Family Capital Management’s WisdomTree US LargeCap Fund EPS Stock Holding History

Family Capital 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	$681K	Hold	10,000	–	–	0.3%	58
2025 Q4	$709K	Hold	10,000	–	–	0.31%	54
2025 Q3	$689K	Hold	10,000	–	–	0.33%	56
2025 Q2	$640K	Hold	10,000	–	–	0.34%	51
2025 Q1	$593K	Hold	10,000	–	–	0.37%	45
2024 Q4	$612K	Hold	10,000	–	–	0.37%	43
2024 Q3	$600K	Hold	10,000	–	–	0.39%	41
2024 Q2	$569K	Hold	10,000	–	–	0.39%	41
2024 Q1	$554K	Hold	10,000	–	–	0.39%	38
2023 Q4	$501K	Hold	10,000	–	–	0.36%	38
2023 Q3	$458K	Hold	10,000	–	–	0.3%	46
2023 Q2	$467K	Hold	10,000	–	–	0.29%	41
2023 Q1	$437K	Hold	10,000	–	–	0.19%	43
2022 Q4	$416K	Buy	+10,000	New	+$416K	0.27%	42

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 $21.8B AUM 28.57% 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

Family Capital Management's EPS Position: Q1 2026 in Review

Family Capital Management held its WisdomTree US LargeCap Fund (EPS) position steady in Q1 2026 at 10,000 shares worth $681K. The position accounts for 0.3% of the portfolio, ranked #58.

Family Capital Management first reported a position in EPS in Q4 2022 and has held it in 14 quarters since. The position peaked at $709K in Q4 2025. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

Family Capital Management held 10,000 shares of WisdomTree US LargeCap Fund worth $681K as of Q1 2026.
Family Capital Management left its WisdomTree US LargeCap Fund share count unchanged in Q1 2026.
WisdomTree US LargeCap Fund made up 0.3% of Family Capital Management's portfolio in Q1 2026, its #58 holding.
Family Capital Management first reported a position in WisdomTree US LargeCap Fund in Q4 2022 and has held it in 14 quarters since.
Family Capital Management's WisdomTree US LargeCap Fund position peaked at $709K in Q4 2025.
172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Family Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.