Bessemer Group
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Bessemer Group’s WisdomTree US LargeCap Fund EPS Stock Holding History

Bessemer Group’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 		– Sell
-365
Closed -$25K – 2550
2026
Q1 		$25K Buy
+365
New +$25.8K ﹤0.01% 1871

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

Bessemer Group's EPS Position: Q2 2026 in Review

Bessemer Group sold out of WisdomTree US LargeCap Fund (EPS) in Q2 2026, closing a stake of 365 shares — an estimated $25K sold.

Bessemer Group first reported a position in EPS in Q1 2026 and held it in 1 quarter. The position peaked at $25K in Q1 2026. 175 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • Bessemer Group reported no remaining WisdomTree US LargeCap Fund position as of Q2 2026 after selling out during the quarter.
  • Bessemer Group sold 365 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $25K.
  • Bessemer Group first reported a position in WisdomTree US LargeCap Fund in Q1 2026 and held it in 1 quarter.
  • Bessemer Group's WisdomTree US LargeCap Fund position peaked at $25K in Q1 2026.
  • 175 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.