AF
EPS icon

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
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 $8.46B AUM 21.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B 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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B 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 $220M AUM 10.84% 1-Year Est. Return