Capital Management’s WisdomTree US LargeCap Fund EPS Stock Holding History

Capital Management’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	–	Sell	-3,160	Closed	-$224K	–	74
2025 Q4	$224K	Sell	3,160 -40	-1%	-$2.8K	0.04%	72
2025 Q3	$221K	Sell	3,200 -25	-0.8%	-$1.66K	0.03%	75
2025 Q2	$206K	Sell	3,225 -200	-6%	-$11.9K	0.04%	79
2025 Q1	$203K	Hold	3,425	–	–	0.04%	76
2024 Q4	$210K	Sell	3,425 -230	-6%	-$14.2K	0.04%	76
2024 Q3	$219K	Hold	3,655	–	–	0.04%	74
2024 Q2	$208K	Sell	3,655 -25	-0.7%	-$1.38K	0.04%	74
2024 Q1	$204K	Buy	+3,680	New	+$193K	0.04%	78

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

Capital Management's EPS Position: Q1 2026 in Review

Capital Management sold out of WisdomTree US LargeCap Fund (EPS) in Q1 2026, closing a stake of 3,160 shares — an estimated $224K sold.

Capital Management first reported a position in EPS in Q1 2024 and held it in 8 quarters. The position peaked at $224K in Q4 2025. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

Capital Management reported no remaining WisdomTree US LargeCap Fund position as of Q1 2026 after selling out during the quarter.
Capital Management sold 3,160 WisdomTree US LargeCap Fund shares in Q1 2026, an estimated $224K.
Capital Management first reported a position in WisdomTree US LargeCap Fund in Q1 2024 and held it in 8 quarters.
Capital Management's WisdomTree US LargeCap Fund position peaked at $224K in Q4 2025.
172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.