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Cornerstone Wealth Management’s WisdomTree US LargeCap Fund EPS Stock Holding History

Cornerstone Wealth Management’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 		$687K Sell
8,597
-41
-0.5% -$3.27K 0.03% 416
2026
Q2 		$672K Sell
8,638
-65
-0.7% -$4.92K 0.03% 424
2026
Q1 		$593K Buy
8,703
+10
+0.1% +$708 0.03% 408
2025
Q4 		$616K Buy
8,693
+11
+0.1% +$769 0.03% 376
2025
Q3 		$599K Buy
8,682
+176
+2% +$11.7K 0.03% 376
2025
Q2 		$544K Buy
8,506
+12
+0.1% +$716 0.03% 376
2025
Q1 		$503K Buy
8,494
+11
+0.1% +$681 0.03% 367
2024
Q4 		$519K Sell
8,483
-161
-2% -$10K 0.04% 349
2024
Q3 		$519K Buy
8,644
+12
+0.1% +$694 0.04% 346
2024
Q2 		$491K Buy
8,632
+14
+0.2% +$773 0.04% 338
2024
Q1 		$477K Buy
8,618
+13
+0.2% +$682 0.04% 338
2023
Q4 		$431K Buy
+8,605
New +$406K 0.04% 347
2023
Q2 		– Sell
-5,249
Closed -$229K – 510
2023
Q1 		$229K Buy
+5,249
New +$227K 0.02% 419

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Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Garrett Wealth Advisory Group
Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Integrity Alliance
Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $253M AUM 9.36% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
IEQ Capital
IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return
Flagship Wealth Advisors
Flagship Wealth Advisors Wakefield, Massachusetts $461M AUM 17.89% 1-Year Est. Return

Cornerstone Wealth Management's EPS Position: Q3 2026 in Review

Cornerstone Wealth Management reduced its WisdomTree US LargeCap Fund (EPS) stake by 0.47% in Q3 2026, selling an estimated $3.27K and leaving 8,597 shares worth $687K. The position accounts for 0.03% of the portfolio, ranked #416.

Cornerstone Wealth Management first reported a position in EPS in Q1 2023 and has held it in 13 quarters since. 112 funds tracked by Wall St. Rank hold EPS as of Q3 2026.

  • Cornerstone Wealth Management held 8,597 shares of WisdomTree US LargeCap Fund worth $687K as of Q3 2026.
  • Cornerstone Wealth Management sold 41 WisdomTree US LargeCap Fund shares in Q3 2026, an estimated $3.27K.
  • WisdomTree US LargeCap Fund made up 0.03% of Cornerstone Wealth Management's portfolio in Q3 2026, its #416 holding.
  • Cornerstone Wealth Management first reported a position in WisdomTree US LargeCap Fund in Q1 2023 and has held it in 13 quarters since.
  • 112 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.