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 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%	-$9.95K	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

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

Cornerstone Wealth Management's EPS Position: Q1 2026 in Review

Cornerstone Wealth Management increased its WisdomTree US LargeCap Fund (EPS) stake by 0.12% in Q1 2026, buying an estimated $708 and bringing the position to 8,703 shares worth $593K. The position accounts for 0.03% of the portfolio, ranked #408.

Cornerstone Wealth Management first reported a position in EPS in Q1 2023 and has held it in 11 quarters since. The position peaked at $616K in Q4 2025. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

Cornerstone Wealth Management held 8,703 shares of WisdomTree US LargeCap Fund worth $593K as of Q1 2026.
Cornerstone Wealth Management bought 10 WisdomTree US LargeCap Fund shares in Q1 2026, an estimated $708.
WisdomTree US LargeCap Fund made up 0.03% of Cornerstone Wealth Management's portfolio in Q1 2026, its #408 holding.
Cornerstone Wealth Management first reported a position in WisdomTree US LargeCap Fund in Q1 2023 and has held it in 11 quarters since.
Cornerstone Wealth Management's WisdomTree US LargeCap Fund position peaked at $616K in Q4 2025.
172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Cornerstone Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.