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Creative Financial Designs’s WisdomTree US LargeCap Fund EPS Stock Holding History

Creative Financial Designs’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 		$67.7K Hold
994
– – ﹤0.01% 797
2025
Q4 		$70.4K Hold
994
– – ﹤0.01% 745
2025
Q3 		$68.5K Hold
994
– – ﹤0.01% 743
2025
Q2 		$63.6K Sell
994
-181
-15% -$10.8K ﹤0.01% 788
2025
Q1 		$69.7K Sell
1,175
-626
-35% -$38.7K 0.01% 726
2024
Q4 		$110K Sell
1,801
-254
-12% -$15.7K 0.01% 578
2024
Q3 		$123K Sell
2,055
-435
-17% -$25.2K 0.01% 549
2024
Q2 		$142K Buy
2,490
+100
+4% +$5.52K 0.01% 509
2024
Q1 		$132K Sell
2,390
-9
-0.4% -$472 0.01% 509
2023
Q4 		$120K Buy
2,399
+1,067
+80% +$50.4K 0.01% 500
2023
Q3 		$60.9K Sell
1,332
-149
-10% -$7.04K 0.01% 584
2023
Q2 		$69.2K Sell
1,481
-1,060
-42% -$47.3K 0.01% 557
2023
Q1 		$111K Sell
2,541
-20
-0.8% -$864 0.01% 448
2022
Q4 		$106K Sell
2,561
-117
-4% -$4.87K 0.02% 439
2022
Q3 		$103K Sell
2,678
-144
-5% -$6.14K 0.02% 430
2022
Q2 		$115K Sell
2,822
-8
-0.3% -$354 0.02% 401
2022
Q1 		$137K Buy
2,830
+321
+13% +$15.4K 0.02% 382
2021
Q4 		$126K Sell
2,509
-176
-7% -$8.58K 0.02% 398
2021
Q3 		$123K Buy
2,685
+1,062
+65% +$50.3K 0.02% 402
2021
Q2 		$75K Buy
+1,623
New +$73.8K 0.01% 503
2020
Q1 		– Sell
-350
Closed -$13K – 497
2019
Q4 		$13K Hold
350
– – 0.01% 371
2019
Q3 		$11K Hold
350
– – 0.01% 395
2019
Q2 		$12K Hold
350
– – 0.01% 383
2019
Q1 		$11K Hold
350
– – 0.01% 374
2018
Q4 		$10K Hold
350
– – 0.01% 360
2018
Q3 		$11K Hold
350
– – 0.01% 420
2018
Q2 		$11K Buy
+350
New +$10.8K 0.01% 449

Other funds holding EPS

FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
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

Creative Financial Designs's EPS Position: Q1 2026 in Review

Creative Financial Designs held its WisdomTree US LargeCap Fund (EPS) position steady in Q1 2026 at 994 shares worth $67.7K. The position accounts for ﹤0.01% of the portfolio, ranked #797.

Creative Financial Designs first reported a position in EPS in Q2 2018 and has held it in 27 quarters since. The position peaked at $142K in Q2 2024. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

  • Creative Financial Designs held 994 shares of WisdomTree US LargeCap Fund worth $67.7K as of Q1 2026.
  • Creative Financial Designs left its WisdomTree US LargeCap Fund share count unchanged in Q1 2026.
  • WisdomTree US LargeCap Fund made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #797 holding.
  • Creative Financial Designs first reported a position in WisdomTree US LargeCap Fund in Q2 2018 and has held it in 27 quarters since.
  • Creative Financial Designs's WisdomTree US LargeCap Fund position peaked at $142K in Q2 2024.
  • 172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.