CA
EPS icon

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
Q3 		$329K Sell
4,120
-17
-0.4% -$1.36K 0.01% 682
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

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
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
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

CoreCap Advisors's EPS Position: Q3 2026 in Review

CoreCap Advisors reduced its WisdomTree US LargeCap Fund (EPS) stake by 0.41% in Q3 2026, selling an estimated $1.36K and leaving 4,120 shares worth $329K. The position accounts for 0.01% of the portfolio, ranked #682.

CoreCap Advisors first reported a position in EPS in Q4 2021 and has held it in 19 quarters since. The position peaked at $900K in Q4 2021. 15 funds tracked by Wall St. Rank hold EPS as of Q3 2026.

  • CoreCap Advisors held 4,120 shares of WisdomTree US LargeCap Fund worth $329K as of Q3 2026.
  • CoreCap Advisors sold 17 WisdomTree US LargeCap Fund shares in Q3 2026, an estimated $1.36K.
  • WisdomTree US LargeCap Fund made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #682 holding.
  • CoreCap Advisors first reported a position in WisdomTree US LargeCap Fund in Q4 2021 and has held it in 19 quarters since.
  • CoreCap Advisors's WisdomTree US LargeCap Fund position peaked at $900K in Q4 2021.
  • 15 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.