Creative Planning
EPS icon

Creative Planning’s WisdomTree US LargeCap Fund EPS Stock Holding History

Creative Planning’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 		$6.11M Sell
89,769
-584
-0.6% -$41.3K ﹤0.01% 1038
2025
Q4 		$6.4M Sell
90,353
-3,411
-4% -$239K ﹤0.01% 839
2025
Q3 		$6.46M Sell
93,764
-150
-0.2% -$9.97K ﹤0.01% 743
2025
Q2 		$6.01M Buy
93,914
+1
+0% +$60 0.01% 701
2025
Q1 		$5.57M Sell
93,913
-1,722
-2% -$107K 0.01% 669
2024
Q4 		$5.85M Buy
95,635
+5,306
+6% +$328K 0.01% 608
2024
Q3 		$5.42M Sell
90,329
-3,804
-4% -$220K 0.01% 614
2024
Q2 		$5.35M Sell
94,133
-49
-0.1% -$2.71K 0.01% 594
2024
Q1 		$5.22M Sell
94,182
-2,198
-2% -$115K 0.01% 592
2023
Q4 		$4.83M Sell
96,380
-22,723
-19% -$1.07M 0.01% 573
2023
Q3 		$5.45M Sell
119,103
-3,368
-3% -$159K 0.01% 505
2023
Q2 		$5.72M Sell
122,471
-5,264
-4% -$235K 0.01% 487
2023
Q1 		$5.58M Sell
127,735
-1,505
-1% -$65K 0.01% 479
2022
Q4 		$5.37M Sell
129,240
-11,677
-8% -$486K 0.01% 470
2022
Q3 		$5.41M Sell
140,917
-18,768
-12% -$801K 0.01% 422
2022
Q2 		$6.51M Sell
159,685
-6,867
-4% -$304K 0.01% 396
2022
Q1 		$8.05M Sell
166,552
-1,588
-0.9% -$76K 0.01% 354
2021
Q4 		$8.47M Buy
168,140
+10,758
+7% +$524K 0.01% 317
2021
Q3 		$7.24M Sell
157,382
-6,140
-4% -$291K 0.01% 329
2021
Q2 		$7.56M Sell
163,522
-7,761
-5% -$353K 0.01% 314
2021
Q1 		$7.42M Sell
171,283
-5,451
-3% -$227K 0.02% 326
2020
Q4 		$7.1M Sell
176,734
-31,661
-15% -$1.2M 0.02% 315
2020
Q3 		$7.38M Buy
208,395
+195,879
+1,565% +$6.9M 0.02% 263
2020
Q2 		$415K Sell
12,516
-1,211
-9% -$38.4K ﹤0.01% 1126
2020
Q1 		$386K Sell
13,727
-375
-3% -$12.8K ﹤0.01% 1072
2019
Q4 		$517K Sell
14,102
-310
-2% -$10.9K ﹤0.01% 1090
2019
Q3 		$483K Buy
14,412
+310
+2% +$10.3K ﹤0.01% 1081
2019
Q2 		$464K Hold
14,102
– – ﹤0.01% 1121
2019
Q1 		$448K Buy
14,102
+1,586
+13% +$48.8K ﹤0.01% 1098
2018
Q4 		$353K Sell
12,516
-322
-3% -$9.83K ﹤0.01% 1140
2018
Q3 		$419K Buy
12,838
+322
+3% +$10.4K ﹤0.01% 1190
2018
Q2 		$384K Hold
12,516
– – ﹤0.01% 1223
2018
Q1 		$380K Hold
12,516
– – ﹤0.01% 1220
2017
Q4 		$389K Hold
12,516
– – ﹤0.01% 1218
2017
Q3 		$363K Hold
12,516
– – ﹤0.01% 1217
2017
Q2 		$348K Hold
12,516
– – ﹤0.01% 1201
2017
Q1 		$340K Buy
12,516
+2,310
+23% +$61.9K ﹤0.01% 1193
2016
Q4 		$263K Buy
10,206
+8,706
+580% +$217K ﹤0.01% 1259
2016
Q3 		$36K Buy
+1,500
New +$36.2K ﹤0.01% 2618
2014
Q2 		– Sell
-3,552
Closed -$78K – 3819
2014
Q1 		$78K Buy
+3,552
New +$75.6K ﹤0.01% 1538

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 Planning's EPS Position: Q1 2026 in Review

Creative Planning reduced its WisdomTree US LargeCap Fund (EPS) stake by 0.65% in Q1 2026, selling an estimated $41.3K and leaving 89,769 shares worth $6.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1038.

Creative Planning first reported a position in EPS in Q1 2014 and has held it in 40 quarters since. The position peaked at $8.47M in Q4 2021. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

  • Creative Planning held 89,769 shares of WisdomTree US LargeCap Fund worth $6.11M as of Q1 2026.
  • Creative Planning sold 584 WisdomTree US LargeCap Fund shares in Q1 2026, an estimated $41.3K.
  • WisdomTree US LargeCap Fund made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1038 holding.
  • Creative Planning first reported a position in WisdomTree US LargeCap Fund in Q1 2014 and has held it in 40 quarters since.
  • Creative Planning's WisdomTree US LargeCap Fund position peaked at $8.47M in Q4 2021.
  • 172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.