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

Ameritas Advisory Services’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	$8.35M	Buy	107,375 +90,485	+536%	+$6.85M	0.17%	119
2026 Q1	$1.15M	Sell	16,890 -2,074	-11%	-$147K	0.04%	339
2025 Q4	$1.34M	Buy	+18,964	New	+$1.33M	0.05%	309

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

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

Ameritas Advisory Services increased its WisdomTree US LargeCap Fund (EPS) stake by 536% in Q2 2026, buying an estimated $6.85M and bringing the position to 107,375 shares worth $8.35M. The position accounts for 0.17% of the portfolio, ranked #119.

Ameritas Advisory Services first reported a position in EPS in Q4 2025 and has held it in 3 quarters since. 175 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

Ameritas Advisory Services held 107,375 shares of WisdomTree US LargeCap Fund worth $8.35M as of Q2 2026.
Ameritas Advisory Services bought 90,485 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $6.85M.
WisdomTree US LargeCap Fund made up 0.17% of Ameritas Advisory Services's portfolio in Q2 2026, its #119 holding.
Ameritas Advisory Services first reported a position in WisdomTree US LargeCap Fund in Q4 2025 and has held it in 3 quarters since.
175 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.