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SJS Investment Consulting’s WisdomTree US LargeCap Fund EPS Stock Holding History

SJS Investment Consulting’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 		$134K Hold
1,726
– – 0.01% 195
2026
Q1 		$118K Hold
1,726
– – 0.01% 199
2025
Q4 		$122K Hold
1,726
– – 0.02% 180
2025
Q3 		$119K Hold
1,726
– – 0.02% 172
2025
Q2 		$110K Hold
1,726
– – 0.02% 131
2025
Q1 		$102K Hold
1,726
– – 0.02% 137
2024
Q4 		$106K Hold
1,726
– – 0.02% 130
2024
Q3 		$104K Hold
1,726
– – 0.02% 133
2024
Q2 		$98.2K Hold
1,726
– – 0.02% 127
2024
Q1 		$95.6K Sell
1,726
-20
-1% -$1.05K 0.02% 132
2023
Q4 		$87.5K Hold
1,746
– – 0.02% 131
2023
Q3 		$79.9K Hold
1,746
– – 0.02% 129
2023
Q2 		$81.6K Hold
1,746
– – 0.02% 124
2023
Q1 		$76.3K Hold
1,746
– – 0.02% 126
2022
Q4 		$72.6K Hold
1,746
– – 0.02% 132
2022
Q3 		$67K Buy
+1,746
New +$74.5K 0.02% 137
2022
Q1 		$84K Hold
1,746
– – 0.03% 139
2021
Q4 		$88K Buy
+1,746
New +$85.1K 0.03% 134

Other funds holding EPS

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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
FWA
Flagship Wealth Advisors Wakefield, Massachusetts $447M AUM 25.09% 1-Year Est. Return
SFO
Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM

SJS Investment Consulting's EPS Position: Q2 2026 in Review

SJS Investment Consulting held its WisdomTree US LargeCap Fund (EPS) position steady in Q2 2026 at 1,726 shares worth $134K. The position accounts for 0.01% of the portfolio, ranked #195.

SJS Investment Consulting first reported a position in EPS in Q4 2021 and has held it in 18 quarters since. 64 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • SJS Investment Consulting held 1,726 shares of WisdomTree US LargeCap Fund worth $134K as of Q2 2026.
  • SJS Investment Consulting left its WisdomTree US LargeCap Fund share count unchanged in Q2 2026.
  • WisdomTree US LargeCap Fund made up 0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #195 holding.
  • SJS Investment Consulting first reported a position in WisdomTree US LargeCap Fund in Q4 2021 and has held it in 18 quarters since.
  • 64 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.