Citigroup
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Citigroup’s WisdomTree US LargeCap Fund EPS Stock Holding History

Citigroup’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 		$4.89M Buy
71,847
+8,985
+14% +$636K ﹤0.01% 1991
2025
Q4 		$4.45M Sell
62,862
-16,908
-21% -$1.18M ﹤0.01% 2098
2025
Q3 		$5.5M Buy
79,770
+56,964
+250% +$3.79M ﹤0.01% 1904
2025
Q2 		$1.46M Buy
22,806
+9,877
+76% +$589K ﹤0.01% 2923
2025
Q1 		$766K Sell
12,929
-649
-5% -$40.2K ﹤0.01% 3429
2024
Q4 		$831K Buy
13,578
+43
+0.3% +$2.66K ﹤0.01% 3498
2024
Q3 		$813K Buy
13,535
+11,790
+676% +$682K ﹤0.01% 3424
2024
Q2 		$99.3K Buy
1,745
+34
+2% +$1.88K ﹤0.01% 4210
2024
Q1 		$94.8K Buy
1,711
+631
+58% +$33.1K ﹤0.01% 4315
2023
Q4 		$54.1K Buy
1,080
+713
+194% +$33.7K ﹤0.01% 4479
2023
Q3 		$16.8K Buy
367
+37
+11% +$1.75K ﹤0.01% 4439
2023
Q2 		$15.4K Hold
330
– – ﹤0.01% 5006
2023
Q1 		$14.4K Buy
330
+7
+2% +$302 ﹤0.01% 4613
2022
Q4 		$13.4K Buy
+323
New +$13.4K ﹤0.01% 4737
2016
Q2 		– Sell
-21
Closed – – 7156
2016
Q1 		$0 Sell
21
-390
-95% -$8.6K ﹤0.01% 7511
2015
Q4 		$9K Buy
+411
New +$9.61K ﹤0.01% 6853
2015
Q3 		– Sell
-288
Closed -$7K – 7453
2015
Q2 		$7K Sell
288
-198
-41% -$4.81K ﹤0.01% 6618
2015
Q1 		$12K Buy
486
+366
+305% +$8.74K ﹤0.01% 6367
2014
Q4 		$3K Hold
120
– – ﹤0.01% 6786
2014
Q3 		$3K Hold
120
– – ﹤0.01% 6716
2014
Q2 		$3K Hold
120
– – ﹤0.01% 6620
2014
Q1 		$3K Hold
120
– – ﹤0.01% 6698
2013
Q4 		$3K Hold
120
– – ﹤0.01% 6712
2013
Q3 		$2K Buy
+120
New +$2.34K ﹤0.01% 6585

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

Citigroup's EPS Position: Q1 2026 in Review

Citigroup increased its WisdomTree US LargeCap Fund (EPS) stake by 14% in Q1 2026, buying an estimated $636K and bringing the position to 71,847 shares worth $4.89M. The position accounts for ﹤0.01% of the portfolio, ranked #1991.

Citigroup first reported a position in EPS in Q3 2013 and has held it in 24 quarters since. The position peaked at $5.5M in Q3 2025. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

  • Citigroup held 71,847 shares of WisdomTree US LargeCap Fund worth $4.89M as of Q1 2026.
  • Citigroup bought 8,985 WisdomTree US LargeCap Fund shares in Q1 2026, an estimated $636K.
  • WisdomTree US LargeCap Fund made up ﹤0.01% of Citigroup's portfolio in Q1 2026, its #1991 holding.
  • Citigroup first reported a position in WisdomTree US LargeCap Fund in Q3 2013 and has held it in 24 quarters since.
  • Citigroup's WisdomTree US LargeCap Fund position peaked at $5.5M in Q3 2025.
  • 172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.