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CoreCap Advisors’s WisdomTree US LargeCap Fund EPS Stock Holding History

CoreCap Advisors’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 		$322K Buy
4,137
+4
+0.1% +$303 0.01% 690
2026
Q1 		$281K Sell
4,133
-70
-2% -$4.95K 0.01% 680
2025
Q4 		$298K Sell
4,203
-93
-2% -$6.5K 0.01% 656
2025
Q3 		$296K Sell
4,296
-352
-8% -$23.4K 0.01% 680
2025
Q2 		$298K Sell
4,648
-96
-2% -$5.73K 0.01% 637
2025
Q1 		$281K Sell
4,744
-341
-7% -$21.1K 0.01% 607
2024
Q4 		$311K Sell
5,085
-1,534
-23% -$94.8K 0.01% 588
2024
Q3 		$397K Sell
6,619
-39
-0.6% -$2.26K 0.02% 512
2024
Q2 		$379K Sell
6,658
-1,220
-15% -$67.4K 0.04% 267
2024
Q1 		$436K Sell
7,878
-3,581
-31% -$188K 0.02% 422
2023
Q4 		$574K Sell
11,459
-158
-1% -$7.46K 0.04% 329
2023
Q3 		$531K Sell
11,617
-130
-1% -$6.14K 0.04% 316
2023
Q2 		$549K Buy
+11,747
New +$524K 0.04% 327
2022
Q4 		$517K Sell
12,427
-757
-6% -$31.5K 0.04% 346
2022
Q3 		$506K Sell
13,184
-640
-5% -$27.3K 0.04% 308
2022
Q2 		$564K Sell
13,824
-3,263
-19% -$144K 0.04% 300
2022
Q1 		$826K Sell
17,087
-779
-4% -$37.3K 0.06% 261
2021
Q4 		$900K Buy
+17,866
New +$871K 0.06% 257

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

CoreCap Advisors's EPS Position: Q2 2026 in Review

CoreCap Advisors increased its WisdomTree US LargeCap Fund (EPS) stake by 0.1% in Q2 2026, buying an estimated $303 and bringing the position to 4,137 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #690.

CoreCap Advisors first reported a position in EPS in Q4 2021 and has held it in 18 quarters since. The position peaked at $900K in Q4 2021. 174 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • CoreCap Advisors held 4,137 shares of WisdomTree US LargeCap Fund worth $322K as of Q2 2026.
  • CoreCap Advisors bought 4 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $303.
  • WisdomTree US LargeCap Fund made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #690 holding.
  • CoreCap Advisors first reported a position in WisdomTree US LargeCap Fund in Q4 2021 and has held it in 18 quarters since.
  • CoreCap Advisors's WisdomTree US LargeCap Fund position peaked at $900K in Q4 2021.
  • 174 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.