Action Point Financial Planning’s WisdomTree US LargeCap Fund EPS Stock Holding History

Action Point Financial Planning’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	$39.4K	Buy	+507	New	+$38.4K	﹤0.01%	902

Other funds holding EPS

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

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

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 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

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

Action Point Financial Planning's EPS Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in WisdomTree US LargeCap Fund (EPS) in Q2 2026: 507 shares worth $39.4K. The stake represents ﹤0.01% of the portfolio and ranks #902 among its holdings.

174 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

Action Point Financial Planning held 507 shares of WisdomTree US LargeCap Fund worth $39.4K as of Q2 2026.
WisdomTree US LargeCap Fund was a new Action Point Financial Planning position in Q2 2026.
WisdomTree US LargeCap Fund made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #902 holding.
174 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.