Prime Capital Investment Advisors’s WisdomTree US LargeCap Fund EPS Stock Holding History

Prime Capital Investment 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 Q1	$3.47M	Sell	50,898 -1,979	-4%	-$140K	0.04%	275
2025 Q4	$3.75M	Sell	52,877 -2,942	-5%	-$206K	0.05%	246
2025 Q3	$3.85M	Sell	55,819 -181	-0.3%	-$12K	0.05%	242
2025 Q2	$3.58M	Sell	56,000 -2,767	-5%	-$165K	0.05%	246
2025 Q1	$3.48M	Sell	58,767 -3,413	-5%	-$211K	0.04%	281
2024 Q4	$3.8M	Sell	62,180 -1,836	-3%	-$113K	0.06%	226
2024 Q3	$3.84M	Sell	64,016 -40	-0.1%	-$2.31K	0.05%	236
2024 Q2	$3.64M	Sell	64,056 -1,220	-2%	-$67.4K	0.05%	232
2024 Q1	$3.62M	Sell	65,276 -1,595	-2%	-$83.7K	0.05%	244
2023 Q4	$3.35M	Sell	66,871 -74	-0.1%	-$3.49K	0.05%	256
2023 Q3	$3.06M	Sell	66,945 -247	-0.4%	-$11.7K	0.06%	211
2023 Q2	$3.14M	Buy	+67,192	New	+$3M	0.06%	221
2023 Q1	–	Sell	-69,696	Closed	-$2.9M	–	582
2022 Q4	$2.9M	Buy	+69,696	New	+$2.9M	0.11%	141

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 $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 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 $1.79B AUM 17.59% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

Prime Capital Investment Advisors's EPS Position: Q1 2026 in Review

Prime Capital Investment Advisors reduced its WisdomTree US LargeCap Fund (EPS) stake by 3.7% in Q1 2026, selling an estimated $140K and leaving 50,898 shares worth $3.47M. The position accounts for 0.04% of the portfolio, ranked #275.

Prime Capital Investment Advisors first reported a position in EPS in Q4 2022 and has held it in 13 quarters since. The position peaked at $3.85M in Q3 2025. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

Prime Capital Investment Advisors held 50,898 shares of WisdomTree US LargeCap Fund worth $3.47M as of Q1 2026.
Prime Capital Investment Advisors sold 1,979 WisdomTree US LargeCap Fund shares in Q1 2026, an estimated $140K.
WisdomTree US LargeCap Fund made up 0.04% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #275 holding.
Prime Capital Investment Advisors first reported a position in WisdomTree US LargeCap Fund in Q4 2022 and has held it in 13 quarters since.
Prime Capital Investment Advisors's WisdomTree US LargeCap Fund position peaked at $3.85M in Q3 2025.
172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

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