Quartz Partners’s WisdomTree US LargeCap Fund EPS Stock Holding History

Quartz Partners’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	$744K	Buy	9,558 +313	+3%	+$23.7K	0.24%	81
2026 Q1	$630K	Sell	9,245 -948	-9%	-$67.1K	0.24%	80
2025 Q4	$722K	Sell	10,193 -101	-1%	-$7.06K	0.27%	75
2025 Q3	$710K	Sell	10,294 -131	-1%	-$8.71K	0.26%	79
2025 Q2	$667K	Sell	10,425 -33	-0.3%	-$1.97K	0.31%	75
2025 Q1	$620K	Sell	10,458 -2,654	-20%	-$164K	0.38%	60
2024 Q4	$802K	Sell	13,112 -82	-0.6%	-$5.07K	0.49%	54
2024 Q3	$792K	Buy	+13,194	New	+$763K	0.5%	54

Other funds holding EPS

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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

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

Quartz Partners's EPS Position: Q2 2026 in Review

Quartz Partners increased its WisdomTree US LargeCap Fund (EPS) stake by 3.4% in Q2 2026, buying an estimated $23.7K and bringing the position to 9,558 shares worth $744K. The position accounts for 0.24% of the portfolio, ranked #81.

Quartz Partners first reported a position in EPS in Q3 2024 and has held it in 8 quarters since. The position peaked at $802K in Q4 2024. 174 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

Quartz Partners held 9,558 shares of WisdomTree US LargeCap Fund worth $744K as of Q2 2026.
Quartz Partners bought 313 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $23.7K.
WisdomTree US LargeCap Fund made up 0.24% of Quartz Partners's portfolio in Q2 2026, its #81 holding.
Quartz Partners first reported a position in WisdomTree US LargeCap Fund in Q3 2024 and has held it in 8 quarters since.
Quartz Partners's WisdomTree US LargeCap Fund position peaked at $802K in Q4 2024.
174 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Quartz Partners's 13F filing for Q2 2026, filed 10 Aug 2026.