TC
EPS icon

Towle & Co’s WisdomTree US LargeCap Fund EPS Stock Holding History

Towle & Co’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 		$4.82M Buy
61,916
+23,110
+60% +$1.75M 1.63% 37
2026
Q1 		$2.64M Buy
+38,806
New +$2.75M 1.03% 40

Other funds holding EPS

FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
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
IA
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

Towle & Co's EPS Position: Q2 2026 in Review

Towle & Co increased its WisdomTree US LargeCap Fund (EPS) stake by 60% in Q2 2026, buying an estimated $1.75M and bringing the position to 61,916 shares worth $4.82M. The position accounts for 1.63% of the portfolio, ranked #37.

Towle & Co first reported a position in EPS in Q1 2026 and has held it in 2 quarters since. 175 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • Towle & Co held 61,916 shares of WisdomTree US LargeCap Fund worth $4.82M as of Q2 2026.
  • Towle & Co bought 23,110 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $1.75M.
  • WisdomTree US LargeCap Fund made up 1.63% of Towle & Co's portfolio in Q2 2026, its #37 holding.
  • Towle & Co first reported a position in WisdomTree US LargeCap Fund in Q1 2026 and has held it in 2 quarters since.
  • 175 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Towle & Co's 13F filing for Q2 2026, filed 11 Aug 2026.