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

Vista Investment Management’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 		$6.61M Buy
85,033
+353
+0.4% +$26.7K 1.99% 11
2026
Q1 		$5.77M Sell
84,680
-2,026
-2% -$143K 1.92% 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

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

Vista Investment Management's EPS Position: Q2 2026 in Review

Vista Investment Management increased its WisdomTree US LargeCap Fund (EPS) stake by 0.42% in Q2 2026, buying an estimated $26.7K and bringing the position to 85,033 shares worth $6.61M. The position accounts for 1.99% of the portfolio, ranked #11.

Vista Investment Management first reported a position in EPS in Q1 2022 and has held it in 18 quarters since. 174 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • Vista Investment Management held 85,033 shares of WisdomTree US LargeCap Fund worth $6.61M as of Q2 2026.
  • Vista Investment Management bought 353 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $26.7K.
  • WisdomTree US LargeCap Fund made up 1.99% of Vista Investment Management's portfolio in Q2 2026, its #11 holding.
  • Vista Investment Management first reported a position in WisdomTree US LargeCap Fund in Q1 2022 and has held it in 18 quarters since.
  • 174 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Vista Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.