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Lowe Brockenbrough & Co’s WisdomTree US LargeCap Fund EPS Stock Holding History

Lowe Brockenbrough & Co’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 		$3.15M Hold
46,252
– – 0.16% 106
2025
Q4 		$3.28M Hold
46,252
– – 0.16% 105
2025
Q3 		$3.19M Hold
46,252
– – 0.16% 108
2025
Q2 		$2.96M Hold
46,252
– – 0.17% 113
2025
Q1 		$2.74M Hold
46,252
– – 0.18% 110
2024
Q4 		$2.83M Hold
46,252
– – 0.18% 108
2024
Q3 		$2.78M Hold
46,252
– – 0.18% 112
2024
Q2 		$2.63M Sell
46,252
-250
-0.5% -$13.8K 0.18% 108
2024
Q1 		$2.58M Sell
46,502
-100
-0.2% -$5.25K 0.17% 112
2023
Q4 		$2.34M Buy
46,602
+819
+2% +$38.7K 0.18% 110
2023
Q3 		$2.09M Buy
45,783
+1,100
+2% +$52K 0.16% 121
2023
Q2 		$2.09M Buy
44,683
+1,500
+3% +$67K 0.16% 120
2023
Q1 		$1.89M Hold
43,183
– – 0.15% 129
2022
Q4 		$1.8M Hold
43,183
– – 0.16% 124
2022
Q3 		$1.66M Sell
43,183
-1,250
-3% -$53.3K 0.16% 131
2022
Q2 		$1.81M Hold
44,433
– – 0.16% 130
2022
Q1 		$2.15M Sell
44,433
-330
-0.7% -$15.8K 0.16% 129
2021
Q4 		$2.25M Hold
44,763
– – 0.16% 116
2021
Q3 		$2.06M Buy
44,763
+6,580
+17% +$312K 0.16% 128
2021
Q2 		$1.76M Hold
38,183
– – 0.16% 120
2021
Q1 		$1.66M Hold
38,183
– – 0.16% 122
2020
Q4 		$1.53M Buy
38,183
+1,250
+3% +$47.4K 0.17% 120
2020
Q3 		$1.31M Hold
36,933
– – 0.16% 122
2020
Q2 		$1.23M Sell
36,933
-1,660
-4% -$52.7K 0.16% 125
2020
Q1 		$1.08M Sell
38,593
-10,347
-21% -$353K 0.18% 119
2019
Q4 		$1.8M Buy
48,940
+1,190
+2% +$41.7K 0.22% 109
2019
Q3 		$1.6M Hold
47,750
– – 0.22% 113
2019
Q2 		$1.57M Hold
47,750
– – 0.21% 114
2019
Q1 		$1.52M Buy
47,750
+10,500
+28% +$323K 0.21% 114
2018
Q4 		$1.05M Buy
37,250
+8,250
+28% +$252K 0.17% 122
2018
Q3 		$947K Hold
29,000
– – 0.13% 134
2018
Q2 		$890K Buy
+29,000
New +$893K 0.13% 135

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

Lowe Brockenbrough & Co's EPS Position: Q1 2026 in Review

Lowe Brockenbrough & Co held its WisdomTree US LargeCap Fund (EPS) position steady in Q1 2026 at 46,252 shares worth $3.15M. The position accounts for 0.16% of the portfolio, ranked #106.

Lowe Brockenbrough & Co first reported a position in EPS in Q2 2018 and has held it in 32 quarters since. The position peaked at $3.28M in Q4 2025. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

  • Lowe Brockenbrough & Co held 46,252 shares of WisdomTree US LargeCap Fund worth $3.15M as of Q1 2026.
  • Lowe Brockenbrough & Co left its WisdomTree US LargeCap Fund share count unchanged in Q1 2026.
  • WisdomTree US LargeCap Fund made up 0.16% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #106 holding.
  • Lowe Brockenbrough & Co first reported a position in WisdomTree US LargeCap Fund in Q2 2018 and has held it in 32 quarters since.
  • Lowe Brockenbrough & Co's WisdomTree US LargeCap Fund position peaked at $3.28M in Q4 2025.
  • 172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.