Vista Investment Management’s WisdomTree US LargeCap Fund EPS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.77M	Sell	84,680 -2,026	-2%	-$143K	1.93%	11
2025 Q4	$6.14M	Buy	86,706 +5,732	+7%	+$401K	2.03%	11
2025 Q3	$5.58M	Sell	80,974 -1,925	-2%	-$128K	1.95%	12
2025 Q2	$5.31M	Buy	82,899 +740	+0.9%	+$44.2K	1.97%	11
2025 Q1	$4.87M	Buy	82,159 +576	+0.7%	+$35.6K	1.9%	11
2024 Q4	$4.99M	Buy	81,583 +112	+0.1%	+$6.92K	1.89%	11
2024 Q3	$4.89M	Buy	81,471 +753	+0.9%	+$43.6K	1.84%	12
2024 Q2	$4.59M	Buy	80,718 +1,984	+3%	+$110K	1.86%	11
2024 Q1	$4.36M	Sell	78,734 -372	-0.5%	-$19.5K	1.78%	12
2023 Q4	$3.96M	Buy	79,106 +1,973	+3%	+$93.1K	1.84%	11
2023 Q3	$3.53M	Buy	77,133 +48	+0.1%	+$2.27K	1.85%	10
2023 Q2	$3.6M	Buy	77,085 +389	+0.5%	+$17.4K	1.82%	9
2023 Q1	$3.35M	Buy	76,696 +798	+1%	+$34.5K	1.77%	10
2022 Q4	$3.16M	Buy	75,898 +2,545	+3%	+$106K	1.8%	11
2022 Q3	$2.82M	Buy	73,353 +3,869	+6%	+$165K	1.73%	12
2022 Q2	$2.83M	Buy	69,484 +7,328	+12%	+$324K	1.71%	12
2022 Q1	$3.01M	Buy	+62,156	New	+$2.98M	1.65%	12