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 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

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B 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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B 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 $236M AUM 13.9% 1-Year Est. Return

Arkadios Wealth Advisors's EPS Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its WisdomTree US LargeCap Fund (EPS) stake by 11% in Q1 2026, selling an estimated $110K and leaving 12,037 shares worth $820K. The position accounts for 0.01% of the portfolio, ranked #885.

Arkadios Wealth Advisors first reported a position in EPS in Q4 2019 and has held it in 16 quarters since. The position peaked at $992K in Q3 2025. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

Arkadios Wealth Advisors held 12,037 shares of WisdomTree US LargeCap Fund worth $820K as of Q1 2026.
Arkadios Wealth Advisors sold 1,552 WisdomTree US LargeCap Fund shares in Q1 2026, an estimated $110K.
WisdomTree US LargeCap Fund made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #885 holding.
Arkadios Wealth Advisors first reported a position in WisdomTree US LargeCap Fund in Q4 2019 and has held it in 16 quarters since.
Arkadios Wealth Advisors's WisdomTree US LargeCap Fund position peaked at $992K in Q3 2025.
172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.