Morgan Stanley
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Morgan Stanley’s WisdomTree US LargeCap Fund EPS Stock Holding History

Morgan Stanley’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 		$60.6M Sell
889,676
-10,107
-1% -$715K ﹤0.01% 1903
2025
Q4 		$63.8M Sell
899,783
-13,235
-1% -$926K ﹤0.01% 1857
2025
Q3 		$62.9M Sell
913,018
-21,460
-2% -$1.43M ﹤0.01% 1818
2025
Q2 		$59.8M Sell
934,478
-51,980
-5% -$3.1M ﹤0.01% 1758
2025
Q1 		$58.5M Buy
986,458
+13,102
+1% +$811K ﹤0.01% 1680
2024
Q4 		$59.5M Sell
973,356
-18,208
-2% -$1.13M ﹤0.01% 1676
2024
Q3 		$59.5M Buy
991,564
+25,837
+3% +$1.49M ﹤0.01% 1668
2024
Q2 		$54.9M Buy
965,727
+64,848
+7% +$3.58M ﹤0.01% 1678
2024
Q1 		$49.9M Sell
900,879
-1,032,827
-53% -$54.2M ﹤0.01% 1760
2023
Q4 		$96.9M Buy
1,933,706
+696,606
+56% +$32.9M ﹤0.01% 1756
2023
Q3 		$56.6M Sell
1,237,100
-60,730
-5% -$2.87M 0.01% 1449
2023
Q2 		$60.6M Sell
1,297,830
-113,422
-8% -$5.06M 0.01% 1424
2023
Q1 		$61.7M Sell
1,411,252
-26,885
-2% -$1.16M 0.01% 1361
2022
Q4 		$59.8M Buy
1,438,137
+470,915
+49% +$19.6M 0.01% 1357
2022
Q3 		$37.1M Buy
967,222
+34,594
+4% +$1.48M 0.01% 1559
2022
Q2 		$38.1M Buy
932,628
+45,518
+5% +$2.01M ﹤0.01% 1614
2022
Q1 		$42.9M Buy
887,110
+53,453
+6% +$2.56M 0.01% 1407
2021
Q4 		$42M Buy
833,657
+15,728
+2% +$767K 0.01% 1474
2021
Q3 		$37.6M Buy
817,929
+45,147
+6% +$2.14M 0.01% 1499
2021
Q2 		$35.7M Sell
772,782
-20,343
-3% -$925K ﹤0.01% 1583
2021
Q1 		$34.4M Sell
793,125
-9,720
-1% -$405K 0.01% 1463
2020
Q4 		$32.2M Buy
802,845
+24,446
+3% +$927K 0.01% 1419
2020
Q3 		$27.6M Buy
778,399
+12,067
+2% +$425K 0.01% 1248
2020
Q2 		$25.4M Buy
766,332
+16,181
+2% +$513K 0.01% 1235
2020
Q1 		$21.1M Sell
750,151
-37,952
-5% -$1.3M 0.01% 1242
2019
Q4 		$28.9M Sell
788,103
-1,448
-0.2% -$50.7K 0.01% 1331
2019
Q3 		$26.5M Sell
789,551
-765
-0.1% -$25.4K 0.01% 1284
2019
Q2 		$26M Sell
790,316
-14,650
-2% -$475K 0.01% 1291
2019
Q1 		$25.6M Buy
804,966
+34,162
+4% +$1.05M 0.01% 1275
2018
Q4 		$21.7M Sell
770,804
-80,245
-9% -$2.45M 0.01% 1391
2018
Q3 		$27.8M Sell
851,049
-4,759
-0.6% -$153K 0.01% 1385
2018
Q2 		$26.3M Sell
855,808
-32,048
-4% -$987K 0.01% 1391
2018
Q1 		$27M Buy
887,856
+12,614
+1% +$398K 0.01% 1396
2017
Q4 		$27.2M Buy
875,242
+96,670
+12% +$2.92M 0.01% 1408
2017
Q3 		$22.6M Sell
778,572
-1,056
-0.1% -$30K 0.01% 1472
2017
Q2 		$21.7M Buy
779,628
+12,309
+2% +$339K 0.01% 1459
2017
Q1 		$20.8M Buy
767,319
+193,620
+34% +$5.19M 0.01% 1526
2016
Q4 		$14.8M Sell
573,699
-35,172
-6% -$876K ﹤0.01% 1836
2016
Q3 		$14.8M Buy
608,871
+369
+0.1% +$8.91K 0.01% 1689
2016
Q2 		$14.1M Sell
608,502
-18,738
-3% -$436K 0.01% 1697
2016
Q1 		$14.6M Sell
627,240
-183,426
-23% -$4.04M 0.01% 1570
2015
Q4 		$18.7M Buy
810,666
+353,343
+77% +$8.26M 0.01% 1455
2015
Q3 		$9.98M Buy
457,323
+14,415
+3% +$335K ﹤0.01% 1951
2015
Q2 		$10.5M Sell
442,908
-49,680
-10% -$1.21M ﹤0.01% 2058
2015
Q1 		$11.8M Buy
492,588
+132,327
+37% +$3.16M ﹤0.01% 1905
2014
Q4 		$8.64M Buy
360,261
+100,737
+39% +$2.36M ﹤0.01% 2201
2014
Q3 		$5.96M Buy
259,524
+13,449
+5% +$310K ﹤0.01% 2486
2014
Q2 		$5.6M Buy
246,075
+11,757
+5% +$260K ﹤0.01% 2560
2014
Q1 		$5.12M Buy
234,318
+84,255
+56% +$1.79M ﹤0.01% 2570
2013
Q4 		$3.23M Buy
150,063
+8,448
+6% +$174K ﹤0.01% 2982
2013
Q3 		$2.77M Buy
141,615
+4,062
+3% +$79.2K ﹤0.01% 2965
2013
Q2 		$2.58M Buy
+137,553
New +$2.57M ﹤0.01% 2943

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
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
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM

Morgan Stanley's EPS Position: Q1 2026 in Review

Morgan Stanley reduced its WisdomTree US LargeCap Fund (EPS) stake by 1.1% in Q1 2026, selling an estimated $715K and leaving 889,676 shares worth $60.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1903.

Morgan Stanley first reported a position in EPS in Q2 2013 and has held it in 52 quarters since. The position peaked at $96.9M in Q4 2023. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

  • Morgan Stanley held 889,676 shares of WisdomTree US LargeCap Fund worth $60.6M as of Q1 2026.
  • Morgan Stanley sold 10,107 WisdomTree US LargeCap Fund shares in Q1 2026, an estimated $715K.
  • WisdomTree US LargeCap Fund made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #1903 holding.
  • Morgan Stanley first reported a position in WisdomTree US LargeCap Fund in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's WisdomTree US LargeCap Fund position peaked at $96.9M in Q4 2023.
  • 172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.