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Advisor Resource Council’s WisdomTree US LargeCap Fund EPS Stock Holding History

Advisor Resource Council’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 		$299K Sell
4,395
-3,898
-47% -$276K 0.1% 180
2025
Q4 		$601K Buy
+8,293
New +$580K 0.21% 105
2025
Q3 		– Sell
-7,317
Closed -$468K – 80
2025
Q2 		$468K Buy
+7,317
New +$437K 0.18% 89
2024
Q4 		– Sell
-9,445
Closed -$567K – 130
2024
Q3 		$567K Buy
+9,445
New +$546K 0.26% 104
2024
Q2 		– Sell
-9,736
Closed -$488K – 109
2024
Q1 		$488K Buy
+9,736
New +$511K 0.21% 118
2023
Q4 		– Sell
-10,401
Closed -$476K – 496
2023
Q3 		$476K Buy
10,401
+153
+1% +$7.23K 0.25% 73
2023
Q2 		$479K Sell
10,248
-3,245
-24% -$145K 0.22% 81
2023
Q1 		$594K Sell
13,493
-3,170
-19% -$137K 0.15% 160
2022
Q4 		$693K Sell
16,663
-1,165
-7% -$48.5K 0.34% 60
2022
Q3 		$684K Sell
17,828
-1,100
-6% -$46.9K 0.46% 58
2022
Q2 		$772K Buy
18,928
+1,785
+10% +$79K 0.07% 230
2022
Q1 		$829K Sell
17,143
-1,400
-8% -$67K 0.25% 110
2021
Q4 		$934K Buy
18,543
+1,400
+8% +$68.2K 0.07% 248
2021
Q3 		$788K Sell
17,143
-2,352
-12% -$111K 0.24% 104
2021
Q2 		$900K Buy
+19,495
New +$887K 0.09% 219

Other funds holding EPS

FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

Advisor Resource Council's EPS Position: Q1 2026 in Review

Advisor Resource Council reduced its WisdomTree US LargeCap Fund (EPS) stake by 47% in Q1 2026, selling an estimated $276K and leaving 4,395 shares worth $299K. The position accounts for 0.1% of the portfolio, ranked #180.

Advisor Resource Council first reported a position in EPS in Q2 2021 and has held it in 15 quarters since. The position peaked at $934K in Q4 2021. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

  • Advisor Resource Council held 4,395 shares of WisdomTree US LargeCap Fund worth $299K as of Q1 2026.
  • Advisor Resource Council sold 3,898 WisdomTree US LargeCap Fund shares in Q1 2026, an estimated $276K.
  • WisdomTree US LargeCap Fund made up 0.1% of Advisor Resource Council's portfolio in Q1 2026, its #180 holding.
  • Advisor Resource Council first reported a position in WisdomTree US LargeCap Fund in Q2 2021 and has held it in 15 quarters since.
  • Advisor Resource Council's WisdomTree US LargeCap Fund position peaked at $934K in Q4 2021.
  • 172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Advisor Resource Council's 13F filing for Q1 2026, filed 7 May 2026.