AWM
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AE Wealth Management’s WisdomTree US LargeCap Fund EPS Stock Holding History

AE Wealth Management’s Portfolio EPS Stock Details EPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$304K Sell
3,910
-142
-4% -$10.8K ﹤0.01% 1480
2026
Q1 		$276K Sell
4,052
-4,868
-55% -$344K ﹤0.01% 1426
2025
Q4 		$632K Sell
8,920
-318
-3% -$22.2K ﹤0.01% 959
2025
Q3 		$637K Buy
9,238
+8,810
+2,058% +$586K ﹤0.01% 888
2025
Q2 		$27.4K Buy
428
+414
+2,957% +$24.7K ﹤0.01% 1705
2025
Q1 		$830 Hold
14
– – ﹤0.01% 2079
2024
Q4 		$857 Buy
+14
New +$865 ﹤0.01% 2050
2024
Q1 		– Sell
-7,399
Closed -$381K – 1390
2023
Q4 		$381K Sell
7,399
-92,550
-93% -$4.37M ﹤0.01% 1592
2023
Q3 		$4.57M Buy
99,949
+2,984
+3% +$141K 0.03% 569
2023
Q2 		$4.53M Buy
96,965
+3,084
+3% +$138K 0.03% 567
2023
Q1 		$4.1M Sell
93,881
-2,954
-3% -$128K 0.03% 557
2022
Q4 		$4.03M Sell
96,835
-75,574
-44% -$3.14M 0.03% 533
2022
Q3 		$6.62M Sell
172,409
-4,857
-3% -$207K 0.05% 366
2022
Q2 		$7.23M Buy
177,266
+46,527
+36% +$2.06M 0.06% 343
2022
Q1 		$6.32M Buy
130,739
+102,487
+363% +$4.91M 0.04% 379
2021
Q4 		$1.42M Buy
28,252
+9,962
+54% +$486K 0.01% 804
2021
Q3 		$841K Sell
18,290
-80,870
-82% -$3.83M 0.01% 928
2021
Q2 		$4.58M Buy
99,160
+46,304
+88% +$2.11M 0.04% 398
2021
Q1 		$2.29M Buy
52,856
+2,434
+5% +$101K 0.02% 532
2020
Q4 		$2.02M Buy
50,422
+3,859
+8% +$146K 0.02% 491
2020
Q3 		$1.65M Sell
46,563
-147,638
-76% -$5.2M 0.02% 486
2020
Q2 		$6.44M Sell
194,201
-56,746
-23% -$1.8M 0.1% 192
2020
Q1 		$7.05M Buy
250,947
+6,846
+3% +$234K 0.16% 123
2019
Q4 		$8.96M Buy
244,101
+23,751
+11% +$831K 0.19% 105
2019
Q3 		$7.39M Buy
220,350
+186,886
+558% +$6.21M 0.21% 90
2019
Q2 		$1.1M Buy
+33,464
New +$1.08M 0.03% 381

Other funds holding EPS

FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AE Wealth Management's EPS Position: Q2 2026 in Review

AE Wealth Management reduced its WisdomTree US LargeCap Fund (EPS) stake by 3.5% in Q2 2026, selling an estimated $10.8K and leaving 3,910 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #1480.

AE Wealth Management first reported a position in EPS in Q2 2019 and has held it in 26 quarters since. The position peaked at $8.96M in Q4 2019. 174 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • AE Wealth Management held 3,910 shares of WisdomTree US LargeCap Fund worth $304K as of Q2 2026.
  • AE Wealth Management sold 142 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $10.8K.
  • WisdomTree US LargeCap Fund made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1480 holding.
  • AE Wealth Management first reported a position in WisdomTree US LargeCap Fund in Q2 2019 and has held it in 26 quarters since.
  • AE Wealth Management's WisdomTree US LargeCap Fund position peaked at $8.96M in Q4 2019.
  • 174 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.