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EPSEPS
31 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in WISDOMTREE TR

LPL Financial LLC holds 1.6M shares of EPS (WISDOMTREE TR), worth $127.5M as of 2026-Q2. The position was increased (+8.3% shares). EPS represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$127.5M

Current Shares

1.6M

Total Value Change

+$123.9M

Total Shares Change

+1.5M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.6M
+8.3%
$127.5M0.0%$77.79
33
2026-Q1
Increased
1.5M
+5.6%
$103M0.0%$70.75
32
2025-Q4
Increased
1.4M
+6.3%
$101.5M0.0%$71.37
32
2025-Q3
Increased
1.3M
+5.3%
$92.9M0.0%$68.51
32
2025-Q2
Increased
1.3M
+13.0%
$81.9M0.0%$63.34
34
2025-Q1
Increased
1.1M
+4.6%
$67.1M0.0%$58.26
31
2024-Q4
Increased
1.1M
+0.8%
$66.1M0.0%$60.54
30
2024-Q3
Increased
1.1M
+4.6%
$64.4M0.0%$58.67
31
2024-Q2
Increased
1M
+6.0%
$58.4M0.0%$55.69
31
2024-Q1
Increased
968,269
+6.1%
$53.6M0.0%$54.02
31
2023-Q4
Increased
912,313
+20.7%
$45.7M0.0%$48.69
35
2023-Q3
Increased
755,776
+4.2%
$34.6M0.0%$44.23
30
2023-Q2
Increased
725,423
+7.6%
$33.9M0.0%$44.51
31
2023-Q1
Increased
673,985
+37.7%
$29.5M0.0%$41.36
38
2022-Q4
Increased
489,604
+5.1%
$20.4M0.0%$39.65
30
2022-Q3
Decreased
465,757
-67.6%
$17.9M0.0%$36.89
0
2022-Q2
Increased
1.4M
+6.0%
$58.6M0.1%$38.84
31
2022-Q1
Increased
1.4M
+495.9%
$65.6M0.1%$46.04
48
2021-Q4
Increased
227,583
+4.1%
$11.5M0.0%$47.25
29
2021-Q3
Increased
218,569
+3.9%
$10.1M0.0%$43.42
29
2021-Q2
Decreased
210,335
-3.3%
$9.7M0.0%$42.76
0
2021-Q1
Increased
217,472
+0.7%
$9.4M0.0%$40.00
28
2020-Q4
Increased
215,983
+1.7%
$8.7M0.0%$36.65
28
2020-Q3
Increased
212,323
+8.3%
$7.5M0.0%$32.18
30
2020-Q2
Increased
196,032
+6.9%
$6.5M0.0%$29.84
29
2020-Q1
Increased
183,336
+11.9%
$5.2M0.0%$25.92
30
2019-Q4
Increased
163,777
+34.2%
$6M0.0%$32.91
35
2019-Q3
Decreased
122,068
-1.8%
$4.1M0.0%$29.84
0
2019-Q2
Increased
124,357
+2.2%
$4.1M0.0%$29.28
27
2019-Q1
Decreased
121,637
-4.0%
$3.9M0.0%$28.17
0
2018-Q4
New
126,694
-
$3.6M0.0%$24.69
37

Other major holders of EPS: Steward Partners Investment Advisory, LLC, Lido Advisors, LLC, MORGAN STANLEY, Private Advisor Group, LLC

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