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 Q2	$2.72K	Hold	35	–	–	﹤0.01%	494
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 $9.19B AUM 25.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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

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

Darwin Wealth Management's EPS Position: Q2 2026 in Review

Darwin Wealth Management held its WisdomTree US LargeCap Fund (EPS) position steady in Q2 2026 at 35 shares worth $2.72K. The position accounts for ﹤0.01% of the portfolio, ranked #494.

Darwin Wealth Management first reported a position in EPS in Q1 2020 and has held it in 9 quarters since. 175 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

Darwin Wealth Management held 35 shares of WisdomTree US LargeCap Fund worth $2.72K as of Q2 2026.
Darwin Wealth Management left its WisdomTree US LargeCap Fund share count unchanged in Q2 2026.
WisdomTree US LargeCap Fund made up ﹤0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #494 holding.
Darwin Wealth Management first reported a position in WisdomTree US LargeCap Fund in Q1 2020 and has held it in 9 quarters since.
175 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.