NewEdge Advisors’s WisdomTree US LargeCap Fund EPS Stock Holding History

NewEdge Advisors’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	$394K	Buy	5,066 +12	+0.2%	+$909	﹤0.01%	2300
2026 Q1	$344K	Sell	5,054 -1,488	-23%	-$105K	﹤0.01%	2244
2025 Q4	$464K	Buy	6,542 +139	+2%	+$9.72K	﹤0.01%	2027
2025 Q3	$441K	Sell	6,403 -287	-4%	-$19.1K	﹤0.01%	1909
2025 Q2	$428K	Buy	+6,690	New	+$399K	﹤0.01%	1789

Other funds holding EPS

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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

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

NewEdge Advisors's EPS Position: Q2 2026 in Review

NewEdge Advisors increased its WisdomTree US LargeCap Fund (EPS) stake by 0.24% in Q2 2026, buying an estimated $909 and bringing the position to 5,066 shares worth $394K. The position accounts for ﹤0.01% of the portfolio, ranked #2300.

NewEdge Advisors first reported a position in EPS in Q2 2025 and has held it in 5 quarters since. The position peaked at $464K in Q4 2025. 174 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

NewEdge Advisors held 5,066 shares of WisdomTree US LargeCap Fund worth $394K as of Q2 2026.
NewEdge Advisors bought 12 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $909.
WisdomTree US LargeCap Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2300 holding.
NewEdge Advisors first reported a position in WisdomTree US LargeCap Fund in Q2 2025 and has held it in 5 quarters since.
NewEdge Advisors's WisdomTree US LargeCap Fund position peaked at $464K in Q4 2025.
174 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.