Cetera Investment Advisers
EPS icon

Cetera Investment Advisers’s WisdomTree US LargeCap Fund EPS Stock Holding History

Cetera Investment Advisers’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 		$53.5M Buy
687,129
+27,107
+4% +$2.05M 0.05% 388
2026
Q1 		$45M Buy
660,022
+48,551
+8% +$3.44M 0.05% 405
2025
Q4 		$43.3M Buy
611,471
+58,556
+11% +$4.1M 0.05% 394
2025
Q3 		$38.1M Buy
552,915
+107,464
+24% +$7.14M 0.04% 410
2025
Q2 		$28.5M Buy
445,451
+22,288
+5% +$1.33M 0.05% 395
2025
Q1 		$25.1M Sell
423,163
-2,630
-0.6% -$163K 0.05% 390
2024
Q4 		$26.1M Sell
425,793
-2,500
-0.6% -$155K 0.05% 360
2024
Q3 		$25.7M Buy
428,293
+5,816
+1% +$336K 0.06% 349
2024
Q2 		$24M Sell
422,477
-2,054
-0.5% -$113K 0.06% 350
2024
Q1 		$23.5M Buy
424,531
+349,969
+469% +$18.4M 0.06% 338
2023
Q4 		$3.74M Sell
74,562
-5,207
-7% -$246K 0.03% 541
2023
Q3 		$3.65M Sell
79,769
-10,299
-11% -$487K 0.03% 522
2023
Q2 		$4.21M Sell
90,068
-3,672
-4% -$164K 0.04% 465
2023
Q1 		$4.1M Sell
93,740
-2,684
-3% -$116K 0.04% 462
2022
Q4 		$4.01M Buy
96,424
+27,614
+40% +$1.15M 0.04% 450
2022
Q3 		$2.64M Sell
68,810
-12,554
-15% -$536K 0.05% 373
2022
Q2 		$3.32M Sell
81,364
-5,125
-6% -$227K 0.05% 358
2022
Q1 		$4.18M Buy
86,489
+6,550
+8% +$314K 0.06% 324
2021
Q4 		$4.03M Buy
79,939
+3,550
+5% +$173K 0.06% 341
2021
Q3 		$3.51M Buy
76,389
+12,401
+19% +$588K 0.06% 356
2021
Q2 		$2.96M Buy
63,988
+4,653
+8% +$212K 0.05% 404
2021
Q1 		$2.57M Buy
59,335
+2,693
+5% +$112K 0.05% 366
2020
Q4 		$2.27M Buy
+56,642
New +$2.15M 0.05% 398

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
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
FGC
Financial Gravity Companies Lakeway, Texas $616M AUM

Cetera Investment Advisers's EPS Position: Q2 2026 in Review

Cetera Investment Advisers increased its WisdomTree US LargeCap Fund (EPS) stake by 4.1% in Q2 2026, buying an estimated $2.05M and bringing the position to 687,129 shares worth $53.5M. The position accounts for 0.05% of the portfolio, ranked #388.

Cetera Investment Advisers first reported a position in EPS in Q4 2020 and has held it in 23 quarters since. 174 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • Cetera Investment Advisers held 687,129 shares of WisdomTree US LargeCap Fund worth $53.5M as of Q2 2026.
  • Cetera Investment Advisers bought 27,107 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $2.05M.
  • WisdomTree US LargeCap Fund made up 0.05% of Cetera Investment Advisers's portfolio in Q2 2026, its #388 holding.
  • Cetera Investment Advisers first reported a position in WisdomTree US LargeCap Fund in Q4 2020 and has held it in 23 quarters since.
  • 174 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.