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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
Q2 		– Sell
-623
Closed -$42.4K – 250
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

FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
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
IA
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

Advisors Preferred's EPS Position: Q2 2026 in Review

Advisors Preferred sold out of WisdomTree US LargeCap Fund (EPS) in Q2 2026, closing a stake of 623 shares — an estimated $42.4K sold.

Advisors Preferred first reported a position in EPS in Q4 2024 and held it in 5 quarters. The position peaked at $349K in Q4 2024. 175 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • Advisors Preferred reported no remaining WisdomTree US LargeCap Fund position as of Q2 2026 after selling out during the quarter.
  • Advisors Preferred sold 623 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $42.4K.
  • Advisors Preferred first reported a position in WisdomTree US LargeCap Fund in Q4 2024 and held it in 5 quarters.
  • Advisors Preferred's WisdomTree US LargeCap Fund position peaked at $349K in Q4 2024.
  • 175 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Advisors Preferred's 13F filing for Q2 2026, filed 11 Aug 2026.