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John Overdeck’s WisdomTree US LargeCap Fund EPS Stock Holding History

John Overdeck’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 		$1.67M Buy
+21,500
New +$1.63M ﹤0.01% 3161
2025
Q4 		– Sell
-74,500
Closed -$5.14M – 4155
2025
Q3 		$5.14M Buy
74,500
+20,100
+37% +$1.34M 0.01% 1441
2025
Q2 		$3.48M Buy
+54,400
New +$3.25M 0.01% 1467
2025
Q1 		– Sell
-33,800
Closed -$2.07M – 3279
2024
Q4 		$2.07M Buy
+33,800
New +$2.09M ﹤0.01% 1683

Other funds holding EPS

FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
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
IA
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

John Overdeck's EPS Position: Q2 2026 in Review

John Overdeck opened a new position in WisdomTree US LargeCap Fund (EPS) in Q2 2026: 21,500 shares worth $1.67M. The stake represents ﹤0.01% of the portfolio and ranks #3161 among its holdings. This is a return to the name: John Overdeck previously reported a position in EPS as recently as Q3 2025.

John Overdeck first reported a position in EPS in Q4 2024 and has held it in 4 quarters since. The position peaked at $5.14M in Q3 2025. 174 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • John Overdeck held 21,500 shares of WisdomTree US LargeCap Fund worth $1.67M as of Q2 2026.
  • WisdomTree US LargeCap Fund was a new John Overdeck position in Q2 2026.
  • WisdomTree US LargeCap Fund made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3161 holding.
  • John Overdeck first reported a position in WisdomTree US LargeCap Fund in Q4 2024 and has held it in 4 quarters since.
  • John Overdeck's WisdomTree US LargeCap Fund position peaked at $5.14M in Q3 2025.
  • 174 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.