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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
Q2 		$18K Buy
228
+40
+21% +$3.03K 0.01% 1215
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

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

Covestor's EPS Position: Q2 2026 in Review

Covestor increased its WisdomTree US LargeCap Fund (EPS) stake by 21% in Q2 2026, buying an estimated $3.03K and bringing the position to 228 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #1215.

Covestor first reported a position in EPS in Q4 2021 and has held it in 19 quarters since. The position peaked at $50K in Q4 2021. 174 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • Covestor held 228 shares of WisdomTree US LargeCap Fund worth $18K as of Q2 2026.
  • Covestor bought 40 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $3.03K.
  • WisdomTree US LargeCap Fund made up 0.01% of Covestor's portfolio in Q2 2026, its #1215 holding.
  • Covestor first reported a position in WisdomTree US LargeCap Fund in Q4 2021 and has held it in 19 quarters since.
  • Covestor's WisdomTree US LargeCap Fund position peaked at $50K in Q4 2021.
  • 174 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.