Raymond James Financial’s WisdomTree US LargeCap Fund EPS Stock Holding History

Raymond James Financial’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	$3M	Sell	44,005 -1,572	-3%	-$111K	﹤0.01%	3024
2025 Q4	$3.23M	Buy	45,577 +6,905	+18%	+$483K	﹤0.01%	2869
2025 Q3	$2.67M	Buy	38,672 +4,477	+13%	+$298K	﹤0.01%	2948
2025 Q2	$2.19M	Buy	34,195 +4,745	+16%	+$283K	﹤0.01%	3013
2025 Q1	$1.75M	Sell	29,450 -6,447	-18%	-$399K	﹤0.01%	3091
2024 Q4	$2.2M	Buy	+35,897	New	+$2.22M	﹤0.01%	2898

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

Raymond James Financial's EPS Position: Q1 2026 in Review

Raymond James Financial reduced its WisdomTree US LargeCap Fund (EPS) stake by 3.4% in Q1 2026, selling an estimated $111K and leaving 44,005 shares worth $3M. The position accounts for ﹤0.01% of the portfolio, ranked #3024.

Raymond James Financial first reported a position in EPS in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.23M in Q4 2025. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

Raymond James Financial held 44,005 shares of WisdomTree US LargeCap Fund worth $3M as of Q1 2026.
Raymond James Financial sold 1,572 WisdomTree US LargeCap Fund shares in Q1 2026, an estimated $111K.
WisdomTree US LargeCap Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3024 holding.
Raymond James Financial first reported a position in WisdomTree US LargeCap Fund in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's WisdomTree US LargeCap Fund position peaked at $3.23M in Q4 2025.
172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.