Carson Wealth (CWM LLC)’s WisdomTree US LargeCap Fund EPS Stock Holding History

Carson Wealth (CWM LLC)’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	$31.7M	Buy	465,565 +31,850	+7%	+$2.25M	0.08%	228
2025 Q4	$30.7M	Buy	433,715 +433,508	+209,424%	+$30.3M	0.08%	213
2025 Q3	$14K	Buy	+207	New	+$13.8K	﹤0.01%	4303
2024 Q1	–	Sell	-219	Closed	-$11K	–	4426
2023 Q4	$11K	Buy	+219	New	+$10.3K	﹤0.01%	3128
2022 Q4	–	Sell	-413	Closed	-$16K	–	4038
2022 Q3	$16K	Sell	413 -807	-66%	-$34.4K	﹤0.01%	2373
2022 Q2	$50K	Buy	+1,220	New	+$54K	﹤0.01%	1631
2019 Q1	–	Sell	-9,368	Closed	-$264K	–	3017
2018 Q4	$264K	Buy	+9,368	New	+$286K	0.01%	547

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

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

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Carson Wealth (CWM LLC)'s EPS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its WisdomTree US LargeCap Fund (EPS) stake by 7.3% in Q1 2026, buying an estimated $2.25M and bringing the position to 465,565 shares worth $31.7M. The position accounts for 0.08% of the portfolio, ranked #228.

Carson Wealth (CWM LLC) first reported a position in EPS in Q4 2018 and has held it in 7 quarters since. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

Carson Wealth (CWM LLC) held 465,565 shares of WisdomTree US LargeCap Fund worth $31.7M as of Q1 2026.
Carson Wealth (CWM LLC) bought 31,850 WisdomTree US LargeCap Fund shares in Q1 2026, an estimated $2.25M.
WisdomTree US LargeCap Fund made up 0.08% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #228 holding.
Carson Wealth (CWM LLC) first reported a position in WisdomTree US LargeCap Fund in Q4 2018 and has held it in 7 quarters since.
172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.