Advisors Preferred’s WisdomTree US LargeCap Fund EPS Stock Holding History

Advisors Preferred’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	$42.4K	Sell	623 -135	-18%	-$9.55K	0.01%	199
2025 Q4	$53.8K	Sell	758 -430	-36%	-$30.1K	0.01%	197
2025 Q3	$82K	Buy	+1,188	New	+$79K	0.01%	213
2025 Q2	–	Sell	-211	Closed	-$12.5K	–	223
2025 Q1	$12.5K	Sell	211 -5,493	-96%	-$340K	﹤0.01%	236
2024 Q4	$349K	Buy	+5,704	New	+$353K	0.06%	134

Other funds holding EPS

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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 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 $1.79B AUM 17.59% 1-Year Est. Return

TFG

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

Advisors Preferred's EPS Position: Q1 2026 in Review

Advisors Preferred reduced its WisdomTree US LargeCap Fund (EPS) stake by 18% in Q1 2026, selling an estimated $9.55K and leaving 623 shares worth $42.4K. The position accounts for 0.01% of the portfolio, ranked #199.

Advisors Preferred first reported a position in EPS in Q4 2024 and has held it in 5 quarters since. The position peaked at $349K in Q4 2024. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

Advisors Preferred held 623 shares of WisdomTree US LargeCap Fund worth $42.4K as of Q1 2026.
Advisors Preferred sold 135 WisdomTree US LargeCap Fund shares in Q1 2026, an estimated $9.55K.
WisdomTree US LargeCap Fund made up 0.01% of Advisors Preferred's portfolio in Q1 2026, its #199 holding.
Advisors Preferred first reported a position in WisdomTree US LargeCap Fund in Q4 2024 and has held it in 5 quarters since.
Advisors Preferred's WisdomTree US LargeCap Fund position peaked at $349K in Q4 2024.
172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Advisors Preferred's 13F filing for Q1 2026, filed 5 May 2026.