AWA
EPS icon

Arkadios Wealth Advisors’s WisdomTree US LargeCap Fund EPS Stock Holding History

Arkadios Wealth Advisors’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 		$953K Buy
12,245
+208
+2% +$15.8K 0.01% 825
2026
Q1 		$820K Sell
12,037
-1,552
-11% -$110K 0.01% 885
2025
Q4 		$963K Sell
13,589
-799
-6% -$55.9K 0.02% 718
2025
Q3 		$992K Buy
14,388
+710
+5% +$47.2K 0.02% 640
2025
Q2 		$876K Buy
13,678
+270
+2% +$16.1K 0.03% 616
2025
Q1 		$795K Buy
+13,408
New +$830K 0.03% 532
2023
Q2 		– Sell
-5,391
Closed -$236K – 621
2023
Q1 		$236K Buy
5,391
+241
+5% +$10.4K 0.03% 512
2022
Q4 		$214K Buy
+5,150
New +$214K 0.03% 509
2022
Q3 		– Sell
-5,666
Closed -$231K – 538
2022
Q2 		$231K Sell
5,666
-1,049
-16% -$46.4K 0.03% 471
2022
Q1 		$325K Sell
6,715
-1,718
-20% -$82.3K 0.04% 409
2021
Q4 		$425K Sell
8,433
-4,075
-33% -$199K 0.06% 363
2021
Q3 		$575K Sell
12,508
-1,519
-11% -$72K 0.08% 262
2021
Q2 		$648K Sell
14,027
-1,618
-10% -$73.6K 0.08% 277
2021
Q1 		$678K Buy
15,645
+5,280
+51% +$220K 0.11% 208
2020
Q4 		$416K Buy
+10,365
New +$393K 0.09% 220
2020
Q2 		– Sell
-671
Closed -$18.9K – 1003
2020
Q1 		$18.9K Sell
671
-557
-45% -$19K 0.01% 498
2019
Q4 		$46.5K Buy
+1,228
New +$43K 0.03% 319

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

Arkadios Wealth Advisors's EPS Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its WisdomTree US LargeCap Fund (EPS) stake by 1.7% in Q2 2026, buying an estimated $15.8K and bringing the position to 12,245 shares worth $953K. The position accounts for 0.01% of the portfolio, ranked #825.

Arkadios Wealth Advisors first reported a position in EPS in Q4 2019 and has held it in 17 quarters since. The position peaked at $992K in Q3 2025. 175 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • Arkadios Wealth Advisors held 12,245 shares of WisdomTree US LargeCap Fund worth $953K as of Q2 2026.
  • Arkadios Wealth Advisors bought 208 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $15.8K.
  • WisdomTree US LargeCap Fund made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #825 holding.
  • Arkadios Wealth Advisors first reported a position in WisdomTree US LargeCap Fund in Q4 2019 and has held it in 17 quarters since.
  • Arkadios Wealth Advisors's WisdomTree US LargeCap Fund position peaked at $992K in Q3 2025.
  • 175 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.