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

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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 $110B AUM 26.29% 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

Rathbones Group's EPS Position: Q1 2026 in Review

Rathbones Group sold out of WisdomTree US LargeCap Fund (EPS) in Q1 2026, closing a stake of 8,987 shares — an estimated $637K sold.

Rathbones Group first reported a position in EPS in Q3 2023 and held it in 10 quarters. The position peaked at $738K in Q3 2025. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

Rathbones Group reported no remaining WisdomTree US LargeCap Fund position as of Q1 2026 after selling out during the quarter.
Rathbones Group sold 8,987 WisdomTree US LargeCap Fund shares in Q1 2026, an estimated $637K.
Rathbones Group first reported a position in WisdomTree US LargeCap Fund in Q3 2023 and held it in 10 quarters.
Rathbones Group's WisdomTree US LargeCap Fund position peaked at $738K in Q3 2025.
172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Rathbones Group's 13F filing for Q1 2026, filed 12 May 2026.