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 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 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 $21.3B AUM 22.13% 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

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Fiduciary Trust's EPS Position: Q1 2026 in Review

Fiduciary Trust reduced its WisdomTree US LargeCap Fund (EPS) stake by 2% in Q1 2026, selling an estimated $2.64M and leaving 1,859,134 shares worth $127M. The position accounts for 1.5% of the portfolio, ranked #11.

Fiduciary Trust first reported a position in EPS in Q1 2024 and has held it in 9 quarters since. The position peaked at $146M in Q3 2025. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

Fiduciary Trust held 1,859,134 shares of WisdomTree US LargeCap Fund worth $127M as of Q1 2026.
Fiduciary Trust sold 37,285 WisdomTree US LargeCap Fund shares in Q1 2026, an estimated $2.64M.
WisdomTree US LargeCap Fund made up 1.5% of Fiduciary Trust's portfolio in Q1 2026, its #11 holding.
Fiduciary Trust first reported a position in WisdomTree US LargeCap Fund in Q1 2024 and has held it in 9 quarters since.
Fiduciary Trust's WisdomTree US LargeCap Fund position peaked at $146M in Q3 2025.
172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.