group753 KWealth adviser+2,679
Cetera Investment Advisers687 KWealth adviser+27 K
Private Advisor Group665 KType not verified−29 K
Integrity Alliance563 KType not verified+300 K
WealthPlan Investment Management516 KType not verified+57 K
Team Financial Group457 KType not verified+6,638
Kestra Advisory Services382 KWealth adviser+101 K

Filer	Type
Fiduciary Trust	Wealth adviser	1.8 M	−81 K	$138M
LPL Financial	Wealth adviser	1.6 M	+126 K	$127M
Morgan Stanley	Bank or trading desk	929 K	+39 K	$72.3M
Garrett Wealth Advisory Group	Wealth adviser	753 K	+2,679	$58.6M
Cetera Investment Advisers	Wealth adviser	687 K	+27 K	$53.5M
Private Advisor Group	Type not verified	665 K	−29 K	$51.7M
Integrity Alliance	Type not verified	563 K	+300 K	$43.8M
WealthPlan Investment Management	Type not verified	516 K	+57 K	$40.2M
Team Financial Group	Type not verified	457 K	+6,638	$35.6M
Kestra Advisory Services	Wealth adviser	382 K	+101 K	$29.7M

Fiduciary Trust
Shares
1.8 M
Change
−81 K
See more
Type
Wealth adviser
Value
$138M
LPL Financial
Shares
1.6 M
Change
+126 K
See more
Type
Wealth adviser
Value
$127M
Morgan Stanley
Shares
929 K
Change
+39 K
See more
Type
Bank or trading desk
Value
$72.3M
Garrett Wealth Advisory Group
Shares
753 K
Change
+2,679
See more
Type
Wealth adviser
Value
$58.6M
Cetera Investment Advisers
Shares
687 K
Change
+27 K
See more
Type
Wealth adviser
Value
$53.5M
Private Advisor Group
Shares
665 K
Change
−29 K
See more
Type
Type not verified
Value
$51.7M
Integrity Alliance
Shares
563 K
Change
+300 K
See more
Type
Type not verified
Value
$43.8M
WealthPlan Investment Management
Shares
516 K
Change
+57 K
See more
Type
Type not verified
Value
$40.2M
Team Financial Group
Shares
457 K
Change
+6,638
See more
Type
Type not verified
Value
$35.6M
Kestra Advisory Services
Shares
382 K
Change
+101 K
See more
Type
Wealth adviser
Value
$29.7M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗