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 Q3	$21.2M	Hold	265,154	–	–	0.09%	209
2026 Q2	$20.6M	Hold	265,154	–	–	0.1%	185
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $253M AUM 9.36% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Flagship Wealth Advisors Wakefield, Massachusetts $461M AUM 17.89% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $605M AUM 14.86% 1-Year Est. Return

IEQ Capital's EPS Position: Q3 2026 in Review

IEQ Capital held its WisdomTree US LargeCap Fund (EPS) position steady in Q3 2026 at 265,154 shares worth $21.2M. The position accounts for 0.09% of the portfolio, ranked #209.

IEQ Capital first reported a position in EPS in Q1 2023 and has held it in 15 quarters since. 112 funds tracked by Wall St. Rank hold EPS as of Q3 2026.

IEQ Capital held 265,154 shares of WisdomTree US LargeCap Fund worth $21.2M as of Q3 2026.
IEQ Capital left its WisdomTree US LargeCap Fund share count unchanged in Q3 2026.
WisdomTree US LargeCap Fund made up 0.09% of IEQ Capital's portfolio in Q3 2026, its #209 holding.
IEQ Capital first reported a position in WisdomTree US LargeCap Fund in Q1 2023 and has held it in 15 quarters since.
112 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q3 2026.

Based on IEQ Capital's 13F filing for Q3 2026, filed 10 Nov 2026.