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Steward Partners Investment Advisory’s WisdomTree US LargeCap Fund EPS Stock Holding History

Steward Partners Investment Advisory’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 		$826K Sell
12,129
-223
-2% -$15.8K ﹤0.01% 1270
2025
Q4 		$875K Sell
12,352
-231
-2% -$16.2K ﹤0.01% 1134
2025
Q3 		$867K Buy
12,583
+69
+0.6% +$4.59K 0.01% 1111
2025
Q2 		$801K Sell
12,514
-281
-2% -$16.8K 0.01% 1078
2025
Q1 		$758K Sell
12,795
-136
-1% -$8.42K 0.01% 1024
2024
Q4 		$791K Hold
12,931
– – 0.01% 956
2024
Q3 		$776K Sell
12,931
-309
-2% -$17.9K 0.01% 944
2024
Q2 		$753K Buy
13,240
+56
+0.4% +$3.09K 0.01% 910
2024
Q1 		$730K Sell
13,184
-115
-0.9% -$6.03K 0.01% 901
2023
Q4 		$666K Hold
13,299
– – 0.01% 872
2023
Q3 		$608K Sell
13,299
-800
-6% -$37.8K 0.01% 857
2023
Q2 		$659K Hold
14,099
– – 0.01% 840
2023
Q1 		$616K Hold
14,099
– – 0.01% 849
2022
Q4 		$586K Sell
14,099
-50
-0.4% -$2.08K 0.01% 842
2022
Q3 		$543K Sell
14,149
-353
-2% -$15.1K 0.01% 826
2022
Q2 		$592K Sell
14,502
-215
-1% -$9.51K 0.01% 801
2022
Q1 		$712K Sell
14,717
-414
-3% -$19.8K 0.01% 802
2021
Q4 		$762K Sell
15,131
-158
-1% -$7.7K 0.01% 790
2021
Q3 		$703K Hold
15,289
– – 0.01% 792
2021
Q2 		$707K Sell
15,289
-250
-2% -$11.4K 0.01% 807
2021
Q1 		$674K Hold
15,539
– – 0.01% 771
2020
Q4 		$624K Hold
15,539
– – 0.01% 696
2020
Q3 		$550K Buy
15,539
+1,365
+10% +$48.1K 0.01% 637
2020
Q2 		$470K Buy
14,174
+6,724
+90% +$213K 0.01% 646
2020
Q1 		$209K Hold
7,450
– – 0.01% 777
2019
Q4 		$273K Buy
7,450
+1,250
+20% +$43.8K 0.01% 790
2019
Q3 		$207K Buy
+6,200
New +$206K 0.01% 835

Other funds holding EPS

FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
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

Steward Partners Investment Advisory's EPS Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its WisdomTree US LargeCap Fund (EPS) stake by 1.8% in Q1 2026, selling an estimated $15.8K and leaving 12,129 shares worth $826K. The position accounts for ﹤0.01% of the portfolio, ranked #1270.

Steward Partners Investment Advisory first reported a position in EPS in Q3 2019 and has held it in 27 quarters since. The position peaked at $875K in Q4 2025. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

  • Steward Partners Investment Advisory held 12,129 shares of WisdomTree US LargeCap Fund worth $826K as of Q1 2026.
  • Steward Partners Investment Advisory sold 223 WisdomTree US LargeCap Fund shares in Q1 2026, an estimated $15.8K.
  • WisdomTree US LargeCap Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1270 holding.
  • Steward Partners Investment Advisory first reported a position in WisdomTree US LargeCap Fund in Q3 2019 and has held it in 27 quarters since.
  • Steward Partners Investment Advisory's WisdomTree US LargeCap Fund position peaked at $875K in Q4 2025.
  • 172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.