Fidelity Investments
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Fidelity Investments’s WisdomTree US LargeCap Fund EPS Stock Holding History

Fidelity Investments’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 		$1.29M Sell
18,990
-608
-3% -$43K ﹤0.01% 2786
2025
Q4 		$1.39M Buy
19,598
+1,817
+10% +$127K ﹤0.01% 2729
2025
Q3 		$1.23M Buy
17,781
+2,037
+13% +$135K ﹤0.01% 2718
2025
Q2 		$1.01M Sell
15,744
-1,495
-9% -$89.2K ﹤0.01% 2719
2025
Q1 		$1.02M Buy
17,239
+2,943
+21% +$182K ﹤0.01% 2670
2024
Q4 		$875K Buy
14,296
+4,345
+44% +$269K ﹤0.01% 2718
2024
Q3 		$597K Buy
9,951
+173
+2% +$10K ﹤0.01% 2782
2024
Q2 		$556K Buy
9,778
+4,437
+83% +$245K ﹤0.01% 2698
2024
Q1 		$296K Buy
5,341
+6
+0.1% +$315 ﹤0.01% 2887
2023
Q4 		$267K Sell
5,335
-18
-0.3% -$850 ﹤0.01% 2864
2023
Q3 		$245K Buy
5,353
+3,461
+183% +$164K ﹤0.01% 2829
2023
Q2 		$88.4K Buy
1,892
+17
+0.9% +$759 ﹤0.01% 3212
2023
Q1 		$82K Buy
1,875
+430
+30% +$18.6K ﹤0.01% 3266
2022
Q4 		$60.1K Hold
1,445
– – ﹤0.01% 3382
2022
Q3 		$55K Sell
1,445
-68
-4% -$2.9K ﹤0.01% 3447
2022
Q2 		$61K Buy
1,513
+67
+5% +$2.96K ﹤0.01% 3492
2022
Q1 		$70K Hold
1,446
– – ﹤0.01% 3558
2021
Q4 		$73K Buy
1,446
+1
+0.1% +$49 ﹤0.01% 3154
2021
Q3 		$66K Buy
1,445
+12
+0.8% +$569 ﹤0.01% 3151
2021
Q2 		$66K Sell
1,433
-1
-0.1% -$45 ﹤0.01% 3104
2021
Q1 		$62K Hold
1,434
– – ﹤0.01% 3002
2020
Q4 		$58K Buy
1,434
+1
+0.1% +$38 ﹤0.01% 2976
2020
Q3 		$51K Hold
1,433
– – ﹤0.01% 2881
2020
Q2 		$48K Sell
1,433
-2
-0.1% -$63 ﹤0.01% 2814
2020
Q1 		$40K Sell
1,435
-2
-0.1% -$68 ﹤0.01% 2812
2019
Q4 		$53K Buy
+1,437
New +$50.3K ﹤0.01% 2877
2019
Q1 		– Sell
-3
Closed – – 3735
2018
Q4 		$0 Buy
+3
New +$92 ﹤0.01% 3649

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

Fidelity Investments's EPS Position: Q1 2026 in Review

Fidelity Investments reduced its WisdomTree US LargeCap Fund (EPS) stake by 3.1% in Q1 2026, selling an estimated $43K and leaving 18,990 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #2786.

Fidelity Investments first reported a position in EPS in Q4 2018 and has held it in 27 quarters since. The position peaked at $1.39M in Q4 2025. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

  • Fidelity Investments held 18,990 shares of WisdomTree US LargeCap Fund worth $1.29M as of Q1 2026.
  • Fidelity Investments sold 608 WisdomTree US LargeCap Fund shares in Q1 2026, an estimated $43K.
  • WisdomTree US LargeCap Fund made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #2786 holding.
  • Fidelity Investments first reported a position in WisdomTree US LargeCap Fund in Q4 2018 and has held it in 27 quarters since.
  • Fidelity Investments's WisdomTree US LargeCap Fund position peaked at $1.39M in Q4 2025.
  • 172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.