Cerity Partners
EPS icon

Cerity Partners’s WisdomTree US LargeCap Fund EPS Stock Holding History

Cerity Partners’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
Q2 		$324K Hold
4,163
– – ﹤0.01% 2740
2026
Q1 		$284K Hold
4,163
– – ﹤0.01% 2651
2025
Q4 		$295K Sell
4,163
-482
-10% -$33.7K ﹤0.01% 2420
2025
Q3 		$320K Hold
4,645
– – ﹤0.01% 2233
2025
Q2 		$297K Hold
4,645
– – ﹤0.01% 2154
2025
Q1 		$275K Buy
+4,645
New +$287K ﹤0.01% 2065

Other funds holding EPS

FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cerity Partners's EPS Position: Q2 2026 in Review

Cerity Partners held its WisdomTree US LargeCap Fund (EPS) position steady in Q2 2026 at 4,163 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #2740.

Cerity Partners first reported a position in EPS in Q1 2025 and has held it in 6 quarters since. 175 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • Cerity Partners held 4,163 shares of WisdomTree US LargeCap Fund worth $324K as of Q2 2026.
  • Cerity Partners left its WisdomTree US LargeCap Fund share count unchanged in Q2 2026.
  • WisdomTree US LargeCap Fund made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2740 holding.
  • Cerity Partners first reported a position in WisdomTree US LargeCap Fund in Q1 2025 and has held it in 6 quarters since.
  • 175 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.