Advisory Alpha’s WisdomTree US LargeCap Fund EPS Stock Holding History

Advisory Alpha’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	$1.61M	Sell	23,606 -386	-2%	-$27.3K	0.04%	142
2025 Q4	$1.7M	Buy	23,992 +25	+0.1%	+$1.75K	0.05%	136
2025 Q3	$1.66M	Sell	23,967 -297	-1%	-$19.7K	0.05%	131
2025 Q2	$1.55M	Sell	24,264 -131	-0.5%	-$7.82K	0.05%	125
2025 Q1	$1.45M	Sell	24,395 -517	-2%	-$32K	0.05%	134
2024 Q4	$1.52M	Sell	24,912 -2,346	-9%	-$145K	0.05%	121
2024 Q3	$1.64M	Sell	27,258 -1,567	-5%	-$90.7K	0.06%	116
2024 Q2	$1.64M	Sell	28,825 -56,470	-66%	-$3.12M	0.06%	121
2024 Q1	$4.73M	Sell	85,295 -3,529	-4%	-$185K	0.19%	69
2023 Q4	$4.45M	Sell	88,824 -903	-1%	-$42.6K	0.2%	64
2023 Q3	$4.11M	Sell	89,727 -7,424	-8%	-$351K	0.21%	66
2023 Q2	$4.54M	Buy	97,151 +89,730	+1,209%	+$4.01M	0.23%	64
2023 Q1	$324K	Buy	+7,421	New	+$320K	0.02%	222

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

Advisory Alpha's EPS Position: Q1 2026 in Review

Advisory Alpha reduced its WisdomTree US LargeCap Fund (EPS) stake by 1.6% in Q1 2026, selling an estimated $27.3K and leaving 23,606 shares worth $1.61M. The position accounts for 0.04% of the portfolio, ranked #142.

Advisory Alpha first reported a position in EPS in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.73M in Q1 2024. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

Advisory Alpha held 23,606 shares of WisdomTree US LargeCap Fund worth $1.61M as of Q1 2026.
Advisory Alpha sold 386 WisdomTree US LargeCap Fund shares in Q1 2026, an estimated $27.3K.
WisdomTree US LargeCap Fund made up 0.04% of Advisory Alpha's portfolio in Q1 2026, its #142 holding.
Advisory Alpha first reported a position in WisdomTree US LargeCap Fund in Q1 2023 and has held it in 13 quarters since.
Advisory Alpha's WisdomTree US LargeCap Fund position peaked at $4.73M in Q1 2024.
172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Advisory Alpha's 13F filing for Q1 2026, filed 14 May 2026.