Ameriprise
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Ameriprise’s WisdomTree US LargeCap Fund EPS Stock Holding History

Ameriprise’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
Q1 		$4.41M Buy
64,730
+4,857
+8% +$344K ﹤0.01% 2520
2025
Q4 		$4.24M Buy
59,873
+4,049
+7% +$283K ﹤0.01% 2557
2025
Q3 		$3.85M Buy
55,824
+45,316
+431% +$3.01M ﹤0.01% 2619
2025
Q2 		$673K Sell
10,508
-60
-0.6% -$3.58K ﹤0.01% 3422
2025
Q1 		$626K Buy
10,568
+1,208
+13% +$74.7K ﹤0.01% 3402
2024
Q4 		$573K Sell
9,360
-576
-6% -$35.6K ﹤0.01% 3474
2024
Q3 		$597K Buy
9,936
+694
+8% +$40.1K ﹤0.01% 3426
2024
Q2 		$526K Buy
9,242
+66
+0.7% +$3.64K ﹤0.01% 3397
2024
Q1 		$508K Sell
9,176
-1,514
-14% -$79.4K ﹤0.01% 3408
2023
Q4 		$536K Buy
10,690
+759
+8% +$35.8K ﹤0.01% 3433
2023
Q3 		$454K Buy
9,931
+1,520
+18% +$71.8K ﹤0.01% 3443
2023
Q2 		$393K Buy
8,411
+489
+6% +$21.8K ﹤0.01% 3522
2023
Q1 		$346K Buy
7,922
+1,159
+17% +$50K ﹤0.01% 3566
2022
Q4 		$281K Sell
6,763
-157
-2% -$6.53K ﹤0.01% 3608
2022
Q3 		$266K Buy
6,920
+1,305
+23% +$55.7K ﹤0.01% 3616
2022
Q2 		$229K Sell
5,615
-3,826
-41% -$169K ﹤0.01% 3652
2022
Q1 		$457K Sell
9,441
-98
-1% -$4.69K ﹤0.01% 3520
2021
Q4 		$480K Sell
9,539
-688
-7% -$33.5K ﹤0.01% 3540
2021
Q3 		$470K Sell
10,227
-367
-3% -$17.4K ﹤0.01% 3427
2021
Q2 		$490K Buy
10,594
+27
+0.3% +$1.23K ﹤0.01% 3465
2021
Q1 		$458K Sell
10,567
-1,581
-13% -$65.9K ﹤0.01% 3442
2020
Q4 		$488K Buy
12,148
+651
+6% +$24.7K ﹤0.01% 3355
2020
Q3 		$407K Buy
11,497
+966
+9% +$34K ﹤0.01% 3315
2020
Q2 		$349K Buy
10,531
+2,722
+35% +$86.3K ﹤0.01% 3312
2020
Q1 		$220K Sell
7,809
-14,453
-65% -$493K ﹤0.01% 3415
2019
Q4 		$817K Buy
22,262
+75
+0.3% +$2.63K ﹤0.01% 3149
2019
Q3 		$744K Sell
22,187
-341
-2% -$11.3K ﹤0.01% 3135
2019
Q2 		$741K Buy
22,528
+112
+0.5% +$3.63K ﹤0.01% 3178
2019
Q1 		$713K Sell
22,416
-313
-1% -$9.63K ﹤0.01% 3172
2018
Q4 		$641K Sell
22,729
-623
-3% -$19K ﹤0.01% 3111
2018
Q3 		$763K Sell
23,352
-20,327
-47% -$654K ﹤0.01% 3171
2018
Q2 		$1.34M Sell
43,679
-8,217
-16% -$253K ﹤0.01% 2902
2018
Q1 		$1.58M Sell
51,896
-5,145
-9% -$162K ﹤0.01% 2785
2017
Q4 		$1.77M Buy
57,041
+3,320
+6% +$100K ﹤0.01% 2714
2017
Q3 		$1.56M Buy
53,721
+38,091
+244% +$1.08M ﹤0.01% 2736
2017
Q2 		$434K Buy
15,630
+195
+1% +$5.37K ﹤0.01% 3288
2017
Q1 		$419K Sell
15,435
-54
-0.3% -$1.45K ﹤0.01% 3238
2016
Q4 		$399K Buy
15,489
+363
+2% +$9.04K ﹤0.01% 3370
2016
Q3 		$367K Buy
15,126
+1,005
+7% +$24.3K ﹤0.01% 3308
2016
Q2 		$328K Buy
14,121
+1,731
+14% +$40.3K ﹤0.01% 3346
2016
Q1 		$288K Sell
12,390
-11,409
-48% -$251K ﹤0.01% 3380
2015
Q4 		$550K Buy
+23,799
New +$556K ﹤0.01% 3221
2014
Q4 		– Sell
-1,320
Closed -$30K – 3908
2014
Q3 		$30K Hold
1,320
– – ﹤0.01% 4261
2014
Q2 		$30K Hold
1,320
– – ﹤0.01% 4133
2014
Q1 		$29K Hold
1,320
– – ﹤0.01% 4027
2013
Q4 		$28K Sell
1,320
-276
-17% -$5.68K ﹤0.01% 3908
2013
Q3 		$31K Hold
1,596
– – ﹤0.01% 4103
2013
Q2 		$30K Buy
+1,596
New +$29.8K ﹤0.01% 4029

Other funds holding EPS

FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

Ameriprise's EPS Position: Q1 2026 in Review

Ameriprise increased its WisdomTree US LargeCap Fund (EPS) stake by 8.1% in Q1 2026, buying an estimated $344K and bringing the position to 64,730 shares worth $4.41M. The position accounts for ﹤0.01% of the portfolio, ranked #2520.

Ameriprise first reported a position in EPS in Q2 2013 and has held it in 48 quarters since. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

  • Ameriprise held 64,730 shares of WisdomTree US LargeCap Fund worth $4.41M as of Q1 2026.
  • Ameriprise bought 4,857 WisdomTree US LargeCap Fund shares in Q1 2026, an estimated $344K.
  • WisdomTree US LargeCap Fund made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #2520 holding.
  • Ameriprise first reported a position in WisdomTree US LargeCap Fund in Q2 2013 and has held it in 48 quarters since.
  • 172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.