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 Q2	$733K	Buy	9,418 +606	+7%	+$45.9K	0.04%	239
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 $9.19B AUM 25.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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

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

Verus Capital Partners's EPS Position: Q2 2026 in Review

Verus Capital Partners increased its WisdomTree US LargeCap Fund (EPS) stake by 6.9% in Q2 2026, buying an estimated $45.9K and bringing the position to 9,418 shares worth $733K. The position accounts for 0.04% of the portfolio, ranked #239.

Verus Capital Partners first reported a position in EPS in Q4 2019 and has held it in 15 quarters since. 175 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

Verus Capital Partners held 9,418 shares of WisdomTree US LargeCap Fund worth $733K as of Q2 2026.
Verus Capital Partners bought 606 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $45.9K.
WisdomTree US LargeCap Fund made up 0.04% of Verus Capital Partners's portfolio in Q2 2026, its #239 holding.
Verus Capital Partners first reported a position in WisdomTree US LargeCap Fund in Q4 2019 and has held it in 15 quarters since.
175 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Verus Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.