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Kilter Group’s WisdomTree US LargeCap Fund EPS Stock Holding History

Kilter Group’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 		$72.6K Hold
933
– – 0.03% 106
2026
Q1 		$63.5K Sell
933
-6,297
-87% -$446K 0.03% 96
2025
Q4 		$512K Hold
7,230
– – 0.23% 39
2025
Q3 		$498K Buy
7,230
+3
+0% +$199 0.24% 36
2025
Q2 		$463K Buy
7,227
+243
+3% +$14.5K 0.21% 36
2025
Q1 		$414K Hold
6,984
– – 0.27% 30
2024
Q4 		$427K Buy
+6,984
New +$432K 0.28% 29

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

Kilter Group's EPS Position: Q2 2026 in Review

Kilter Group held its WisdomTree US LargeCap Fund (EPS) position steady in Q2 2026 at 933 shares worth $72.6K. The position accounts for 0.03% of the portfolio, ranked #106.

Kilter Group first reported a position in EPS in Q4 2024 and has held it in 7 quarters since. The position peaked at $512K in Q4 2025. 175 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • Kilter Group held 933 shares of WisdomTree US LargeCap Fund worth $72.6K as of Q2 2026.
  • Kilter Group left its WisdomTree US LargeCap Fund share count unchanged in Q2 2026.
  • WisdomTree US LargeCap Fund made up 0.03% of Kilter Group's portfolio in Q2 2026, its #106 holding.
  • Kilter Group first reported a position in WisdomTree US LargeCap Fund in Q4 2024 and has held it in 7 quarters since.
  • Kilter Group's WisdomTree US LargeCap Fund position peaked at $512K in Q4 2025.
  • 175 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Kilter Group's 13F filing for Q2 2026, filed 11 Aug 2026.