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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
Q2 		$269K Hold
3,460
– – 0.2% 84
2026
Q1 		$236K Buy
+3,460
New +$245K 0.19% 82

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

Luts & Greenleigh Group's EPS Position: Q2 2026 in Review

Luts & Greenleigh Group held its WisdomTree US LargeCap Fund (EPS) position steady in Q2 2026 at 3,460 shares worth $269K. The position accounts for 0.2% of the portfolio, ranked #84.

Luts & Greenleigh Group first reported a position in EPS in Q1 2026 and has held it in 2 quarters since. 175 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • Luts & Greenleigh Group held 3,460 shares of WisdomTree US LargeCap Fund worth $269K as of Q2 2026.
  • Luts & Greenleigh Group left its WisdomTree US LargeCap Fund share count unchanged in Q2 2026.
  • WisdomTree US LargeCap Fund made up 0.2% of Luts & Greenleigh Group's portfolio in Q2 2026, its #84 holding.
  • Luts & Greenleigh Group first reported a position in WisdomTree US LargeCap Fund in Q1 2026 and has held it in 2 quarters since.
  • 175 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Luts & Greenleigh Group's 13F filing for Q2 2026, filed 7 Aug 2026.