First Trust Advisors’s WisdomTree US LargeCap Fund EPS Stock Holding History

First Trust Advisors’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	$435K	Hold	5,598	–	–	﹤0.01%	2443
2026 Q1	$381K	Sell	5,598 -490	-8%	-$34.7K	﹤0.01%	2400
2025 Q4	$431K	Buy	6,088 +2,369	+64%	+$166K	﹤0.01%	2368
2025 Q3	$256K	Buy	3,719 +1	+0%	+$66	﹤0.01%	2449
2025 Q2	$238K	Buy	+3,718	New	+$222K	﹤0.01%	2477

Other funds holding EPS

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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

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

First Trust Advisors's EPS Position: Q2 2026 in Review

First Trust Advisors held its WisdomTree US LargeCap Fund (EPS) position steady in Q2 2026 at 5,598 shares worth $435K. The position accounts for ﹤0.01% of the portfolio, ranked #2443.

First Trust Advisors first reported a position in EPS in Q2 2025 and has held it in 5 quarters since. 174 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

First Trust Advisors held 5,598 shares of WisdomTree US LargeCap Fund worth $435K as of Q2 2026.
First Trust Advisors left its WisdomTree US LargeCap Fund share count unchanged in Q2 2026.
WisdomTree US LargeCap Fund made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #2443 holding.
First Trust Advisors first reported a position in WisdomTree US LargeCap Fund in Q2 2025 and has held it in 5 quarters since.
174 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.