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

Harbour 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 		$5.15M Buy
75,680
+14,716
+24% +$1.04M 0.08% 233
2025
Q4 		$4.32M Buy
60,964
+3,772
+7% +$264K 0.09% 217
2025
Q3 		$3.94M Buy
57,192
+9,247
+19% +$615K 0.09% 205
2025
Q2 		$3.07M Buy
47,945
+5,731
+14% +$342K 0.08% 228
2025
Q1 		$2.5M Buy
42,214
+8,813
+26% +$545K 0.07% 245
2024
Q4 		$2.04M Buy
33,401
+4,773
+17% +$295K 0.06% 277
2024
Q3 		$1.72M Buy
28,628
+3,028
+12% +$175K 0.05% 307
2024
Q2 		$1.46M Buy
25,600
+1,391
+6% +$76.8K 0.05% 323
2024
Q1 		$1.34M Sell
24,209
-3,350
-12% -$176K 0.05% 342
2023
Q4 		$1.38M Buy
27,559
+14,063
+104% +$664K 0.06% 299
2023
Q3 		$617K Buy
13,496
+12,250
+983% +$579K 0.03% 433
2023
Q2 		$58.2K Sell
1,246
-209
-14% -$9.33K ﹤0.01% 1291
2023
Q1 		$63.6K Buy
1,455
+257
+21% +$11.1K ﹤0.01% 1248
2022
Q4 		$49.8K Sell
1,198
-157
-12% -$6.53K ﹤0.01% 1300
2022
Q3 		$55K Hold
1,355
– – ﹤0.01% 1230
2022
Q2 		$55K Buy
+1,355
New +$59.9K ﹤0.01% 1230
2021
Q4 		$68K Sell
1,348
-6,358
-83% -$310K ﹤0.01% 1120
2021
Q3 		$354K Buy
7,706
+20
+0.3% +$948 0.01% 782
2021
Q2 		$355K Buy
7,686
+14
+0.2% +$637 0.01% 811
2021
Q1 		$333K Buy
+7,672
New +$320K 0.01% 764

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

Harbour Investments's EPS Position: Q1 2026 in Review

Harbour Investments increased its WisdomTree US LargeCap Fund (EPS) stake by 24% in Q1 2026, buying an estimated $1.04M and bringing the position to 75,680 shares worth $5.15M. The position accounts for 0.08% of the portfolio, ranked #233.

Harbour Investments first reported a position in EPS in Q1 2021 and has held it in 20 quarters since. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

  • Harbour Investments held 75,680 shares of WisdomTree US LargeCap Fund worth $5.15M as of Q1 2026.
  • Harbour Investments bought 14,716 WisdomTree US LargeCap Fund shares in Q1 2026, an estimated $1.04M.
  • WisdomTree US LargeCap Fund made up 0.08% of Harbour Investments's portfolio in Q1 2026, its #233 holding.
  • Harbour Investments first reported a position in WisdomTree US LargeCap Fund in Q1 2021 and has held it in 20 quarters since.
  • 172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

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