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Rathbones Group’s WisdomTree US LargeCap Fund EPS Stock Holding History

Rathbones Group’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 		– Sell
-8,987
Closed -$637K – 656
2025
Q4 		$637K Sell
8,987
-1,714
-16% -$120K ﹤0.01% 425
2025
Q3 		$738K Sell
10,701
-89
-0.8% -$5.92K ﹤0.01% 395
2025
Q2 		$691K Hold
10,790
– – ﹤0.01% 391
2025
Q1 		$640K Hold
10,790
– – ﹤0.01% 380
2024
Q4 		$660K Hold
10,790
– – ﹤0.01% 378
2024
Q3 		$648K Sell
10,790
-95
-0.9% -$5.5K ﹤0.01% 380
2024
Q2 		$619K Sell
10,885
-1,850
-15% -$102K ﹤0.01% 379
2024
Q1 		$706K Hold
12,735
– – ﹤0.01% 366
2023
Q4 		$638K Sell
12,735
-315
-2% -$14.9K ﹤0.01% 362
2023
Q3 		$597K Buy
+13,050
New +$617K ﹤0.01% 371

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 $376B 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 $25.5B 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 $38B 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 $220M AUM 10.84% 1-Year Est. Return