Advisory Services Network’s WisdomTree US LargeCap Fund EPS Stock Holding History

Advisory Services Network’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	$329K	Hold	4,235	–	–	﹤0.01%	1674
2026 Q1	$288K	Hold	4,235	–	–	﹤0.01%	1610
2025 Q4	$300K	Buy	4,235 +300	+8%	+$21K	﹤0.01%	1482
2025 Q3	$271K	Hold	3,935	–	–	﹤0.01%	1523
2025 Q2	$258K	Hold	3,935	–	–	﹤0.01%	1508
2025 Q1	$233K	Buy	3,935 +256	+7%	+$15.8K	﹤0.01%	1439
2024 Q4	$225K	Buy	+3,679	New	+$227K	﹤0.01%	1429

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

Advisory Services Network's EPS Position: Q2 2026 in Review

Advisory Services Network held its WisdomTree US LargeCap Fund (EPS) position steady in Q2 2026 at 4,235 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #1674.

Advisory Services Network first reported a position in EPS in Q4 2024 and has held it in 7 quarters since. 175 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

Advisory Services Network held 4,235 shares of WisdomTree US LargeCap Fund worth $329K as of Q2 2026.
Advisory Services Network left its WisdomTree US LargeCap Fund share count unchanged in Q2 2026.
WisdomTree US LargeCap Fund made up ﹤0.01% of Advisory Services Network's portfolio in Q2 2026, its #1674 holding.
Advisory Services Network first reported a position in WisdomTree US LargeCap Fund in Q4 2024 and has held it in 7 quarters since.
175 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.