Wealthfront’s WisdomTree US LargeCap Fund EPS Stock Holding History

Wealthfront’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
2015 Q3	–	Sell	-39	Closed	-$1K	–	1283
2015 Q2	$1K	Buy	+39	New	+$947	﹤0.01%	1231

Other funds holding EPS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return

Wealthfront's EPS Position: Q3 2015 in Review

Wealthfront sold out of WisdomTree US LargeCap Fund (EPS) in Q3 2015, closing a stake of 39 shares — an estimated $1K sold.

Wealthfront first reported a position in EPS in Q2 2015 and held it in 1 quarter. The position peaked at $1K in Q2 2015. 26 funds tracked by Wall St. Rank hold EPS as of Q3 2015.

Wealthfront reported no remaining WisdomTree US LargeCap Fund position as of Q3 2015 after selling out during the quarter.
Wealthfront sold 39 WisdomTree US LargeCap Fund shares in Q3 2015, an estimated $1K.
Wealthfront first reported a position in WisdomTree US LargeCap Fund in Q2 2015 and held it in 1 quarter.
Wealthfront's WisdomTree US LargeCap Fund position peaked at $1K in Q2 2015.
26 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q3 2015.

Based on Wealthfront's 13F filing for Q3 2015, filed 18 Nov 2015.