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 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 $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

Blue Trust Inc's EPS Position: Q1 2026 in Review

Blue Trust Inc held its WisdomTree US LargeCap Fund (EPS) position steady in Q1 2026 at 81 shares worth $5.52K. The position accounts for ﹤0.01% of the portfolio, ranked #1968.

Blue Trust Inc first reported a position in EPS in Q3 2023 and has held it in 10 quarters since. The position peaked at $11K in Q3 2023. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

Blue Trust Inc held 81 shares of WisdomTree US LargeCap Fund worth $5.52K as of Q1 2026.
Blue Trust Inc left its WisdomTree US LargeCap Fund share count unchanged in Q1 2026.
WisdomTree US LargeCap Fund made up ﹤0.01% of Blue Trust Inc's portfolio in Q1 2026, its #1968 holding.
Blue Trust Inc first reported a position in WisdomTree US LargeCap Fund in Q3 2023 and has held it in 10 quarters since.
Blue Trust Inc's WisdomTree US LargeCap Fund position peaked at $11K in Q3 2023.
172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.