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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
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 $8.46B AUM 21.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

NewSquare Capital's EPS Position: Q1 2026 in Review

NewSquare Capital increased its WisdomTree US LargeCap Fund (EPS) stake by 3.7% in Q1 2026, buying an estimated $198K and bringing the position to 79,356 shares worth $5.4M. The position accounts for 0.47% of the portfolio, ranked #74.

NewSquare Capital first reported a position in EPS in Q2 2020 and has held it in 24 quarters since. The position peaked at $5.42M in Q4 2025. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

  • NewSquare Capital held 79,356 shares of WisdomTree US LargeCap Fund worth $5.4M as of Q1 2026.
  • NewSquare Capital bought 2,805 WisdomTree US LargeCap Fund shares in Q1 2026, an estimated $198K.
  • WisdomTree US LargeCap Fund made up 0.47% of NewSquare Capital's portfolio in Q1 2026, its #74 holding.
  • NewSquare Capital first reported a position in WisdomTree US LargeCap Fund in Q2 2020 and has held it in 24 quarters since.
  • NewSquare Capital's WisdomTree US LargeCap Fund position peaked at $5.42M in Q4 2025.
  • 172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on NewSquare Capital's 13F filing for Q1 2026, filed 8 May 2026.