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Coastline Trust’s WisdomTree US LargeCap Fund EPS Stock Holding History

Coastline Trust’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
Q3 		$88.5K Sell
1,107
-123
-10% -$9.81K 0.01% 223
2026
Q2 		$95.7K Hold
1,230
– – 0.01% 244
2026
Q1 		$83.8K Hold
1,230
– – 0.01% 247
2025
Q4 		$87.2K Hold
1,230
– – 0.01% 249
2025
Q3 		$84.8K Sell
1,230
-150
-11% -$9.97K 0.01% 243
2025
Q2 		$88.3K Hold
1,380
– – 0.01% 236
2025
Q1 		$81.8K Hold
1,380
– – 0.01% 242
2024
Q4 		$84.4K Hold
1,380
– – 0.01% 249
2024
Q3 		$82.9K Buy
+1,380
New +$79.8K 0.01% 257

Other funds holding EPS

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
EGA
E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
IA
IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Coastline Trust's EPS Position: Q3 2026 in Review

Coastline Trust reduced its WisdomTree US LargeCap Fund (EPS) stake by 10% in Q3 2026, selling an estimated $9.81K and leaving 1,107 shares worth $88.5K. The position accounts for 0.01% of the portfolio, ranked #223.

Coastline Trust first reported a position in EPS in Q3 2024 and has held it in 9 quarters since. The position peaked at $95.7K in Q2 2026. 17 funds tracked by Wall St. Rank hold EPS as of Q3 2026.

  • Coastline Trust held 1,107 shares of WisdomTree US LargeCap Fund worth $88.5K as of Q3 2026.
  • Coastline Trust sold 123 WisdomTree US LargeCap Fund shares in Q3 2026, an estimated $9.81K.
  • WisdomTree US LargeCap Fund made up 0.01% of Coastline Trust's portfolio in Q3 2026, its #223 holding.
  • Coastline Trust first reported a position in WisdomTree US LargeCap Fund in Q3 2024 and has held it in 9 quarters since.
  • Coastline Trust's WisdomTree US LargeCap Fund position peaked at $95.7K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.