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Capital Group Private Client Services’s WisdomTree US LargeCap Fund EPS Stock Holding History

Capital Group Private Client Services’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 		$437K Buy
6,420
+13
+0.2% +$920 0.01% 217
2025
Q4 		$454K Buy
6,407
+28
+0.4% +$1.96K 0.01% 248
2025
Q3 		$440K Sell
6,379
-6
-0.1% -$399 0.01% 256
2025
Q2 		$409K Sell
6,385
-2
-0% -$119 ﹤0.01% 261
2025
Q1 		$379K Buy
6,387
+13
+0.2% +$804 ﹤0.01% 259
2024
Q4 		$390K Buy
6,374
+3
+0% +$185 ﹤0.01% 253
2024
Q3 		$383K Buy
6,371
+16
+0.3% +$926 ﹤0.01% 249
2024
Q2 		$361K Buy
6,355
+32
+0.5% +$1.77K ﹤0.01% 253
2024
Q1 		$350K Sell
6,323
-12
-0.2% -$629 ﹤0.01% 246
2023
Q4 		$317K Sell
6,335
-13
-0.2% -$614 ﹤0.01% 243
2023
Q3 		$290K Sell
6,348
-11
-0.2% -$520 ﹤0.01% 231
2023
Q2 		$297K Buy
6,359
+4
+0.1% +$179 ﹤0.01% 227
2023
Q1 		$278K Buy
6,355
+17
+0.3% +$734 ﹤0.01% 230
2022
Q4 		$264K Buy
6,338
+35
+0.6% +$1.46K ﹤0.01% 227
2022
Q3 		$242K Buy
6,303
+30
+0.5% +$1.28K ﹤0.01% 227
2022
Q2 		$256K Sell
6,273
-14
-0.2% -$619 ﹤0.01% 224
2022
Q1 		$304K Buy
6,287
+21
+0.3% +$1.01K ﹤0.01% 223
2021
Q4 		$316K Buy
+6,266
New +$305K ﹤0.01% 208

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

Capital Group Private Client Services's EPS Position: Q1 2026 in Review

Capital Group Private Client Services increased its WisdomTree US LargeCap Fund (EPS) stake by 0.2% in Q1 2026, buying an estimated $920 and bringing the position to 6,420 shares worth $437K. The position accounts for 0.01% of the portfolio, ranked #217.

Capital Group Private Client Services first reported a position in EPS in Q4 2021 and has held it in 18 quarters since. The position peaked at $454K in Q4 2025. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

  • Capital Group Private Client Services held 6,420 shares of WisdomTree US LargeCap Fund worth $437K as of Q1 2026.
  • Capital Group Private Client Services bought 13 WisdomTree US LargeCap Fund shares in Q1 2026, an estimated $920.
  • WisdomTree US LargeCap Fund made up 0.01% of Capital Group Private Client Services's portfolio in Q1 2026, its #217 holding.
  • Capital Group Private Client Services first reported a position in WisdomTree US LargeCap Fund in Q4 2021 and has held it in 18 quarters since.
  • Capital Group Private Client Services's WisdomTree US LargeCap Fund position peaked at $454K in Q4 2025.
  • 172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Capital Group Private Client Services's 13F filing for Q1 2026, filed 13 May 2026.