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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
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 $8.46B AUM 21.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
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

Kilter Group's EPS Position: Q1 2026 in Review

Kilter Group reduced its WisdomTree US LargeCap Fund (EPS) stake by 87% in Q1 2026, selling an estimated $446K and leaving 933 shares worth $63.5K. The position accounts for 0.03% of the portfolio, ranked #96.

Kilter Group first reported a position in EPS in Q4 2024 and has held it in 6 quarters since. The position peaked at $512K in Q4 2025. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

  • Kilter Group held 933 shares of WisdomTree US LargeCap Fund worth $63.5K as of Q1 2026.
  • Kilter Group sold 6,297 WisdomTree US LargeCap Fund shares in Q1 2026, an estimated $446K.
  • WisdomTree US LargeCap Fund made up 0.03% of Kilter Group's portfolio in Q1 2026, its #96 holding.
  • Kilter Group first reported a position in WisdomTree US LargeCap Fund in Q4 2024 and has held it in 6 quarters since.
  • Kilter Group's WisdomTree US LargeCap Fund position peaked at $512K in Q4 2025.
  • 172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Kilter Group's 13F filing for Q1 2026, filed 14 May 2026.