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NewSquare Capital’s WisdomTree US LargeCap Fund EPS Stock Holding History

NewSquare Capital’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 		$6.35M Buy
81,624
+2,268
+3% +$172K 0.47% 61
2026
Q1 		$5.4M Buy
79,356
+2,805
+4% +$198K 0.47% 74
2025
Q4 		$5.42M Buy
76,551
+6,351
+9% +$444K 0.48% 60
2025
Q3 		$4.84M Buy
70,200
+245
+0.4% +$16.3K 0.33% 92
2025
Q2 		$4.48M Buy
69,955
+4,649
+7% +$277K 0.33% 88
2025
Q1 		$3.87M Buy
65,306
+153
+0.2% +$9.47K 0.32% 93
2024
Q4 		$3.99M Sell
65,153
-18,061
-22% -$1.12M 0.32% 97
2024
Q3 		$5M Sell
83,214
-356
-0.4% -$20.6K 0.4% 84
2024
Q2 		$4.75M Buy
83,570
+765
+0.9% +$42.2K 0.41% 85
2024
Q1 		$4.59M Buy
82,805
+18,795
+29% +$986K 0.41% 80
2023
Q4 		$3.21M Sell
64,010
-15,110
-19% -$713K 0.31% 100
2023
Q3 		$3.62M Buy
79,120
+280
+0.4% +$13.2K 0.38% 80
2023
Q2 		$3.68M Buy
78,840
+340
+0.4% +$15.2K 0.38% 90
2023
Q1 		$3.43M Buy
78,500
+3,555
+5% +$153K 0.41% 91
2022
Q4 		$3.12M Buy
74,945
+2,640
+4% +$110K 0.39% 89
2022
Q3 		$2.78M Buy
72,305
+1,620
+2% +$69.1K 0.35% 86
2022
Q2 		$2.88M Buy
70,685
+1,970
+3% +$87.2K 0.37% 88
2022
Q1 		$3.32M Buy
68,715
+21,010
+44% +$1.01M 0.35% 89
2021
Q4 		$2.4M Buy
47,705
+14,620
+44% +$713K 0.25% 97
2021
Q3 		$1.52M Buy
33,085
+2,615
+9% +$124K 0.18% 111
2021
Q2 		$1.41M Buy
30,470
+3,025
+11% +$138K 0.17% 112
2021
Q1 		$1.19M Buy
27,445
+4,140
+18% +$173K 0.16% 112
2020
Q4 		$936K Buy
23,305
+13,625
+141% +$516K 0.13% 117
2020
Q3 		$343K Buy
9,680
+3,720
+62% +$131K 0.06% 119
2020
Q2 		$198K Buy
+5,960
New +$189K 0.03% 134

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

NewSquare Capital's EPS Position: Q2 2026 in Review

NewSquare Capital increased its WisdomTree US LargeCap Fund (EPS) stake by 2.9% in Q2 2026, buying an estimated $172K and bringing the position to 81,624 shares worth $6.35M. The position accounts for 0.47% of the portfolio, ranked #61.

NewSquare Capital first reported a position in EPS in Q2 2020 and has held it in 25 quarters since. 175 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • NewSquare Capital held 81,624 shares of WisdomTree US LargeCap Fund worth $6.35M as of Q2 2026.
  • NewSquare Capital bought 2,268 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $172K.
  • WisdomTree US LargeCap Fund made up 0.47% of NewSquare Capital's portfolio in Q2 2026, its #61 holding.
  • NewSquare Capital first reported a position in WisdomTree US LargeCap Fund in Q2 2020 and has held it in 25 quarters since.
  • 175 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on NewSquare Capital's 13F filing for Q2 2026, filed 28 Jul 2026.