Ancora Advisors’s WisdomTree US LargeCap Fund EPS Stock Holding History

Ancora Advisors’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	$56.9K	Hold	835	–	–	﹤0.01%	1095
2025 Q4	$59.2K	Hold	835	–	–	﹤0.01%	1090
2025 Q3	$57.6K	Hold	835	–	–	﹤0.01%	997
2025 Q2	$53.4K	Hold	835	–	–	﹤0.01%	1010
2025 Q1	$49.5K	Hold	835	–	–	﹤0.01%	1014
2024 Q4	$51.1K	Hold	835	–	–	﹤0.01%	996
2024 Q3	$50.1K	Buy	835 +175	+27%	+$10.1K	﹤0.01%	991
2024 Q2	$37.5K	Hold	660	–	–	﹤0.01%	1017
2024 Q1	$36.6K	Hold	660	–	–	﹤0.01%	1045
2023 Q4	$33.1K	Hold	660	–	–	﹤0.01%	1053
2023 Q3	$30.2K	Hold	660	–	–	﹤0.01%	1051
2023 Q2	$30.8K	Hold	660	–	–	﹤0.01%	1028
2023 Q1	$28.9K	Hold	660	–	–	﹤0.01%	1044
2022 Q4	$27K	Hold	660	–	–	﹤0.01%	1099
2022 Q3	$25K	Hold	660	–	–	﹤0.01%	1280
2022 Q2	$27K	Hold	660	–	–	﹤0.01%	1363
2022 Q1	$32K	Hold	660	–	–	﹤0.01%	1418
2021 Q4	$33K	Hold	660	–	–	﹤0.01%	1418
2021 Q3	$30K	Hold	660	–	–	﹤0.01%	1345
2021 Q2	$30K	Hold	660	–	–	﹤0.01%	1228
2021 Q1	$29K	Hold	660	–	–	﹤0.01%	1201
2020 Q4	$27K	Hold	660	–	–	﹤0.01%	1007
2020 Q3	$23K	Hold	660	–	–	﹤0.01%	997
2020 Q2	$22K	Hold	660	–	–	﹤0.01%	977
2020 Q1	$19K	Hold	660	–	–	﹤0.01%	1062
2019 Q4	$24K	Buy	+660	New	+$23.1K	﹤0.01%	1033
2018 Q4	–	Sell	-660	Closed	-$22K	–	779
2018 Q3	$22K	Buy	+660	New	+$21.2K	﹤0.01%	1048

Other funds holding EPS

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Ancora Advisors's EPS Position: Q1 2026 in Review

Ancora Advisors held its WisdomTree US LargeCap Fund (EPS) position steady in Q1 2026 at 835 shares worth $56.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1095.

Ancora Advisors first reported a position in EPS in Q3 2018 and has held it in 27 quarters since. The position peaked at $59.2K in Q4 2025. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

Ancora Advisors held 835 shares of WisdomTree US LargeCap Fund worth $56.9K as of Q1 2026.
Ancora Advisors left its WisdomTree US LargeCap Fund share count unchanged in Q1 2026.
WisdomTree US LargeCap Fund made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #1095 holding.
Ancora Advisors first reported a position in WisdomTree US LargeCap Fund in Q3 2018 and has held it in 27 quarters since.
Ancora Advisors's WisdomTree US LargeCap Fund position peaked at $59.2K in Q4 2025.
172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

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