Smartleaf Asset Management’s WisdomTree US LargeCap Fund EPS Stock Holding History

Smartleaf Asset Management’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	$8.76K	Hold	132	–	–	﹤0.01%	2389
2025 Q4	$9.45K	Hold	132	–	–	﹤0.01%	2422
2025 Q3	$9.1K	Hold	132	–	–	﹤0.01%	2152
2025 Q2	$8.44K	Buy	132 +3	+2%	+$179	﹤0.01%	1883
2025 Q1	$7.59K	Buy	129 +25	+24%	+$1.55K	﹤0.01%	2033
2024 Q4	$6.44K	Hold	104	–	–	﹤0.01%	2160
2024 Q3	$6.27K	Sell	104 -129	-55%	-$7.46K	﹤0.01%	2013
2024 Q2	$13.3K	Sell	233 -36	-13%	-$1.99K	﹤0.01%	1257
2024 Q1	$14.9K	Sell	269 -60,117	-100%	-$3.15M	﹤0.01%	912
2023 Q4	$3.03M	Buy	+60,386	New	+$2.85M	0.81%	25

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

Smartleaf Asset Management's EPS Position: Q1 2026 in Review

Smartleaf Asset Management held its WisdomTree US LargeCap Fund (EPS) position steady in Q1 2026 at 132 shares worth $8.76K. The position accounts for ﹤0.01% of the portfolio, ranked #2389.

Smartleaf Asset Management first reported a position in EPS in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.03M in Q4 2023. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

Smartleaf Asset Management held 132 shares of WisdomTree US LargeCap Fund worth $8.76K as of Q1 2026.
Smartleaf Asset Management left its WisdomTree US LargeCap Fund share count unchanged in Q1 2026.
WisdomTree US LargeCap Fund made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #2389 holding.
Smartleaf Asset Management first reported a position in WisdomTree US LargeCap Fund in Q4 2023 and has held it in 10 quarters since.
Smartleaf Asset Management's WisdomTree US LargeCap Fund position peaked at $3.03M in Q4 2023.
172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.