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 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

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

Cerity Partners's EPS Position: Q1 2026 in Review

Cerity Partners held its WisdomTree US LargeCap Fund (EPS) position steady in Q1 2026 at 4,163 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #2651.

Cerity Partners first reported a position in EPS in Q1 2025 and has held it in 5 quarters since. The position peaked at $320K in Q3 2025. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

Cerity Partners held 4,163 shares of WisdomTree US LargeCap Fund worth $284K as of Q1 2026.
Cerity Partners left its WisdomTree US LargeCap Fund share count unchanged in Q1 2026.
WisdomTree US LargeCap Fund made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2651 holding.
Cerity Partners first reported a position in WisdomTree US LargeCap Fund in Q1 2025 and has held it in 5 quarters since.
Cerity Partners's WisdomTree US LargeCap Fund position peaked at $320K in Q3 2025.
172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.