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Fiduciary Trust’s WisdomTree US LargeCap Fund EPS Stock Holding History

Fiduciary Trust’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 		$138M Sell
1,778,576
-80,558
-4% -$6.1M 1.5% 13
2026
Q1 		$127M Sell
1,859,134
-37,285
-2% -$2.64M 1.5% 11
2025
Q4 		$134M Sell
1,896,419
-221,123
-10% -$15.5M 1.53% 12
2025
Q3 		$146M Sell
2,117,542
-134,683
-6% -$8.95M 1.65% 10
2025
Q2 		$144M Sell
2,252,225
-162,710
-7% -$9.71M 1.77% 9
2025
Q1 		$143M Buy
2,414,935
+154,232
+7% +$9.54M 1.87% 9
2024
Q4 		$138M Buy
2,260,703
+126,315
+6% +$7.81M 1.83% 10
2024
Q3 		$128M Buy
2,134,388
+430,831
+25% +$24.9M 1.79% 9
2024
Q2 		$96.9M Buy
1,703,557
+870,078
+104% +$48M 1.45% 13
2024
Q1 		$46.2M Buy
+833,479
New +$43.7M 0.71% 31

Other funds holding EPS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
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
IA
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
FGC
Financial Gravity Companies Lakeway, Texas $616M AUM

Fiduciary Trust's EPS Position: Q2 2026 in Review

Fiduciary Trust reduced its WisdomTree US LargeCap Fund (EPS) stake by 4.3% in Q2 2026, selling an estimated $6.1M and leaving 1,778,576 shares worth $138M. The position accounts for 1.5% of the portfolio, ranked #13.

Fiduciary Trust first reported a position in EPS in Q1 2024 and has held it in 10 quarters since. The position peaked at $146M in Q3 2025. 174 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • Fiduciary Trust held 1,778,576 shares of WisdomTree US LargeCap Fund worth $138M as of Q2 2026.
  • Fiduciary Trust sold 80,558 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $6.1M.
  • WisdomTree US LargeCap Fund made up 1.5% of Fiduciary Trust's portfolio in Q2 2026, its #13 holding.
  • Fiduciary Trust first reported a position in WisdomTree US LargeCap Fund in Q1 2024 and has held it in 10 quarters since.
  • Fiduciary Trust's WisdomTree US LargeCap Fund position peaked at $146M in Q3 2025.
  • 174 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.