Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

WISDOMTREE TR (EPS)

154 + 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
↑ +6
Streak
7Q ▲
Buyers last Q
50%

Smart Money Signals — EPS

Based on 154 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 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
154 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 — +18% more funds vs a year ago

fund count last 6Q
+24 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

70 buying70 selling
Last quarter: 70 funds bought or added vs 70 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.
➡️

Steady new buyers — ~20 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 19 → 17 → 22 → 20. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 19% medium ■ 23% new
89 out of 154 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

30 → 19 → 17 → 22 → 20 new funds/Q
New funds entering each quarter: 19 → 17 → 22 → 20. A growing number of institutions are discovering EPS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 58% of holders stayed 2+ years

■ 58% veterans ■ 8% 1-2yr ■ 33% new
Of 154 current holders: 90 (58%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds
14 of 154 holders rank in the top 100 by AUM, accounting for 24% 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.

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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 3 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: EPS
2026 Q1 Stats Unlock in 11 days 154 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 154 148 4.05%
13F Shares 13M 12M 5.75%
Total Value $915M $844M 8.47%
New Positions 20 22 -2
Increased Positions 50 47 +3
Closed Positions 14 13 +1
Reduced Positions 56 49 +7
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: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

154 + investors

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

Top 25 institutional holders of EPS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Team Financial Group, LLC 13.94% 450,773 $30.7M
2 Garrett Wealth Advisory Group, LLC 9.08% 750,033 $51.1M
3 WIN ADVISORS, INC 4.01% 128,568 $8.8M
4 Financial Gravity Asset Management, Inc. 3.47% 286,548 $19.5M
5 TopTier Wealth Management, LLC 3.36% 80,166 $5.5M
6 Stenger Family Office, LLC 2.31% 191,968 $13.1M
7 WealthPoint Financial, LLC 2.14% 34,691 $2.5M
8 Systelligence, LLC 1.90% 143,482 $9.8M
9 WealthPlan Investment Management, LLC 1.74% 459,137 $31.3M
10 Maia Wealth LLC 1.11% 96,254 $6.6M
11 Marietta Wealth Management, LLC 0.81% 99,590 $6.8M
12 LongView Wealth Management 0.60% 32,818 $2.4M
13 WealthPLAN Partners, LLC 0.55% 41,932 $2.9M
14 NewSquare Capital LLC 0.47% 79,356 $5.4M
15 Seek First Inc. 0.42% 8,775 $598K
16 AssuredPartners Investment Advisors, LLC 0.32% 43,184 $3.0M
17 Family Capital Management, Inc. 0.30% 10,000 $681K
18 BEACON FINANCIAL GROUP 0.27% 38,545 $2.7M
19 Investment Partners Asset Management, Inc. 0.27% 6,372 $434K
20 Melone Private Wealth, LLC 0.24% 8,758 $597K
21 Quartz Partners, LLC 0.24% 9,245 $630K
22 Essential Planning, LLC. 0.23% 10,425 $710K
23 Private Advisor Group, LLC 0.22% 693,592 $47.2M
24 Beacon Financial Advisory LLC 0.22% 14,388 $980K
25 UPTICK PARTNERS, LLC 0.21% 15,124 $1.0M
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 — 7 quarters in a row: For 7 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 — 50% buying: Last quarter: 70 funds bought or added vs 70 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 — 24% AUM from major funds: 14 of 154 holders rank in the top 100 by AUM, accounting for 24% 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?

58% of holders stayed for 2+ years: 89 out of 154 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.