OC
EPS icon

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

Optima 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 		$416K Buy
5,352
+85
+2% +$6.44K 0.16% 107
2026
Q1 		$359K Buy
5,267
+51
+1% +$3.61K 0.17% 109
2025
Q4 		$370K Buy
5,216
+17
+0.3% +$1.19K 0.16% 106
2025
Q3 		$358K Buy
5,199
+17
+0.3% +$1.13K 0.17% 106
2025
Q2 		$332K Buy
5,182
+17
+0.3% +$1.01K 0.18% 119
2025
Q1 		$306K Sell
5,165
-73
-1% -$4.52K 0.2% 104
2024
Q4 		$320K Buy
+5,238
New +$324K 0.22% 115

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

Optima Capital's EPS Position: Q2 2026 in Review

Optima Capital increased its WisdomTree US LargeCap Fund (EPS) stake by 1.6% in Q2 2026, buying an estimated $6.44K and bringing the position to 5,352 shares worth $416K. The position accounts for 0.16% of the portfolio, ranked #107.

Optima Capital first reported a position in EPS in Q4 2024 and has held it in 7 quarters since. 175 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • Optima Capital held 5,352 shares of WisdomTree US LargeCap Fund worth $416K as of Q2 2026.
  • Optima Capital bought 85 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $6.44K.
  • WisdomTree US LargeCap Fund made up 0.16% of Optima Capital's portfolio in Q2 2026, its #107 holding.
  • Optima Capital first reported a position in WisdomTree US LargeCap Fund in Q4 2024 and has held it in 7 quarters since.
  • 175 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Optima Capital's 13F filing for Q2 2026, filed 24 Jul 2026.