Inst. Holders
50 funds
EP
EPS
WISDOMTREE TR
$80.57 ▲ +0.64%
Prev close $80.067 New Institutional Positions3 Institutional Exits
Snapshot
The big-picture read on EPS right now — valuation, ownership and activity at a glance.
Inst. Value
$478.4M
Inst. Activity
7 buys / 3 sells
Price chart 30d -0.0%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Jun 30, 2026 Inst.
Kestra Advisory Services, LLC — ADD
382,217 shares ($29.7M)
Jun 30, 2026 Inst.
GOLDMAN SACHS GROUP INC — ADD
52,053 shares ($4.0M)
Jun 24, 2026 ftd
FTD: EPS — 8,347 shares ($0.6M) failed to deliver
Settlement: 20260624, Price: $76.97, FTD Value: $642,468.59, WISDOMTREE U.S. LARGECAP FUND
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Jun 24, 2026
ftd
FTD: EPS — 8,347 shares ($0.6M) failed to deliver
Settlement: 20260624, Price: $76.97, FTD Value: $642,468.59, WISDOMTREE U.S. LARGECAP FUND
Apr 14, 2026
short_interest
FTD: EPS — 14,192 shares ($1.0M) failed to deliver
Settlement: 20260414, Price: $71.80, FTD Value: $1,018,985.6, WISDOMTREE U.S. LARGECAP FUND
Apr 13, 2026
short_interest
FTD: EPS — 22,778 shares ($1.6M) failed to deliver
Settlement: 20260413, Price: $71.10, FTD Value: $1,619,515.8, WISDOMTREE U.S. LARGECAP FUND
Mar 25, 2026
short_interest
FTD: EPS — 22,195 shares ($1.5M) failed to deliver
Settlement: 20260325, Price: $68.48, FTD Value: $1,519,913.6, WISDOMTREE U.S. LARGECAP FUND
Mar 24, 2026
short_interest
FTD: EPS — 15,659 shares ($1.1M) failed to deliver
Settlement: 20260324, Price: $68.71, FTD Value: $1,075,929.89, WISDOMTREE U.S. LARGECAP FUND
Institutional ownership
Which big funds own EPS (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $478.4M total value (6,151,967 shares) as of 2026-Q2. Top holders: LPL, MORGAN, Cetera. Net buying activity: 7 institutions added/increased vs 3 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| LPL Financial LLC | 1,638,719 | $127.5M | 26.6% | — |
| MORGAN STANLEY | 928,869 | $72.3M | 15.1% | — |
| Cetera Investment Advisers | 687,129 | $53.5M | 11.2% | — |
| Private Advisor Group, LLC | 664,596 | $51.7M | 10.8% | TRIM -41.3% |
| Kestra Advisory Services, LLC | 382,217 | $29.7M | 6.2% | ADD +35.9% |
| IEQ CAPITAL, LLC | 265,154 | $20.6M | 4.3% | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 198,886 | $15.5M | 3.2% | NEAR_EXIT -100.0% |
| BANK OF AMERICA CORP /DE/ | 175,418 | $13.6M | 2.9% | ADD +39.6% |
| JPMORGAN CHASE & CO | 172,483 | $13.4M | 2.8% | — |
| Focus Partners Wealth | 141,071 | $11.0M | 2.3% | NEW |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | ADD | 281,211 | 382,217 | +35.9% | $29.7M |
| GOLDMAN SACHS GROUP INC | ADD | 40,304 | 52,053 | +29.2% | $4.0M |
| AMERIPRISE FINANCIAL INC | TRIM | 64,730 | 27,701 | -57.2% | $2.2M |
| OSAIC HOLDINGS, INC. | TRIM | 34,905 | 20,839 | -40.3% | $1.6M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | ADD | 10,660 | 16,560 | +55.3% | $1.3M |
| COMMONWEALTH EQUITY SERVICES, LLC | ADD | 7,631 | 10,231 | +34.1% | $795.9K |
| Lido Advisors, LLC | NEAR_EXIT | 798,789 | 7,388 | -99.1% | $574.8K |
| Integrated Wealth Concepts LLC | ADD | 4,526 | 7,014 | +55.0% | $545.8K |
| MERCER GLOBAL ADVISORS INC /ADV | ADD | 3,349 | 6,299 | +88.1% | $490.0K |
| PNC FINANCIAL SERVICES GROUP, INC. | ADD | 3,872 | 4,943 | +27.7% | $384.5K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for EPS.
Shares short
42,532
Settlement Sep 15, 2026
Change vs prior
-33.0%
Semi-monthly cycle
Days to cover
1.0
At avg daily volume