CF
EPS icon

Centaurus Financial’s WisdomTree US LargeCap Fund EPS Stock Holding History

Centaurus Financial’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 		$821K Sell
12,051
-184
-2% -$13K 0.04% 395
2025
Q4 		$867K Buy
12,235
+635
+5% +$44.4K 0.04% 381
2025
Q3 		$800K Buy
11,600
+37
+0.3% +$2.46K 0.04% 389
2025
Q2 		$740K Buy
+11,563
New +$690K 0.04% 361

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

Centaurus Financial's EPS Position: Q1 2026 in Review

Centaurus Financial reduced its WisdomTree US LargeCap Fund (EPS) stake by 1.5% in Q1 2026, selling an estimated $13K and leaving 12,051 shares worth $821K. The position accounts for 0.04% of the portfolio, ranked #395.

Centaurus Financial first reported a position in EPS in Q2 2025 and has held it in 4 quarters since. The position peaked at $867K in Q4 2025. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

  • Centaurus Financial held 12,051 shares of WisdomTree US LargeCap Fund worth $821K as of Q1 2026.
  • Centaurus Financial sold 184 WisdomTree US LargeCap Fund shares in Q1 2026, an estimated $13K.
  • WisdomTree US LargeCap Fund made up 0.04% of Centaurus Financial's portfolio in Q1 2026, its #395 holding.
  • Centaurus Financial first reported a position in WisdomTree US LargeCap Fund in Q2 2025 and has held it in 4 quarters since.
  • Centaurus Financial's WisdomTree US LargeCap Fund position peaked at $867K in Q4 2025.
  • 172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.