Envestnet Asset Management
EPS icon

Envestnet Asset Management’s WisdomTree US LargeCap Fund EPS Stock Holding History

Envestnet Asset 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 		$1.48M Buy
21,670
+8,775
+68% +$621K ﹤0.01% 3226
2025
Q4 		$914K Sell
12,895
-9
-0.1% -$629 ﹤0.01% 3320
2025
Q3 		$890K Buy
12,904
+458
+4% +$30.4K ﹤0.01% 3397
2025
Q2 		$797K Sell
12,446
-49,758
-80% -$2.97M ﹤0.01% 3395
2025
Q1 		$3.69M Buy
62,204
+39,373
+172% +$2.44M ﹤0.01% 2339
2024
Q4 		$1.4M Sell
22,831
-26,250
-53% -$1.62M ﹤0.01% 2936
2024
Q3 		$2.95M Sell
49,081
-3,136
-6% -$181K ﹤0.01% 2426
2024
Q2 		$2.97M Sell
52,217
-2,781
-5% -$154K ﹤0.01% 2372
2024
Q1 		$3.05M Sell
54,998
-20,229
-27% -$1.06M ﹤0.01% 2312
2023
Q4 		$3.77M Sell
75,227
-10,093
-12% -$476K ﹤0.01% 2077
2023
Q3 		$3.9M Buy
85,320
+136
+0.2% +$6.43K ﹤0.01% 1967
2023
Q2 		$3.98M Sell
85,184
-1,041
-1% -$46.5K ﹤0.01% 1842
2023
Q1 		$3.77M Sell
86,225
-29,218
-25% -$1.26M ﹤0.01% 1802
2022
Q4 		$4.8M Buy
115,443
+11,207
+11% +$466K ﹤0.01% 1632
2022
Q3 		$4M Buy
104,236
+73,879
+243% +$3.15M ﹤0.01% 1647
2022
Q2 		$1.24M Sell
30,357
-177,935
-85% -$7.87M ﹤0.01% 2425
2022
Q1 		$10.1M Sell
208,292
-42,572
-17% -$2.04M 0.01% 1200
2021
Q4 		$12.6M Sell
250,864
-173,639
-41% -$8.46M 0.01% 1072
2021
Q3 		$19.5M Sell
424,503
-3,538
-0.8% -$168K 0.01% 803
2021
Q2 		$19.8M Buy
428,041
+568
+0.1% +$25.8K 0.01% 792
2021
Q1 		$18.5M Buy
427,473
+406,646
+1,952% +$17M 0.01% 743
2020
Q4 		$836K Sell
20,827
-2,043
-9% -$77.4K ﹤0.01% 2340
2020
Q3 		$810K Sell
22,870
-2,571
-10% -$90.6K ﹤0.01% 2148
2020
Q2 		$844K Sell
25,441
-2,834
-10% -$89.9K ﹤0.01% 2067
2020
Q1 		$795K Sell
28,275
-2,583
-8% -$88.2K ﹤0.01% 1949
2019
Q4 		$1.13M Sell
30,858
-4,434
-13% -$155K ﹤0.01% 1946
2019
Q3 		$1.18M Buy
35,292
+8,633
+32% +$287K ﹤0.01% 1835
2019
Q2 		$877K Sell
26,659
-9,325
-26% -$302K ﹤0.01% 2046
2019
Q1 		$1.14M Buy
+35,984
New +$1.11M ﹤0.01% 1821
2016
Q3 		– Sell
-127,104
Closed -$2.95M – 2945
2016
Q2 		$2.95M Sell
127,104
-2,391
-2% -$55.6K 0.01% 838
2016
Q1 		$3.01M Sell
129,495
-64,152
-33% -$1.41M 0.01% 790
2015
Q4 		$4.48M Sell
193,647
-3,825
-2% -$89.4K 0.02% 613
2015
Q3 		$4.31M Sell
197,472
-7,662
-4% -$178K 0.02% 615
2015
Q2 		$4.88M Sell
205,134
-8,577
-4% -$208K 0.02% 608
2015
Q1 		$5.1M Buy
213,711
+187,584
+718% +$4.48M 0.03% 554
2014
Q4 		$627K Hold
26,127
– – 0.01% 659
2014
Q3 		$600K Hold
26,127
– – 0.01% 722
2014
Q2 		$594K Sell
26,127
-3,225
-11% -$71.4K 0.01% 716
2014
Q1 		$641K Buy
29,352
+6,024
+26% +$128K 0.01% 597
2013
Q4 		$501K Buy
+23,328
New +$480K 0.01% 623

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

Envestnet Asset Management's EPS Position: Q1 2026 in Review

Envestnet Asset Management increased its WisdomTree US LargeCap Fund (EPS) stake by 68% in Q1 2026, buying an estimated $621K and bringing the position to 21,670 shares worth $1.48M. The position accounts for ﹤0.01% of the portfolio, ranked #3226.

Envestnet Asset Management first reported a position in EPS in Q4 2013 and has held it in 40 quarters since. The position peaked at $19.8M in Q2 2021. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

  • Envestnet Asset Management held 21,670 shares of WisdomTree US LargeCap Fund worth $1.48M as of Q1 2026.
  • Envestnet Asset Management bought 8,775 WisdomTree US LargeCap Fund shares in Q1 2026, an estimated $621K.
  • WisdomTree US LargeCap Fund made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #3226 holding.
  • Envestnet Asset Management first reported a position in WisdomTree US LargeCap Fund in Q4 2013 and has held it in 40 quarters since.
  • Envestnet Asset Management's WisdomTree US LargeCap Fund position peaked at $19.8M in Q2 2021.
  • 172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.