WisdomTree Trust - WisdomTree U.S. LargeCap Fund
US ˙ ARCA

SecurityEPS / WisdomTree Trust - WisdomTree U.S. LargeCap Fund
InstitutionNorthwestern Mutual Wealth Management Co
Latest Disclosed Ownership196,817 shares
Latest Disclosed Value $ 13,405,179
Northwestern Mutual Wealth Management Co reports 3.68% increase in ownership of EPS / WisdomTree Trust - WisdomTree U.S. LargeCap Fund

On May 7, 2026 - Northwestern Mutual Wealth Management Co filed a 13F-HR form disclosing ownership of 196,817 shares of WisdomTree Trust - WisdomTree U.S. LargeCap Fund (US:EPS) valued at $13,405,206 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on February 10, 2026 disclosing 189,838 shares of WisdomTree Trust - WisdomTree U.S. LargeCap Fund. This represents a change in shares of 3.68% during the quarter. The current value of the position is $15,210,018 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F WISDOMTREE TR US LARGECAP FUND 97717W588 196,817 6,979 3.68 13,405 -0.34 0.0083
2026-02-10 2025-12-31 13F/A-1 WISDOMTREE TR US LARGECAP FUND 97717W588 189,838 67,993 55.80 13,452 60.15 0.0085
2026-02-05 2025-12-31 13F WISDOMTREE TR US LARGECAP FUND 97717W588 6 -121,839 1 0.0000
2025-11-14 2025-09-30 13F WISDOMTREE TR US LARGECAP FUND 97717W588 121,845 12,097 11.02 8,400 19.58 0.0056
2025-08-13 2025-06-30 13F WISDOMTREE TR US LARGECAP FUND 97717W588 109,748 15,478 16.42 7,025 25.70 0.0051
2025-05-14 2025-03-31 13F WISDOMTREE TR US LARGECAP FUND 97717W588 94,270 82,920 730.57 5,588 705.19 0.0046
2025-02-11 2024-12-31 13F WISDOMTREE TR US LARGECAP FUND 97717W588 11,350 4,143 57.49 694 60.65 0.0006
2024-11-12 2024-09-30 13F WISDOMTREE TR US LARGECAP FUND 97717W588 7,207 184 2.62 433 8.27 0.0004
2024-08-16 2024-06-30 13F WISDOMTREE TR US LARGECAP FUND 97717W588 7,023 1,927 37.81 400 41.49 0.0004
2024-05-15 2024-03-31 13F WISDOMTREE TR US LARGECAP FUND 97717W588 5,096 688 15.61 282 28.18 0.0003
2024-02-13 2023-12-31 13F WISDOMTREE TR US LARGECAP FUND 97717W588 4,408 -560 -11.27 221 -3.08 0.0002
2023-11-14 2023-09-30 13F WISDOMTREE TR US LARGECAP FUND 97717W588 4,968 53 1.08 227 -0.87 0.0003
2023-08-14 2023-06-30 13F WISDOMTREE TR US LARGECAP FUND 97717W588 4,915 -35 -0.71 230 6.02 0.0003
2023-05-15 2023-03-31 13F WISDOMTREE TR US LARGECAP FUND 97717W588 4,950 1,291 35.28 216 42.11 0.0003
2023-02-21 2022-12-31 13F WISDOMTREE TR US LARGECAP FUND 97717W588 3,659 -200 -5.18 152 2.70 0.0002
2022-11-14 2022-09-30 13F WISDOMTREE TR US LARGECAP FUND 97717W588 3,859 9 0.23 148 -5.73 0.0003
2022-08-04 2022-06-30 13F WISDOMTREE TR US LARGECAP FUND 97717W588 3,850 146 3.94 157 -12.29 0.0003
2022-05-09 2022-03-31 13F WISDOMTREE TR US LARGECAP FUND 97717W588 3,704 1,348 57.22 179 51.69 0.0003
2022-02-03 2021-12-31 13F WISDOMTREE TR US LARGECAP FUND 97717W588 2,356 334 16.52 118 26.88 0.0002
2021-11-15 2021-09-30 13F WISDOMTREE TR US LARGECAP FUND 97717W588 2,022 0 0.00 93 0.00 0.0002
2021-08-13 2021-06-30 13F WISDOMTREE TR US LARGECAP FUND 97717W588 2,022 744 58.22 93 69.09 0.0002
2021-05-14 2021-03-31 13F WISDOMTREE TR US LARGECAP FUND 97717W588 1,278 -459 -26.42 55 -21.43 0.0001
2021-02-12 2020-12-31 13F WISDOMTREE TR US LARGECAP FUND 97717W588 1,737 0 0.00 70 12.90 0.0002
2020-11-13 2020-09-30 13F WISDOMTREE TR US LARGECAP FUND 97717W588 1,737 1,044 150.65 62 169.57 0.0002
2020-08-14 2020-06-30 13F WISDOMTREE TR US LARGECAP FUND 97717W588 693 0 0.00 23 21.05 0.0001
2020-05-08 2020-03-31 13F WISDOMTREE TR US LARGECAP FUND 97717W588 693 510 278.69 19 171.43 0.0001
2020-02-13 2019-12-31 13F WISDOMTREE TR US LARGECAP FUND 97717W588 183 183 7 0.0000
2017-02-15 2016-12-31 13F WISDOMTREE TR EARNING 500 FD 97717W588 0 -156 -100.00 0 -100.00
2016-11-14 2016-09-30 13F WISDOMTREE TR EARNING 500 FD 97717W588 156 156 11 0.0002
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.