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EPS · Insider trading · 13F holders · Congress trades

Wisdomtree Tr (EPS)

Who is buying and selling EPS: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.

13F filers holding
21
Insider buys, 90 days
$0
Insider sales, 90 days
$0
Congress trades, 12 months
0

EPS at a glance

  • No open-market insider purchases or sales of EPS were filed in the last 90 days.
  • 21 13F filers hold EPS among their 50 largest positions, worth $455.9M combined. The biggest bets by portfolio weight are Team Financial Group, LLC (15.1%), Garrett Wealth Advisory Group, LLC (9.1%) and Flagship Wealth Advisors, LLC (4.1%). In their latest 13Fs, 0 managers opened a new position and 8 added to one.
  • No member of Congress has disclosed a trade in EPS.

EPS insider trading

No open-market insider purchases or sales of EPS were filed in the last 90 days.

Who owns EPS? Hedge funds and superinvestors

21 13F filers hold EPS among their 50 largest positions, worth $455.9M combined. The biggest bets by portfolio weight are Team Financial Group, LLC (15.1%), Garrett Wealth Advisory Group, LLC (9.1%) and Flagship Wealth Advisors, LLC (4.1%). In their latest 13Fs, 0 managers opened a new position and 8 added to one.

13F filers holding EPS
Manager% of portfolioValueSharesLast quarter13F
Fiduciary Trust CoBank & trust1.5%$138.4M1,778,576-4.3% sharesQ2 2026
Garrett Wealth Advisory Group, LLCWealth manager9.1%$60.1M752,239-0.1% sharesQ3 2026
Integrity Alliance, LLC.Wealth manager1.4%$46.5M581,915+3.4% sharesQ3 2026
WealthPlan Investment Management, LLCWealth manager2.2%$45.1M564,250+9.3% sharesQ3 2026
Team Financial Group, LLCWealth manager15.1%$35.6M457,411+1.5% sharesQ2 2026
Financial Gravity Companies, Inc.Investment manager3.8%$23.7M304,306+9.7% sharesQ2 2026
Financial Gravity Asset Management, Inc.Wealth manager3.5%$19.5M286,548+3.8% sharesQ1 2026
Flagship Wealth Advisors, LLCWealth manager4.1%$18.2M233,980+204.4% sharesQ2 2026
Stenger Family Office, LLCWealth manager2.0%$14.4M176,982-3.9% sharesQ3 2026
Maia Wealth LLCWealth manager1.8%$13.3M166,342+39.0% sharesQ3 2026
WealthPLAN Partners, LLCWealth manager1.4%$7.7M96,254+27.5% sharesQ3 2026
Vista Investment ManagementWealth manager2.0%$6.6M85,033+0.4% sharesQ2 2026
TopTier Wealth Management, LLCWealth manager3.7%$6.4M79,939-0.4% sharesQ3 2026
Towle & CoHedge fund1.6%$4.8M61,916+59.6% sharesQ2 2026
Integrity Advisory Solutions, LLCWealth manager0.5%$4.5M55,714+16.1% sharesQ3 2026
LongView Wealth ManagementWealth manager0.7%$3.1M38,870+10.0% sharesQ3 2026
WealthPoint Financial, LLCWealth manager2.2%$3.0M38,025+1.7% sharesQ2 2026
Systelligence, LLCMutual fund manager0.5%$2.8M36,233-74.7% sharesQ2 2026
Essential Planning, LLC.Wealth manager0.2%$781K9,772-2.4% sharesQ3 2026
Seek First Inc.Wealth manager0.5%$706K8,826+0.3% sharesQ3 2026
Melone Private Wealth, LLCWealth manager0.3%$691K8,639+0.0% sharesQ3 2026

Each manager counts with its latest 13F (Q3 2026: 12, Q2 2026: 8, Q1 2026: 1). Screen EPS in the grand portfolio →

EPS stock trades by members of Congress

No member of Congress has disclosed a trade in EPS.

EPS questions and answers

Are insiders buying EPS stock?

No open-market insider purchases or sales of EPS were filed in the last 90 days.

Which hedge funds own EPS?

21 13F filers hold EPS among their 50 largest positions, worth $455.9M combined. The biggest bets by portfolio weight are Team Financial Group, LLC (15.1%), Garrett Wealth Advisory Group, LLC (9.1%) and Flagship Wealth Advisors, LLC (4.1%). In their latest 13Fs, 0 managers opened a new position and 8 added to one.

Has Congress traded EPS?

No member of Congress has disclosed a trade in EPS.

Who is the largest holder of EPS?

Among 13F filers, Fiduciary Trust Co reports the largest EPS position, $138.4M (1,778,576 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Team Financial Group, LLC's: 15.1% of its portfolio.

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