Blue Trust Inc’s WisdomTree US LargeCap Fund EPS Stock Holding History

Blue Trust Inc’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	$6.3K	Hold	81	–	–	﹤0.01%	1985
2026 Q1	$5.52K	Hold	81	–	–	﹤0.01%	1968
2025 Q4	$5.74K	Hold	81	–	–	﹤0.01%	1969
2025 Q3	$5.58K	Hold	81	–	–	﹤0.01%	1973
2025 Q2	$5.18K	Hold	81	–	–	﹤0.01%	1997
2025 Q1	$4.8K	Hold	81	–	–	﹤0.01%	2104
2024 Q4	$4.96K	Hold	81	–	–	﹤0.01%	2087
2024 Q3	$4.61K	Hold	81	–	–	﹤0.01%	2424
2024 Q2	$4.49K	Hold	81	–	–	﹤0.01%	2230
2024 Q1	$4.49K	Buy	+81	New	+$4.25K	﹤0.01%	1659
2023 Q4	–	Sell	-227	Closed	-$11K	–	2548
2023 Q3	$11K	Buy	+227	New	+$10.7K	﹤0.01%	1374

Other funds holding EPS

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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

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

Blue Trust Inc's EPS Position: Q2 2026 in Review

Blue Trust Inc held its WisdomTree US LargeCap Fund (EPS) position steady in Q2 2026 at 81 shares worth $6.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1985.

Blue Trust Inc first reported a position in EPS in Q3 2023 and has held it in 11 quarters since. The position peaked at $11K in Q3 2023. 175 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

Blue Trust Inc held 81 shares of WisdomTree US LargeCap Fund worth $6.3K as of Q2 2026.
Blue Trust Inc left its WisdomTree US LargeCap Fund share count unchanged in Q2 2026.
WisdomTree US LargeCap Fund made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1985 holding.
Blue Trust Inc first reported a position in WisdomTree US LargeCap Fund in Q3 2023 and has held it in 11 quarters since.
Blue Trust Inc's WisdomTree US LargeCap Fund position peaked at $11K in Q3 2023.
175 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.