Stifel Financial
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Stifel Financial’s WisdomTree US LargeCap Fund EPS Stock Holding History

Stifel 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
Q1 		$571K Sell
8,389
-3,990
-32% -$282K ﹤0.01% 2794
2025
Q4 		$877K Sell
12,379
-33
-0.3% -$2.31K ﹤0.01% 2530
2025
Q3 		$856K Buy
12,412
+326
+3% +$21.7K ﹤0.01% 2494
2025
Q2 		$774K Sell
12,086
-106
-0.9% -$6.33K ﹤0.01% 2506
2025
Q1 		$723K Sell
12,192
-29
-0.2% -$1.79K ﹤0.01% 2438
2024
Q4 		$748K Sell
12,221
-79
-0.6% -$4.88K ﹤0.01% 2434
2024
Q3 		$739K Sell
12,300
-25
-0.2% -$1.45K ﹤0.01% 2429
2024
Q2 		$701K Buy
12,325
+67
+0.5% +$3.7K ﹤0.01% 2400
2024
Q1 		$679K Sell
12,258
-155
-1% -$8.13K ﹤0.01% 2430
2023
Q4 		$622K Sell
12,413
-571
-4% -$27K ﹤0.01% 2450
2023
Q3 		$594K Buy
12,984
+644
+5% +$30.4K ﹤0.01% 2398
2023
Q2 		$576K Buy
12,340
+477
+4% +$21.3K ﹤0.01% 2435
2023
Q1 		$519K Sell
11,863
-6,500
-35% -$281K ﹤0.01% 2495
2022
Q4 		$764K Sell
18,363
-5,816
-24% -$242K ﹤0.01% 2203
2022
Q3 		$928K Buy
24,179
+17,313
+252% +$739K ﹤0.01% 2019
2022
Q2 		$280K Sell
6,866
-11,731
-63% -$519K ﹤0.01% 2791
2022
Q1 		$899K Sell
18,597
-773
-4% -$37K ﹤0.01% 2194
2021
Q4 		$975K Sell
19,370
-2,139
-10% -$104K ﹤0.01% 2153
2021
Q3 		$989K Buy
21,509
+16
+0.1% +$758 ﹤0.01% 2114
2021
Q2 		$993K Sell
21,493
-45
-0.2% -$2.05K ﹤0.01% 2103
2021
Q1 		$934K Buy
21,538
+7,008
+48% +$292K ﹤0.01% 2033
2020
Q4 		$584K Buy
+14,530
New +$551K ﹤0.01% 2227

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

Stifel Financial's EPS Position: Q1 2026 in Review

Stifel Financial reduced its WisdomTree US LargeCap Fund (EPS) stake by 32% in Q1 2026, selling an estimated $282K and leaving 8,389 shares worth $571K. The position accounts for ﹤0.01% of the portfolio, ranked #2794.

Stifel Financial first reported a position in EPS in Q4 2020 and has held it in 22 quarters since. The position peaked at $993K in Q2 2021. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

  • Stifel Financial held 8,389 shares of WisdomTree US LargeCap Fund worth $571K as of Q1 2026.
  • Stifel Financial sold 3,990 WisdomTree US LargeCap Fund shares in Q1 2026, an estimated $282K.
  • WisdomTree US LargeCap Fund made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2794 holding.
  • Stifel Financial first reported a position in WisdomTree US LargeCap Fund in Q4 2020 and has held it in 22 quarters since.
  • Stifel Financial's WisdomTree US LargeCap Fund position peaked at $993K in Q2 2021.
  • 172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.