WisdomTree Trust - EPS

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$934M

QoQ value delta ($000)

+$95.45M (+11.38%)

Implied price effect (QoQ)

+2.62%

Total shares

13,203,525

QoQ shares delta

+1,039,151 (+8.54%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Early Q1 2026 data: only 2 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
FIDUCIARY TRUST CO	134,380	1,896,419	1.53%
LPL Financial LLC	101,499	1,432,392	0.03%
MORGAN STANLEY	63,758	899,783	0.0%
Garrett Wealth Advisory Group, LLC	58,333	823,228	11.02%
Lido Advisors, LLC	57,254	830,502	0.17%
Private Advisor Group, LLC	46,676	658,714	0.22%
Cetera Investment Advisers	43,328	611,471	0.05%
Team Financial Group, LLC	31,713	447,544	14.39%
CWM, LLC	30,733	433,715	0.08%
Financial Gravity Asset Management, Inc.	19,562	276,068	3.77%
IEQ CAPITAL, LLC	18,788	265,154	0.06%
INTEGRITY ALLIANCE, LLC.	17,875	252,271	0.65%
Kestra Advisory Services, LLC	17,536	247,480	0.07%
WealthPlan Investment Management, LLC	16,531	233,293	1.05%
Systelligence, LLC	15,226	214,877	2.9%
BANK OF AMERICA CORP /DE/	14,807	208,973	0.0%
FLAGSHIP WEALTH ADVISORS, LLC	13,953	196,919	4.06%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	13,451	189,838	0.01%
WIN ADVISORS, INC	10,163	143,424	4.31%
Focus Partners Wealth	10,015	141,348	0.01%
JPMORGAN CHASE & CO	9,787	138,120	0.0%
EASTERN BANK	7,804	110,134	0.13%
Marietta Wealth Management, LLC	6,999	98,776	0.81%
Creative Planning	6,402	90,353	0.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	6,308	89,021	0.0%