Luts & Greenleigh Group’s WisdomTree US LargeCap Fund EPS Stock Holding History

Luts & Greenleigh 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	$236K	Buy	+3,460	New	+$245K	0.19%	82

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

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 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

Luts & Greenleigh Group's EPS Position: Q1 2026 in Review

Luts & Greenleigh Group opened a new position in WisdomTree US LargeCap Fund (EPS) in Q1 2026: 3,460 shares worth $236K. The stake represents 0.19% of the portfolio and ranks #82 among its holdings.

172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

Luts & Greenleigh Group held 3,460 shares of WisdomTree US LargeCap Fund worth $236K as of Q1 2026.
WisdomTree US LargeCap Fund was a new Luts & Greenleigh Group position in Q1 2026.
WisdomTree US LargeCap Fund made up 0.19% of Luts & Greenleigh Group's portfolio in Q1 2026, its #82 holding.
172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Luts & Greenleigh Group's 13F filing for Q1 2026, filed 5 May 2026.