Darwin Wealth Management’s WisdomTree US LargeCap Fund EPS Stock Holding History

Darwin 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 Q1	$2.38K	Hold	35	–	–	﹤0.01%	479
2025 Q4	$2.48K	Hold	35	–	–	﹤0.01%	509
2025 Q3	$2.41K	Hold	35	–	–	﹤0.01%	484
2025 Q2	$2.24K	Hold	35	–	–	﹤0.01%	475
2025 Q1	$2.14K	Hold	35	–	–	﹤0.01%	512
2024 Q4	$2.14K	Hold	35	–	–	﹤0.01%	512
2024 Q3	$2.1K	Buy	+35	New	+$2.02K	﹤0.01%	522
2020 Q2	–	Sell	-35	Closed	–	–	324
2020 Q1	$0	Buy	+35	New	+$1.19K	﹤0.01%	806

Other funds holding EPS

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

LPL Financial San Diego, California $377B 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 $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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Darwin Wealth Management's EPS Position: Q1 2026 in Review

Darwin Wealth Management held its WisdomTree US LargeCap Fund (EPS) position steady in Q1 2026 at 35 shares worth $2.38K. The position accounts for ﹤0.01% of the portfolio, ranked #479.

Darwin Wealth Management first reported a position in EPS in Q1 2020 and has held it in 8 quarters since. The position peaked at $2.48K in Q4 2025. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

Darwin Wealth Management held 35 shares of WisdomTree US LargeCap Fund worth $2.38K as of Q1 2026.
Darwin Wealth Management left its WisdomTree US LargeCap Fund share count unchanged in Q1 2026.
WisdomTree US LargeCap Fund made up ﹤0.01% of Darwin Wealth Management's portfolio in Q1 2026, its #479 holding.
Darwin Wealth Management first reported a position in WisdomTree US LargeCap Fund in Q1 2020 and has held it in 8 quarters since.
Darwin Wealth Management's WisdomTree US LargeCap Fund position peaked at $2.48K in Q4 2025.
172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Darwin Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.