Verus Capital Partners’s WisdomTree US LargeCap Fund EPS Stock Holding History

Verus Capital Partners’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	$600K	Buy	8,812 +161	+2%	+$11.4K	0.04%	234
2025 Q4	$613K	Buy	8,651 +255	+3%	+$17.8K	0.04%	236
2025 Q3	$580K	Buy	8,396 +229	+3%	+$15.2K	0.05%	211
2025 Q2	$523K	Buy	8,167 +402	+5%	+$24K	0.05%	202
2025 Q1	$460K	Buy	7,765 +1,095	+16%	+$67.8K	0.05%	218
2024 Q4	$408K	Hold	6,670	–	–	0.04%	233
2024 Q3	$400K	Buy	6,670 +556	+9%	+$32.2K	0.04%	227
2024 Q2	$348K	Buy	6,114 +765	+14%	+$42.2K	0.04%	240
2024 Q1	$296K	Buy	5,349 +247	+5%	+$13K	0.03%	263
2023 Q4	$256K	Buy	5,102 +385	+8%	+$18.2K	0.03%	258
2023 Q3	$216K	Buy	4,717 +159	+3%	+$7.51K	0.03%	272
2023 Q2	$213K	Buy	+4,558	New	+$203K	0.03%	268
2020 Q1	$567K	Buy	20,184 +3,188	+19%	+$109K	0.18%	79
2019 Q4	$624K	Buy	+16,996	New	+$595K	0.2%	81

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

Verus Capital Partners's EPS Position: Q1 2026 in Review

Verus Capital Partners increased its WisdomTree US LargeCap Fund (EPS) stake by 1.9% in Q1 2026, buying an estimated $11.4K and bringing the position to 8,812 shares worth $600K. The position accounts for 0.04% of the portfolio, ranked #234.

Verus Capital Partners first reported a position in EPS in Q4 2019 and has held it in 14 quarters since. The position peaked at $624K in Q4 2019. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

Verus Capital Partners held 8,812 shares of WisdomTree US LargeCap Fund worth $600K as of Q1 2026.
Verus Capital Partners bought 161 WisdomTree US LargeCap Fund shares in Q1 2026, an estimated $11.4K.
WisdomTree US LargeCap Fund made up 0.04% of Verus Capital Partners's portfolio in Q1 2026, its #234 holding.
Verus Capital Partners first reported a position in WisdomTree US LargeCap Fund in Q4 2019 and has held it in 14 quarters since.
Verus Capital Partners's WisdomTree US LargeCap Fund position peaked at $624K in Q4 2019.
172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Verus Capital Partners's 13F filing for Q1 2026, filed 22 May 2026.