UBS Group
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UBS Group’s WisdomTree US LargeCap Fund EPS Stock Holding History

UBS Group’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 		$5.95M Buy
87,360
+2,529
+3% +$179K ﹤0.01% 3875
2025
Q4 		$6.01M Sell
84,831
-3,705
-4% -$259K ﹤0.01% 3833
2025
Q3 		$6.1M Sell
88,536
-12,188
-12% -$810K ﹤0.01% 3828
2025
Q2 		$6.45M Sell
100,724
-13,254
-12% -$791K ﹤0.01% 3610
2025
Q1 		$6.76M Buy
113,978
+19,986
+21% +$1.24M ﹤0.01% 3475
2024
Q4 		$5.75M Buy
93,992
+8,333
+10% +$515K ﹤0.01% 3676
2024
Q3 		$5.14M Buy
85,659
+9,411
+12% +$544K ﹤0.01% 3033
2024
Q2 		$4.34M Buy
76,248
+1,581
+2% +$87.3K ﹤0.01% 3007
2024
Q1 		$4.14M Buy
74,667
+2,086
+3% +$109K ﹤0.01% 3174
2023
Q4 		$3.64M Buy
72,581
+12,033
+20% +$568K ﹤0.01% 3120
2023
Q3 		$2.77M Sell
60,548
-291
-0.5% -$13.8K ﹤0.01% 3132
2023
Q2 		$2.84M Sell
60,839
-16,824
-22% -$751K ﹤0.01% 3180
2023
Q1 		$3.4M Sell
77,663
-2,635
-3% -$114K ﹤0.01% 2881
2022
Q4 		$3.34M Sell
80,298
-39,093
-33% -$1.63M ﹤0.01% 2873
2022
Q3 		$4.58M Sell
119,391
-45,639
-28% -$1.95M ﹤0.01% 2440
2022
Q2 		$6.73M Buy
165,030
+111,186
+206% +$4.92M ﹤0.01% 2128
2022
Q1 		$2.6M Sell
53,844
-4,639
-8% -$222K ﹤0.01% 3181
2021
Q4 		$2.94M Buy
58,483
+10,015
+21% +$488K ﹤0.01% 3372
2021
Q3 		$2.23M Sell
48,468
-167
-0.3% -$7.92K ﹤0.01% 3487
2021
Q2 		$2.25M Sell
48,635
-242
-0.5% -$11K ﹤0.01% 3478
2021
Q1 		$2.12M Sell
48,877
-249
-0.5% -$10.4K ﹤0.01% 3506
2020
Q4 		$1.97M Sell
49,126
-3,991
-8% -$151K ﹤0.01% 3422
2020
Q3 		$1.88M Sell
53,117
-2,937
-5% -$103K ﹤0.01% 3099
2020
Q2 		$1.86M Sell
56,054
-4,824
-8% -$153K ﹤0.01% 2943
2020
Q1 		$1.71M Buy
60,878
+3,062
+5% +$104K ﹤0.01% 2902
2019
Q4 		$2.12M Sell
57,816
-3,442
-6% -$120K ﹤0.01% 3493
2019
Q3 		$2.06M Sell
61,258
-1,003
-2% -$33.3K ﹤0.01% 3265
2019
Q2 		$2.05M Buy
62,261
+5,531
+10% +$179K ﹤0.01% 3130
2019
Q1 		$1.8M Buy
56,730
+1,694
+3% +$52.1K ﹤0.01% 3073
2018
Q4 		$1.55M Sell
55,036
-7,228
-12% -$221K ﹤0.01% 3284
2018
Q3 		$2.03M Sell
62,264
-3,464
-5% -$111K ﹤0.01% 3211
2018
Q2 		$2.02M Buy
65,728
+3,136
+5% +$96.5K ﹤0.01% 3161
2018
Q1 		$1.9M Sell
62,592
-2,330
-4% -$73.5K ﹤0.01% 3189
2017
Q4 		$2.02M Sell
64,922
-1,591
-2% -$48K ﹤0.01% 3195
2017
Q3 		$1.93M Buy
66,513
+477
+0.7% +$13.6K ﹤0.01% 3155
2017
Q2 		$1.83M Buy
66,036
+888
+1% +$24.5K ﹤0.01% 3092
2017
Q1 		$1.77M Sell
65,148
-78
-0.1% -$2.09K ﹤0.01% 3043
2016
Q4 		$1.68M Buy
65,226
+1,293
+2% +$32.2K ﹤0.01% 3077
2016
Q3 		$1.55M Sell
63,933
-96
-0.1% -$2.32K ﹤0.01% 3069
2016
Q2 		$1.49M Sell
64,029
-4,848
-7% -$113K ﹤0.01% 3024
2016
Q1 		$1.6M Sell
68,877
-981
-1% -$21.6K ﹤0.01% 2867
2015
Q4 		$1.61M Buy
69,858
+2,103
+3% +$49.2K ﹤0.01% 3009
2015
Q3 		$1.48M Buy
67,755
+4,815
+8% +$112K ﹤0.01% 3013
2015
Q2 		$1.5M Buy
62,940
+3,786
+6% +$91.9K ﹤0.01% 3254
2015
Q1 		$1.41M Buy
59,154
+5,427
+10% +$130K ﹤0.01% 3252
2014
Q4 		$1.29M Buy
+53,727
New +$1.26M ﹤0.01% 3361

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

UBS Group's EPS Position: Q1 2026 in Review

UBS Group increased its WisdomTree US LargeCap Fund (EPS) stake by 3% in Q1 2026, buying an estimated $179K and bringing the position to 87,360 shares worth $5.95M. The position accounts for ﹤0.01% of the portfolio, ranked #3875.

UBS Group first reported a position in EPS in Q4 2014 and has held it in 46 quarters since. The position peaked at $6.76M in Q1 2025. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

  • UBS Group held 87,360 shares of WisdomTree US LargeCap Fund worth $5.95M as of Q1 2026.
  • UBS Group bought 2,529 WisdomTree US LargeCap Fund shares in Q1 2026, an estimated $179K.
  • WisdomTree US LargeCap Fund made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3875 holding.
  • UBS Group first reported a position in WisdomTree US LargeCap Fund in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's WisdomTree US LargeCap Fund position peaked at $6.76M in Q1 2025.
  • 172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.