EPS — Wisdomtree Tr Institutional Holders · Q3 2026
Who owns Wisdomtree Tr (EPS)? 9 institutions reported holding $13.64M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Eastern Bank ($9.3M), Rockland Trust Co ($2.8M), Investment Partners Asset Management, Inc. ($472,904).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | EASTERN BANK | $9.3M | 116,581 | Trimmed |
| 2 | ROCKLAND TRUST CO | $2.8M | 35,316 | Trimmed |
| 3 | Investment Partners Asset Management, Inc. | $472,904 | 5,915 | Trimmed |
| 4 | CoreCap Advisors, LLC | $329,429 | 4,120 | Trimmed |
| 5 | Farther Finance Advisors, LLC | $243,608 | 3,047 | Trimmed |
| 6 | Peterson Wealth Advisors, LLC | $232,874 | 2,913 | Added |
| 7 | Polaris Financial Partners | $120,000 | 1,221 | New |
| 8 | Coastline Trust Co | $88,505 | 1,107 | Trimmed |
| 9 | Planning Strategies Inc. | $9,434 | 118 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30