Parkside Financial Bank & Trust’s WisdomTree US LargeCap Fund EPS Stock Holding History

Parkside Financial Bank & Trust’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	$600K	Hold	8,816	–	–	0.05%	233
2025 Q4	$625K	Hold	8,816	–	–	0.05%	234
2025 Q3	$608K	Hold	8,816	–	–	0.05%	225
2025 Q2	$564K	Hold	8,816	–	–	0.06%	222
2025 Q1	$523K	Hold	8,816	–	–	0.07%	213
2024 Q4	$539K	Buy	+8,816	New	+$545K	0.07%	195
2023 Q2	–	Sell	-39	Closed	-$1.71K	–	2039
2023 Q1	$1.71K	Buy	+39	New	+$1.68K	﹤0.01%	1746

Other funds holding EPS

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

GWAG

Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

Parkside Financial Bank & Trust's EPS Position: Q1 2026 in Review

Parkside Financial Bank & Trust held its WisdomTree US LargeCap Fund (EPS) position steady in Q1 2026 at 8,816 shares worth $600K. The position accounts for 0.05% of the portfolio, ranked #233.

Parkside Financial Bank & Trust first reported a position in EPS in Q1 2023 and has held it in 7 quarters since. The position peaked at $625K in Q4 2025. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

Parkside Financial Bank & Trust held 8,816 shares of WisdomTree US LargeCap Fund worth $600K as of Q1 2026.
Parkside Financial Bank & Trust left its WisdomTree US LargeCap Fund share count unchanged in Q1 2026.
WisdomTree US LargeCap Fund made up 0.05% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #233 holding.
Parkside Financial Bank & Trust first reported a position in WisdomTree US LargeCap Fund in Q1 2023 and has held it in 7 quarters since.
Parkside Financial Bank & Trust's WisdomTree US LargeCap Fund position peaked at $625K in Q4 2025.
172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.