# WISDOMTREE TR (EPS)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/EPS/

- Reporting holders: 8
- Reported value: $13.5M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $9.3M | 116,581 | 0.1% | 4 |
| [ROCKLAND TRUST CO](https://holderbook.com/funds/84616-rockland-trust-co/) | $2.8M | 35,316 | 0.1% | 16 |
| [Investment Partners Asset Management, Inc.](https://holderbook.com/funds/1384416-investment-partners-asset-management-inc/) | $472.9K | 5,915 | 0.3% | 3 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $329.4K | 4,120 | 0.0% | 19 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $243.6K | 3,047 | 0.0% | 3 |
| [Peterson Wealth Advisors, LLC](https://holderbook.com/funds/1713558-peterson-wealth-advisors-llc/) | $232.9K | 2,913 | 0.0% | 2 |
| [Coastline Trust Co](https://holderbook.com/funds/1324279-coastline-trust-co/) | $88.5K | 1,107 | 0.0% | 9 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $9.4K | 118 | 0.0% | 2 |
| [Polaris Financial Partners](https://holderbook.com/funds/2103435-polaris-financial-partners/) | $120 | 1,221 | 0.1% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 8 | $13.5M |
| Q2 2026 | 175 | $999.4M |
| Q1 2026 | 169 | $910.7M |
| Q4 2025 | 161 | $934.9M |
| Q3 2025 | 155 | $863.9M |
| Q2 2025 | 148 | $786.1M |
| Q1 2025 | 147 | $736.7M |
| Q4 2024 | 144 | $782.7M |
| Q3 2024 | 117 | $595.2M |
| Q2 2024 | 109 | $590.5M |
| Q1 2024 | 110 | $643.1M |
| Q4 2023 | 111 | $634.7M |

