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

Barclays’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
2021
Q4 		– Sell
-140
Closed -$6K – 4262
2021
Q3 		$6K Sell
140
-156
-53% -$7.39K ﹤0.01% 4584
2021
Q2 		$14K Buy
+296
New +$13.5K ﹤0.01% 4566

Other funds holding EPS

PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
JFS
JD Financial Services Carlisle, Pennsylvania $121M AUM 12.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Barclays's EPS Position: Q4 2021 in Review

Barclays sold out of WisdomTree US LargeCap Fund (EPS) in Q4 2021, closing a stake of 140 shares — an estimated $6K sold.

Barclays first reported a position in EPS in Q2 2021 and held it in 2 quarters. The position peaked at $14K in Q2 2021. 95 funds tracked by Wall St. Rank hold EPS as of Q4 2021.

  • Barclays reported no remaining WisdomTree US LargeCap Fund position as of Q4 2021 after selling out during the quarter.
  • Barclays sold 140 WisdomTree US LargeCap Fund shares in Q4 2021, an estimated $6K.
  • Barclays first reported a position in WisdomTree US LargeCap Fund in Q2 2021 and held it in 2 quarters.
  • Barclays's WisdomTree US LargeCap Fund position peaked at $14K in Q2 2021.
  • 95 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q4 2021.

Based on Barclays's 13F filing for Q4 2021, filed 14 Feb 2022.