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 Q2	$3.44M	Buy	44,167 +162	+0.4%	+$12.3K	﹤0.01%	3052
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 $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

Raymond James Financial's EPS Position: Q2 2026 in Review

Raymond James Financial increased its WisdomTree US LargeCap Fund (EPS) stake by 0.37% in Q2 2026, buying an estimated $12.3K and bringing the position to 44,167 shares worth $3.44M. The position accounts for ﹤0.01% of the portfolio, ranked #3052.

Raymond James Financial first reported a position in EPS in Q4 2024 and has held it in 7 quarters since. 175 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

Raymond James Financial held 44,167 shares of WisdomTree US LargeCap Fund worth $3.44M as of Q2 2026.
Raymond James Financial bought 162 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $12.3K.
WisdomTree US LargeCap Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3052 holding.
Raymond James Financial first reported a position in WisdomTree US LargeCap Fund in Q4 2024 and has held it in 7 quarters since.
175 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.