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

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

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. 175 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.
175 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.