Cambridge Investment Research Advisors
EPS icon

Cambridge Investment Research Advisors’s WisdomTree US LargeCap Fund EPS Stock Holding History

Cambridge Investment Research Advisors’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 		$275K Buy
4,041
+243
+6% +$17.2K ﹤0.01% 3366
2025
Q4 		$269K Sell
3,798
-30,666
-89% -$2.14M ﹤0.01% 3308
2025
Q3 		$2.38M Buy
34,464
+30,687
+812% +$2.04M 0.01% 1379
2025
Q2 		$242K Buy
3,777
+216
+6% +$12.9K ﹤0.01% 3167
2025
Q1 		$211K Buy
3,561
+97
+3% +$6K ﹤0.01% 3165
2024
Q4 		$212K Buy
+3,464
New +$214K ﹤0.01% 3150
2024
Q2 		– Sell
-35,520
Closed -$1.97M – 3357
2024
Q1 		$1.97M Buy
+35,520
New +$1.86M 0.01% 1266
2023
Q4 		– Sell
-38,850
Closed -$1.78M – 3224
2023
Q3 		$1.78M Buy
38,850
+34,388
+771% +$1.62M 0.01% 1213
2023
Q2 		$208K Buy
+4,462
New +$199K ﹤0.01% 2838
2023
Q1 		– Sell
-92,219
Closed -$3.83M – 3182
2022
Q4 		$3.83M Sell
92,219
-2,321
-2% -$96.6K 0.02% 724
2022
Q3 		$3.63M Buy
94,540
+7,563
+9% +$323K 0.02% 712
2022
Q2 		$3.55M Buy
86,977
+8,761
+11% +$388K 0.02% 756
2022
Q1 		$3.78M Buy
78,216
+2,878
+4% +$138K 0.02% 779
2021
Q4 		$3.79M Buy
75,338
+1,596
+2% +$77.8K 0.02% 789
2021
Q3 		$3.39M Sell
73,742
-130
-0.2% -$6.16K 0.02% 802
2021
Q2 		$3.41M Buy
73,872
+1,216
+2% +$55.3K 0.02% 820
2021
Q1 		$3.15M Sell
72,656
-1,371
-2% -$57.2K 0.02% 773
2020
Q4 		$2.97M Sell
74,027
-9,167
-11% -$347K 0.02% 722
2020
Q3 		$2.95M Sell
83,194
-13,389
-14% -$472K 0.02% 628
2020
Q2 		$3.2M Sell
96,583
-11,182
-10% -$355K 0.02% 590
2020
Q1 		$3.03M Buy
107,765
+4,148
+4% +$142K 0.03% 519
2019
Q4 		$3.8M Buy
103,617
+3,044
+3% +$107K 0.03% 564
2019
Q3 		$3.37M Buy
100,573
+8,678
+9% +$288K 0.03% 561
2019
Q2 		$3.02M Buy
91,895
+14,675
+19% +$475K 0.03% 566
2019
Q1 		$2.46M Buy
77,220
+6,588
+9% +$203K 0.02% 637
2018
Q4 		$1.99M Buy
70,632
+9,313
+15% +$284K 0.02% 636
2018
Q3 		$2M Buy
61,319
+6,223
+11% +$200K 0.02% 687
2018
Q2 		$1.69M Buy
55,096
+8,074
+17% +$249K 0.02% 715
2018
Q1 		$1.43M Buy
47,022
+19,027
+68% +$600K 0.02% 760
2017
Q4 		$870K Buy
27,995
+6,179
+28% +$186K 0.01% 973
2017
Q3 		$633K Sell
21,816
-9,729
-31% -$277K 0.01% 1110
2017
Q2 		$876K Sell
31,545
-3,438
-10% -$94.7K 0.01% 869
2017
Q1 		$950K Sell
34,983
-21,306
-38% -$571K 0.02% 748
2016
Q4 		$1.45M Sell
56,289
-7,086
-11% -$177K 0.03% 535
2016
Q3 		$1.54M Sell
63,375
-3,084
-5% -$74.5K 0.03% 508
2016
Q2 		$1.54M Sell
66,459
-9,411
-12% -$219K 0.03% 440
2016
Q1 		$1.76M Buy
75,870
+786
+1% +$17.3K 0.04% 385
2015
Q4 		$1.74M Sell
75,084
-4,554
-6% -$106K 0.04% 383
2015
Q3 		$1.74M Sell
79,638
-1,284
-2% -$29.8K 0.05% 341
2015
Q2 		$1.93M Sell
80,922
-6,399
-7% -$155K 0.05% 321
2015
Q1 		$2.08M Sell
87,321
-4,623
-5% -$110K 0.06% 307
2014
Q4 		$2.21M Sell
91,944
-4,803
-5% -$112K 0.07% 274
2014
Q3 		$2.22M Sell
96,747
-20,526
-18% -$472K 0.07% 289
2014
Q2 		$2.67M Sell
117,273
-5,826
-5% -$129K 0.09% 217
2014
Q1 		$2.69M Buy
123,099
+252
+0.2% +$5.36K 0.1% 187
2013
Q4 		$2.64M Sell
122,847
-12,966
-10% -$267K 0.11% 175
2013
Q3 		$2.65M Sell
135,813
-30,444
-18% -$594K 0.12% 171
2013
Q2 		$3.12M Buy
+166,257
New +$3.11M 0.16% 131

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

Cambridge Investment Research Advisors's EPS Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its WisdomTree US LargeCap Fund (EPS) stake by 6.4% in Q1 2026, buying an estimated $17.2K and bringing the position to 4,041 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #3366.

Cambridge Investment Research Advisors first reported a position in EPS in Q2 2013 and has held it in 48 quarters since. The position peaked at $3.83M in Q4 2022. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

  • Cambridge Investment Research Advisors held 4,041 shares of WisdomTree US LargeCap Fund worth $275K as of Q1 2026.
  • Cambridge Investment Research Advisors bought 243 WisdomTree US LargeCap Fund shares in Q1 2026, an estimated $17.2K.
  • WisdomTree US LargeCap Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #3366 holding.
  • Cambridge Investment Research Advisors first reported a position in WisdomTree US LargeCap Fund in Q2 2013 and has held it in 48 quarters since.
  • Cambridge Investment Research Advisors's WisdomTree US LargeCap Fund position peaked at $3.83M in Q4 2022.
  • 172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.