Lido Advisors’s WisdomTree US LargeCap Fund EPS Stock Holding History

Lido Advisors’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	$54.4M	Sell	798,789 -31,713	-4%	-$2.24M	0.17%	87
2025 Q4	$57.3M	Sell	830,502 -1,604	-0.2%	-$112K	0.17%	82
2025 Q3	$57.4M	Sell	832,106 -37,554	-4%	-$2.5M	0.18%	76
2025 Q2	$55.7M	Sell	869,660 -34,207	-4%	-$2.04M	0.22%	64
2025 Q1	$53.6M	Sell	903,867 -340,610	-27%	-$21.1M	0.24%	60
2024 Q4	$76.1M	Buy	+1,244,477	New	+$76.9M	0.35%	39

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

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

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Lido Advisors's EPS Position: Q1 2026 in Review

Lido Advisors reduced its WisdomTree US LargeCap Fund (EPS) stake by 3.8% in Q1 2026, selling an estimated $2.24M and leaving 798,789 shares worth $54.4M. The position accounts for 0.17% of the portfolio, ranked #87.

Lido Advisors first reported a position in EPS in Q4 2024 and has held it in 6 quarters since. The position peaked at $76.1M in Q4 2024. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

Lido Advisors held 798,789 shares of WisdomTree US LargeCap Fund worth $54.4M as of Q1 2026.
Lido Advisors sold 31,713 WisdomTree US LargeCap Fund shares in Q1 2026, an estimated $2.24M.
WisdomTree US LargeCap Fund made up 0.17% of Lido Advisors's portfolio in Q1 2026, its #87 holding.
Lido Advisors first reported a position in WisdomTree US LargeCap Fund in Q4 2024 and has held it in 6 quarters since.
Lido Advisors's WisdomTree US LargeCap Fund position peaked at $76.1M in Q4 2024.
172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.