NewSquare Capital LLC EPS — WISDOMTREE U.S. LARGECAP FUND

Ownership history in NewSquare Capital LLC  ·  25 quarters on record

AI Ownership Summary

NewSquare Capital LLC reported WISDOMTREE U.S. LARGECAP FUND (EPS) in 25 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.48% in 2025 Q4. The latest visible filing shows EPS at 0.47% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EPS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NewSquare Capital LLC's position in WISDOMTREE U.S. LARGECAP FUND, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

EPS was reported at 0.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.48% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EPS stock page NewSquare Capital LLC fund profile NewSquare Capital LLC full holdings
How NewSquare Capital LLC held EPS — position size vs. price
% of Fund (quarterly)    EPS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 81,624 +2,268 +2.9% 0.47% $6.3M 2026-07-28 $77.48
2026 Q1 ADDED — — — 79,356 +2,805 +3.7% 0.47% $5.4M 2026-05-08 $76.59
2025 Q4 ADDED — — — 76,551 +6,351 +9.0% 0.48% $5.4M 2026-02-17 $70.57
2025 Q3 ADDED — — — 70,200 +245 +0.4% 0.33% $4.8M 2025-11-12 $70.06
2025 Q2 ADDED — — — 69,955 +4,649 +7.1% 0.33% $4.5M 2025-08-05 $64.19
2025 Q1 ADDED — — — 65,306 +153 +0.2% 0.32% $3.9M 2025-04-14 $55.71
2024 Q4 REDUCED 21.7% -2.8% ✅ 65,153 -18,061 -21.7% 0.32% $4.0M 2025-02-06 $62.54
2024 Q3 REDUCED — — — 83,214 -356 -0.4% 0.40% $5.0M 2024-11-04 $58.44
2024 Q2 ADDED — — — 83,570 +765 +0.9% 0.41% $4.8M 2024-07-23 $56.23
2024 Q1 ADDED — — — 82,805 +18,795 +29.4% 0.41% $4.6M 2024-05-08 $53.11
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EPS

As of 2026 Q2 — sorted by position size

Team Financial Group, LLC 15.11% FLAGSHIP WEALTH ADVISORS, LLC 4.07% TopTier Wealth Management, LLC 3.77% Stenger Family Office, LLC 2.28% WealthPlan Investment Management, LLC 3Y 1.99% Maia Wealth LLC 1.37% WealthPLAN Partners, LLC 3Y 7Y 1.12% LongView Wealth Management 0.71% Systelligence, LLC 3Y 0.47% Seek First Inc. 0.43%

FAQ About NewSquare Capital LLC and EPS

These are the practical questions this page is built to answer before you even open the full history table.

How long has NewSquare Capital LLC reported owning EPS?

NewSquare Capital LLC reported EPS across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported EPS position in NewSquare Capital LLC's portfolio?

The largest reported portfolio weight for EPS was 0.48% in 2025 Q4.

What is the latest reported EPS position on this page?

The most recent filing on this page is 2026 Q2, when NewSquare Capital LLC reported 81,624 shares, equal to 0.47% of portfolio, with an estimated market value of $6.3M.

What does the chart on this EPS ownership page compare?

The chart compares NewSquare Capital LLC's quarterly EPS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did NewSquare Capital LLC time their EPS position?

Based on 13F filing dates vs. subsequent EPS price moves, NewSquare Capital LLC correctly timed 16 out of 24 reported position changes (67%). The annualised alpha on EPS relative to SPY over the holding period was +0.1%.

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