Commonwealth Equity Services
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Commonwealth Equity Services’s WisdomTree US LargeCap Fund EPS Stock Holding History

Commonwealth Equity Services’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 		$520K Buy
7,631
+193
+3% +$13.7K ﹤0.01% 3174
2025
Q4 		$527K Sell
7,438
-3
-0% -$210 ﹤0.01% 3142
2025
Q3 		$513K Buy
7,441
+687
+10% +$45.7K ﹤0.01% 3151
2025
Q2 		$432K Buy
6,754
+11
+0.2% +$656 ﹤0.01% 3277
2025
Q1 		$400K Sell
6,743
-1,255
-16% -$77.7K ﹤0.01% 3226
2024
Q4 		$489K Buy
7,998
+1,246
+18% +$77K ﹤0.01% 2969
2024
Q3 		$405K Sell
6,752
-356
-5% -$20.6K ﹤0.01% 3079
2024
Q2 		$404K Buy
7,108
+251
+4% +$13.9K ﹤0.01% 3024
2024
Q1 		$380K Buy
6,857
+29
+0.4% +$1.52K ﹤0.01% 3064
2023
Q4 		$342K Buy
6,828
+15
+0.2% +$708 ﹤0.01% 3057
2023
Q3 		$312K Buy
6,813
+184
+3% +$8.69K ﹤0.01% 2997
2023
Q2 		$310K Buy
6,629
+256
+4% +$11.4K ﹤0.01% 3030
2023
Q1 		$278 Buy
6,373
+14
+0.2% +$604 ﹤0.01% 3026
2022
Q4 		$264K Sell
6,359
-201
-3% -$8.36K ﹤0.01% 2972
2022
Q3 		$251K Buy
6,560
+1,126
+21% +$48K ﹤0.01% 2966
2022
Q2 		$221K Buy
5,434
+556
+11% +$24.6K ﹤0.01% 3111
2022
Q1 		$235K Sell
4,878
-9
-0.2% -$431 ﹤0.01% 3177
2021
Q4 		$246K Buy
4,887
+14
+0.3% +$682 ﹤0.01% 3135
2021
Q3 		$224K Buy
+4,873
New +$231K ﹤0.01% 3178
2020
Q1 		– Sell
-5,582
Closed -$204K – 2862
2019
Q4 		$204K Buy
+5,582
New +$195K ﹤0.01% 2599
2018
Q4 		– Sell
-6,764
Closed -$220K – 2718
2018
Q3 		$220K Buy
+6,764
New +$218K ﹤0.01% 2427

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

Commonwealth Equity Services's EPS Position: Q1 2026 in Review

Commonwealth Equity Services increased its WisdomTree US LargeCap Fund (EPS) stake by 2.6% in Q1 2026, buying an estimated $13.7K and bringing the position to 7,631 shares worth $520K. The position accounts for ﹤0.01% of the portfolio, ranked #3174.

Commonwealth Equity Services first reported a position in EPS in Q3 2018 and has held it in 21 quarters since. The position peaked at $527K in Q4 2025. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

  • Commonwealth Equity Services held 7,631 shares of WisdomTree US LargeCap Fund worth $520K as of Q1 2026.
  • Commonwealth Equity Services bought 193 WisdomTree US LargeCap Fund shares in Q1 2026, an estimated $13.7K.
  • WisdomTree US LargeCap Fund made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #3174 holding.
  • Commonwealth Equity Services first reported a position in WisdomTree US LargeCap Fund in Q3 2018 and has held it in 21 quarters since.
  • Commonwealth Equity Services's WisdomTree US LargeCap Fund position peaked at $527K in Q4 2025.
  • 172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.