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Bartlett & Co Wealth Management’s WisdomTree US LargeCap Fund EPS Stock Holding History

Bartlett & Co 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
Q1 		– Sell
-939
Closed -$66.5K – 1308
2025
Q4 		$66.5K Hold
939
– – ﹤0.01% 615
2025
Q3 		$64.7K Hold
939
– – ﹤0.01% 624
2025
Q2 		$60.1K Hold
939
– – ﹤0.01% 628
2025
Q1 		$55.7K Buy
+939
New +$58.1K ﹤0.01% 633

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

Bartlett & Co Wealth Management's EPS Position: Q1 2026 in Review

Bartlett & Co Wealth Management sold out of WisdomTree US LargeCap Fund (EPS) in Q1 2026, closing a stake of 939 shares — an estimated $66.5K sold.

Bartlett & Co Wealth Management first reported a position in EPS in Q1 2025 and held it in 4 quarters. The position peaked at $66.5K in Q4 2025. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

  • Bartlett & Co Wealth Management reported no remaining WisdomTree US LargeCap Fund position as of Q1 2026 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 939 WisdomTree US LargeCap Fund shares in Q1 2026, an estimated $66.5K.
  • Bartlett & Co Wealth Management first reported a position in WisdomTree US LargeCap Fund in Q1 2025 and held it in 4 quarters.
  • Bartlett & Co Wealth Management's WisdomTree US LargeCap Fund position peaked at $66.5K in Q4 2025.
  • 172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.