IEQ Capital’s WisdomTree US LargeCap Fund EPS Stock Holding History

IEQ Capital’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	$18.1M	Hold	265,154	–	–	0.08%	231
2025 Q4	$18.8M	Hold	265,154	–	–	0.06%	220
2025 Q3	$18.3M	Hold	265,154	–	–	0.06%	190
2025 Q2	$17M	Hold	265,154	–	–	0.1%	148
2025 Q1	$15.7M	Hold	265,154	–	–	0.13%	125
2024 Q4	$16.2M	Hold	265,154	–	–	0.16%	83
2024 Q3	$15.9M	Hold	265,154	–	–	0.2%	72
2024 Q2	$15.1M	Hold	265,154	–	–	0.2%	75
2024 Q1	$14.7M	Hold	265,154	–	–	0.21%	72
2023 Q4	$13.3M	Hold	265,154	–	–	0.22%	69
2023 Q3	$12.1M	Hold	265,154	–	–	0.25%	65
2023 Q2	$12.4M	Hold	265,154	–	–	0.25%	67
2023 Q1	$11.6M	Buy	+265,154	New	+$11.4M	0.27%	66

Other funds holding EPS

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

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

IEQ Capital's EPS Position: Q1 2026 in Review

IEQ Capital held its WisdomTree US LargeCap Fund (EPS) position steady in Q1 2026 at 265,154 shares worth $18.1M. The position accounts for 0.08% of the portfolio, ranked #231.

IEQ Capital first reported a position in EPS in Q1 2023 and has held it in 13 quarters since. The position peaked at $18.8M in Q4 2025. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

IEQ Capital held 265,154 shares of WisdomTree US LargeCap Fund worth $18.1M as of Q1 2026.
IEQ Capital left its WisdomTree US LargeCap Fund share count unchanged in Q1 2026.
WisdomTree US LargeCap Fund made up 0.08% of IEQ Capital's portfolio in Q1 2026, its #231 holding.
IEQ Capital first reported a position in WisdomTree US LargeCap Fund in Q1 2023 and has held it in 13 quarters since.
IEQ Capital's WisdomTree US LargeCap Fund position peaked at $18.8M in Q4 2025.
172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.