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Allworth Financial’s WisdomTree US LargeCap Fund EPS Stock Holding History

Allworth Financial’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 		$62.7K Hold
806
– – ﹤0.01% 2284
2026
Q1 		$54.9K Hold
806
– – ﹤0.01% 2256
2025
Q4 		$57.1K Sell
806
-227
-22% -$15.9K ﹤0.01% 2110
2025
Q3 		$71.2K Sell
1,033
-849
-45% -$56.4K ﹤0.01% 1879
2025
Q2 		$120K Buy
1,882
+1
+0.1% +$60 ﹤0.01% 1446
2025
Q1 		$108K Buy
1,881
+851
+83% +$52.7K ﹤0.01% 1189
2024
Q4 		$65.3K Buy
1,030
+645
+168% +$39.9K ﹤0.01% 1447
2024
Q3 		$23.1K Hold
385
– – ﹤0.01% 1821
2024
Q2 		$22.1K Hold
385
– – ﹤0.01% 1818
2024
Q1 		$21.3K Hold
385
– – ﹤0.01% 1736
2023
Q4 		$19.3K Buy
+385
New +$18.2K ﹤0.01% 1670

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

Allworth Financial's EPS Position: Q2 2026 in Review

Allworth Financial held its WisdomTree US LargeCap Fund (EPS) position steady in Q2 2026 at 806 shares worth $62.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2284.

Allworth Financial first reported a position in EPS in Q4 2023 and has held it in 11 quarters since. The position peaked at $120K in Q2 2025. 174 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • Allworth Financial held 806 shares of WisdomTree US LargeCap Fund worth $62.7K as of Q2 2026.
  • Allworth Financial left its WisdomTree US LargeCap Fund share count unchanged in Q2 2026.
  • WisdomTree US LargeCap Fund made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2284 holding.
  • Allworth Financial first reported a position in WisdomTree US LargeCap Fund in Q4 2023 and has held it in 11 quarters since.
  • Allworth Financial's WisdomTree US LargeCap Fund position peaked at $120K in Q2 2025.
  • 174 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.