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McElhenny Sheffield Capital Management’s WisdomTree US LargeCap Fund EPS Stock Holding History

McElhenny Sheffield Capital Management’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
2023
Q1 		– Sell
-70
Closed -$2.91K – 237
2022
Q4 		$2.91K Buy
+70
New +$2.91K ﹤0.01% 463

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PAG
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LPL Financial
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GWAG
Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

McElhenny Sheffield Capital Management's EPS Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of WisdomTree US LargeCap Fund (EPS) in Q1 2023, closing a stake of 70 shares — an estimated $2.91K sold.

McElhenny Sheffield Capital Management first reported a position in EPS in Q4 2022 and held it in 1 quarter. The position peaked at $2.91K in Q4 2022. 103 funds tracked by Wall St. Rank hold EPS as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining WisdomTree US LargeCap Fund position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 70 WisdomTree US LargeCap Fund shares in Q1 2023, an estimated $2.91K.
  • McElhenny Sheffield Capital Management first reported a position in WisdomTree US LargeCap Fund in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's WisdomTree US LargeCap Fund position peaked at $2.91K in Q4 2022.
  • 103 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.