Covestor’s WisdomTree US LargeCap Fund EPS Stock Holding History

Covestor’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	$13K	Buy	188 +92	+96%	+$6.51K	0.01%	1286
2025 Q4	$7K	Hold	96	–	–	﹤0.01%	1769
2025 Q3	$7K	Sell	96 -9	-9%	-$598	﹤0.01%	1797
2025 Q2	$7K	Buy	105 +1	+1%	+$60	﹤0.01%	1705
2025 Q1	$6K	Buy	104 +13	+14%	+$804	﹤0.01%	1700
2024 Q4	$6K	Buy	91 +16	+21%	+$989	﹤0.01%	1692
2024 Q3	$5K	Sell	75 -22	-23%	-$1.27K	﹤0.01%	1729
2024 Q2	$6K	Hold	97	–	–	﹤0.01%	1744
2024 Q1	$5K	Sell	97 -139	-59%	-$7.29K	﹤0.01%	1777
2023 Q4	$12K	Sell	236 -87	-27%	-$4.11K	0.01%	1421
2023 Q3	$15K	Sell	323 -16	-5%	-$756	0.01%	1226
2023 Q2	$16K	Sell	339 -95	-22%	-$4.24K	0.01%	1228
2023 Q1	$19K	Sell	434 -70	-14%	-$3.02K	0.02%	1019
2022 Q4	$21K	Sell	504 -22	-4%	-$915	0.02%	1015
2022 Q3	$20K	Sell	526 -185	-26%	-$7.89K	0.02%	985
2022 Q2	$29K	Sell	711 -248	-26%	-$11K	0.02%	891
2022 Q1	$46K	Sell	959 -41	-4%	-$1.96K	0.03%	830
2021 Q4	$50K	Buy	+1,000	New	+$48.7K	0.07%	534

Other funds holding EPS

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

LPL Financial San Diego, California $376B 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 $25.5B AUM 19.2% 1-Year Est. Return

Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Cetera Investment Advisers

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

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

Team Financial Group Temecula, California $220M AUM 10.84% 1-Year Est. Return