Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wisdomtree Tr (EPS)

173 + Investors. Track Smart Money conviction in EPS. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
9Q ▲
Buyers last Q
57%

Smart Money Signals — EPS

Based on 174 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 consecutive quarters, more hedge funds added EPS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
174 hedge funds hold EPS right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +19% more funds vs a year ago

fund count last 6Q
+28 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

80 buying61 selling
Last quarter: 80 funds bought or added vs 61 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-11 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 22 → 20 → 29 → 18. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 26% medium ■ 23% new
89 out of 174 hedge funds have held EPS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

19 → 22 → 20 → 29 → 18 new funds/Q
New funds entering each quarter: 22 → 20 → 29 → 18. A growing number of institutions are discovering EPS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 54% veterans vs 32% newcomers

■ 54% veterans ■ 14% 1-2yr ■ 32% new
Entry-cohort mix of 174 holders: 94 (54%) are 2+ year veterans, 25 entered 1–2 years ago, and 55 (32%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 29% AUM from major funds

29% from top-100 AUM funds
23 of 174 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — EPS

In 2026 Q2, 80 hedge funds were net buyers of EPS (18 opened a new position, 62 added to an existing one), while 61 reduced or exited (47 trimmed, 14 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 9 consecutive quarters of net institutional buying — a persistent conviction signal. 29% of total institutional value in EPS is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 174.

Hedge Fund Ownership: EPS

How many hedge funds hold EPS — quarterly history vs. share price
Quarterly hedge fund ownership of EPS vs. share price

Market Analysis: EPS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EPS

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 7 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: EPS
173 + Investors

Track Smart Money conviction in EPS. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 173 170 1.76%
13F Shares 13M 13M -2.81%
Total Value $991M $892M 11.01%
New Positions 18 29 -11
Increased Positions 62 43 +19
Closed Positions 15 17 -2
Reduced Positions 47 63 -16
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EPS

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Income Statement & Cash Flow
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Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q2)

173 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EPS. Verified SEC 13F-HR filings.

QUARTER:
Top 25 EPS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Team Financial Group, LLC 15.11% 457,411 $35.6M
2 Garrett Wealth Advisory Group, LLC 9.00% 752,712 $58.6M
3 Flagship Wealth Advisors, LLC 4.07% 233,980 $18.2M
4 Financial Gravity Companies, Inc. 3.84% 304,306 $23.7M
5 TopTier Wealth Management, LLC 3.77% 80,257 $6.2M
6 Stenger Family Office, LLC 2.28% 184,220 $14.3M
7 WealthPoint Financial, LLC 2.16% 38,025 $3.0M
8 WealthPlan Investment Management, LLC 1.99% 516,386 $40.2M
9 Vista Investment Management 1.99% 85,033 $6.6M
10 Towle & Co 1.63% 61,916 $4.8M
11 Fiduciary Trust Co 1.50% 1,778,576 $138.4M
12 Maia Wealth LLC 1.37% 119,691 $9.3M
13 Integrity Alliance, LLC. 1.37% 562,910 $43.8M
14 WealthPLAN Partners, LLC 1.12% 75,492 $5.9M
15 Marietta Wealth Management, LLC 0.80% 99,476 $7.7M
16 LongView Wealth Management 0.71% 35,350 $2.7M
17 Systelligence, LLC 0.47% 36,233 $2.8M
18 NewSquare Capital LLC 0.47% 81,624 $6.3M
19 Seek First Inc. 0.43% 8,801 $685K
20 Integrity Advisory Solutions, LLC 0.38% 47,995 $3.7M
21 AssuredPartners Investment Advisors, LLC 0.32% 43,057 $3.3M
22 Family Capital Management, Inc. 0.30% 10,000 $778K
23 Investment Partners Asset Management, Inc. 0.29% 6,717 $523K
24 Redwood Financial Network Corp 0.29% 6,689 $520K
25 Beacon Financial Group 0.26% 37,449 $2.9M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Wisdomtree Tr (EPS)

What does the Smart Money Trend signal show for EPS?

Buying streak — 9 quarters in a row: For 9 consecutive quarters, more hedge funds added EPS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for EPS?

Slight buying edge — 57% buying: Last quarter: 80 funds bought or added vs 61 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for EPS holders?

Strong quality — 29% AUM from major funds: 23 of 174 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held EPS?

51% of holders stayed for 2+ years: 89 out of 174 hedge funds have held EPS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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