Corient Private Wealth’s WisdomTree US LargeCap Fund EPS Stock Holding History

Corient Private Wealth’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	$235K	Buy	4,170 +717	+21%	+$50.7K	﹤0.01%	2459
2025 Q4	$245K	Sell	3,453 -244	-7%	-$17.1K	﹤0.01%	2548
2025 Q3	$255K	Hold	3,697	–	–	﹤0.01%	2218
2025 Q2	$237K	Hold	3,697	–	–	﹤0.01%	2128
2025 Q1	$219K	Hold	3,697	–	–	﹤0.01%	2017
2024 Q4	$226K	Sell	3,697 -803	-18%	-$49.6K	﹤0.01%	2053
2024 Q3	$270K	Buy	4,500 +671	+18%	+$38.8K	﹤0.01%	2059
2024 Q2	$218K	Buy	3,829 +166	+5%	+$9.16K	﹤0.01%	2083
2024 Q1	$203K	Buy	+3,663	New	+$192K	﹤0.01%	2098

Other funds holding EPS

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Corient Private Wealth's EPS Position: Q1 2026 in Review

Corient Private Wealth increased its WisdomTree US LargeCap Fund (EPS) stake by 21% in Q1 2026, buying an estimated $50.7K and bringing the position to 4,170 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #2459.

Corient Private Wealth first reported a position in EPS in Q1 2024 and has held it in 9 quarters since. The position peaked at $270K in Q3 2024. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

Corient Private Wealth held 4,170 shares of WisdomTree US LargeCap Fund worth $235K as of Q1 2026.
Corient Private Wealth bought 717 WisdomTree US LargeCap Fund shares in Q1 2026, an estimated $50.7K.
WisdomTree US LargeCap Fund made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2459 holding.
Corient Private Wealth first reported a position in WisdomTree US LargeCap Fund in Q1 2024 and has held it in 9 quarters since.
Corient Private Wealth's WisdomTree US LargeCap Fund position peaked at $270K in Q3 2024.
172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.