Corient Private Wealth
EPS icon

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
Q2 		$323K Sell
4,151
-19
-0.5% -$1.44K ﹤0.01% 2514
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% 2313
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

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

Corient Private Wealth's EPS Position: Q2 2026 in Review

Corient Private Wealth reduced its WisdomTree US LargeCap Fund (EPS) stake by 0.46% in Q2 2026, selling an estimated $1.44K and leaving 4,151 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #2514.

Corient Private Wealth first reported a position in EPS in Q1 2024 and has held it in 10 quarters since. 175 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • Corient Private Wealth held 4,151 shares of WisdomTree US LargeCap Fund worth $323K as of Q2 2026.
  • Corient Private Wealth sold 19 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $1.44K.
  • WisdomTree US LargeCap Fund made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2514 holding.
  • Corient Private Wealth first reported a position in WisdomTree US LargeCap Fund in Q1 2024 and has held it in 10 quarters since.
  • 175 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.