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 Q3	$6.48K	Hold	81	–	–	﹤0.01%	1805
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $253M AUM 9.36% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Flagship Wealth Advisors Wakefield, Massachusetts $461M AUM 17.89% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $605M AUM 14.86% 1-Year Est. Return

Stenger Family Office Naperville, Illinois $728M AUM 21.16% 1-Year Est. Return

Blue Trust Inc's EPS Position: Q3 2026 in Review

Blue Trust Inc held its WisdomTree US LargeCap Fund (EPS) position steady in Q3 2026 at 81 shares worth $6.48K. The position accounts for ﹤0.01% of the portfolio, ranked #1805.

Blue Trust Inc first reported a position in EPS in Q3 2023 and has held it in 12 quarters since. The position peaked at $11K in Q3 2023. 95 funds tracked by Wall St. Rank hold EPS as of Q3 2026.

Blue Trust Inc held 81 shares of WisdomTree US LargeCap Fund worth $6.48K as of Q3 2026.
Blue Trust Inc left its WisdomTree US LargeCap Fund share count unchanged in Q3 2026.
WisdomTree US LargeCap Fund made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1805 holding.
Blue Trust Inc first reported a position in WisdomTree US LargeCap Fund in Q3 2023 and has held it in 12 quarters since.
Blue Trust Inc's WisdomTree US LargeCap Fund position peaked at $11K in Q3 2023.
95 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.