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 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%	-$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 $9.19B AUM 25.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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

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

Cornerstone Wealth Management's EPS Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its WisdomTree US LargeCap Fund (EPS) stake by 0.75% in Q2 2026, selling an estimated $4.92K and leaving 8,638 shares worth $672K. The position accounts for 0.03% of the portfolio, ranked #424.

Cornerstone Wealth Management first reported a position in EPS in Q1 2023 and has held it in 12 quarters since. 175 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

Cornerstone Wealth Management held 8,638 shares of WisdomTree US LargeCap Fund worth $672K as of Q2 2026.
Cornerstone Wealth Management sold 65 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $4.92K.
WisdomTree US LargeCap Fund made up 0.03% of Cornerstone Wealth Management's portfolio in Q2 2026, its #424 holding.
Cornerstone Wealth Management first reported a position in WisdomTree US LargeCap Fund in Q1 2023 and has held it in 12 quarters since.
175 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.