Axxcess Wealth Management’s WisdomTree US LargeCap Fund EPS Stock Holding History

Axxcess Wealth Management’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 Q3	$280K	Buy	3,498 +15	+0.4%	+$1.2K	0.01%	772
2026 Q2	$271K	Sell	3,483 -7	-0.2%	-$530	﹤0.01%	885
2026 Q1	$238K	Sell	3,490 -15	-0.4%	-$1.06K	0.01%	352
2025 Q4	$248K	Buy	3,505 +15	+0.4%	+$1.05K	﹤0.01%	913
2025 Q3	$241K	Sell	3,490 -71	-2%	-$4.72K	0.01%	832
2025 Q2	$228K	Buy	3,561 +49	+1%	+$2.92K	0.01%	801
2025 Q1	$208K	Buy	+3,512	New	+$217K	0.01%	804

Other funds holding EPS

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $253M AUM 9.36% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Axxcess Wealth Management's EPS Position: Q3 2026 in Review

Axxcess Wealth Management increased its WisdomTree US LargeCap Fund (EPS) stake by 0.43% in Q3 2026, buying an estimated $1.2K and bringing the position to 3,498 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #772.

Axxcess Wealth Management first reported a position in EPS in Q1 2025 and has held it in 7 quarters since. 151 funds tracked by Wall St. Rank hold EPS as of Q3 2026.

Axxcess Wealth Management held 3,498 shares of WisdomTree US LargeCap Fund worth $280K as of Q3 2026.
Axxcess Wealth Management bought 15 WisdomTree US LargeCap Fund shares in Q3 2026, an estimated $1.2K.
WisdomTree US LargeCap Fund made up 0.01% of Axxcess Wealth Management's portfolio in Q3 2026, its #772 holding.
Axxcess Wealth Management first reported a position in WisdomTree US LargeCap Fund in Q1 2025 and has held it in 7 quarters since.
151 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.