Institute for Wealth Management’s WisdomTree US LargeCap Fund EPS Stock Holding History

Institute for Wealth Management’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	$584K	Hold	8,575	–	–	0.06%	289
2025 Q4	$608K	Hold	8,575	–	–	0.06%	266
2025 Q3	$591K	Sell	8,575 -1,335	-13%	-$88.8K	0.06%	290
2025 Q2	$634K	Hold	9,910	–	–	0.07%	264
2025 Q1	$587K	Hold	9,910	–	–	0.08%	261
2024 Q4	$606K	Hold	9,910	–	–	0.08%	255
2024 Q3	$595K	Sell	9,910 -668	-6%	-$38.6K	0.08%	264
2024 Q2	$602K	Sell	10,578 -100	-0.9%	-$5.52K	0.08%	244
2024 Q1	$592K	Sell	10,678 -170	-2%	-$8.92K	0.08%	256
2023 Q4	$544K	Sell	10,848 -749	-6%	-$35.4K	0.09%	250
2023 Q3	$531K	Hold	11,597	–	–	0.1%	251
2023 Q2	$542K	Sell	11,597 -400	-3%	-$17.9K	0.09%	249
2023 Q1	$525K	Buy	11,997 +35	+0.3%	+$1.51K	0.1%	252
2022 Q4	$497K	Hold	11,962	–	–	0.1%	263
2022 Q3	$459K	Buy	11,962 +104	+0.9%	+$4.44K	0.1%	253
2022 Q2	$484K	Buy	11,858 +50	+0.4%	+$2.21K	0.1%	281
2022 Q1	$571K	Buy	11,808 +533	+5%	+$25.5K	0.09%	269
2021 Q4	$568K	Sell	11,275 -40	-0.4%	-$1.95K	0.09%	263
2021 Q3	$520K	Buy	11,315 +1,370	+14%	+$64.9K	0.09%	270
2021 Q2	$460K	Hold	9,945	–	–	0.08%	294
2021 Q1	$431K	Hold	9,945	–	–	0.08%	292
2020 Q4	$399K	Hold	9,945	–	–	0.08%	298
2020 Q3	$352K	Hold	9,945	–	–	0.08%	290
2020 Q2	$330K	Hold	9,945	–	–	0.08%	308
2020 Q1	$280K	Sell	9,945 -1,470	-13%	-$50.2K	0.09%	293
2019 Q4	$419K	Hold	11,415	–	–	0.09%	288
2019 Q3	$383K	Hold	11,415	–	–	0.1%	284
2019 Q2	$375K	Hold	11,415	–	–	0.08%	303
2019 Q1	$363K	Hold	11,415	–	–	0.08%	297
2018 Q4	$322K	Hold	11,415	–	–	0.13%	190
2018 Q3	$372K	Hold	11,415	–	–	0.13%	183
2018 Q2	$351K	Hold	11,415	–	–	0.11%	188
2018 Q1	$344K	Hold	11,415	–	–	0.1%	225
2017 Q4	$355K	Buy	+11,415	New	+$345K	0.08%	274
2017 Q2	–	Hold	0	–	–	–	299

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

Institute for Wealth Management's EPS Position: Q1 2026 in Review

Institute for Wealth Management held its WisdomTree US LargeCap Fund (EPS) position steady in Q1 2026 at 8,575 shares worth $584K. The position accounts for 0.06% of the portfolio, ranked #289.

Institute for Wealth Management first reported a position in EPS in Q4 2017 and has held it in 34 quarters since. The position peaked at $634K in Q2 2025. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

Institute for Wealth Management held 8,575 shares of WisdomTree US LargeCap Fund worth $584K as of Q1 2026.
Institute for Wealth Management left its WisdomTree US LargeCap Fund share count unchanged in Q1 2026.
WisdomTree US LargeCap Fund made up 0.06% of Institute for Wealth Management's portfolio in Q1 2026, its #289 holding.
Institute for Wealth Management first reported a position in WisdomTree US LargeCap Fund in Q4 2017 and has held it in 34 quarters since.
Institute for Wealth Management's WisdomTree US LargeCap Fund position peaked at $634K in Q2 2025.
172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.