Westwood Holdings Group’s WisdomTree US LargeCap Fund EPS Stock Holding History

Westwood Holdings Group’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	$338K	Hold	4,968	–	–	﹤0.01%	416
2025 Q4	$352K	Sell	4,968 -145	-3%	-$10.1K	﹤0.01%	440
2025 Q3	$352K	Hold	5,113	–	–	﹤0.01%	437
2025 Q2	$327K	Hold	5,113	–	–	﹤0.01%	438
2025 Q1	$303K	Hold	5,113	–	–	﹤0.01%	433
2024 Q4	$313K	Hold	5,113	–	–	﹤0.01%	445
2024 Q3	$307K	Hold	5,113	–	–	﹤0.01%	438
2024 Q2	$291K	Hold	5,113	–	–	﹤0.01%	420
2024 Q1	$283K	Hold	5,113	–	–	﹤0.01%	434
2023 Q4	$256K	Hold	5,113	–	–	﹤0.01%	439
2023 Q3	$234K	Hold	5,113	–	–	﹤0.01%	430
2023 Q2	$239K	Hold	5,113	–	–	﹤0.01%	459
2023 Q1	$224K	Hold	5,113	–	–	﹤0.01%	470
2022 Q4	$213K	Buy	+5,113	New	+$213K	﹤0.01%	487
2022 Q3	–	Sell	-5,113	Closed	-$209K	–	456
2022 Q2	$209K	Hold	5,113	–	–	﹤0.01%	439
2022 Q1	$247K	Hold	5,113	–	–	﹤0.01%	428
2021 Q4	$257K	Hold	5,113	–	–	﹤0.01%	421
2021 Q3	$235K	Hold	5,113	–	–	﹤0.01%	411
2021 Q2	$236K	Hold	5,113	–	–	﹤0.01%	420
2021 Q1	$222K	Hold	5,113	–	–	﹤0.01%	443
2020 Q4	$205K	Buy	+5,113	New	+$194K	﹤0.01%	423

Other funds holding EPS

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

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

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

GWAG

Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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 $2.01B AUM 27.28% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

Westwood Holdings Group's EPS Position: Q1 2026 in Review

Westwood Holdings Group held its WisdomTree US LargeCap Fund (EPS) position steady in Q1 2026 at 4,968 shares worth $338K. The position accounts for ﹤0.01% of the portfolio, ranked #416.

Westwood Holdings Group first reported a position in EPS in Q4 2020 and has held it in 21 quarters since. The position peaked at $352K in Q4 2025. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

Westwood Holdings Group held 4,968 shares of WisdomTree US LargeCap Fund worth $338K as of Q1 2026.
Westwood Holdings Group left its WisdomTree US LargeCap Fund share count unchanged in Q1 2026.
WisdomTree US LargeCap Fund made up ﹤0.01% of Westwood Holdings Group's portfolio in Q1 2026, its #416 holding.
Westwood Holdings Group first reported a position in WisdomTree US LargeCap Fund in Q4 2020 and has held it in 21 quarters since.
Westwood Holdings Group's WisdomTree US LargeCap Fund position peaked at $352K in Q4 2025.
172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Westwood Holdings Group's 13F filing for Q1 2026, filed 15 May 2026.