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 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

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

Axxcess Wealth Management's EPS Position: Q1 2026 in Review

Axxcess Wealth Management reduced its WisdomTree US LargeCap Fund (EPS) stake by 0.43% in Q1 2026, selling an estimated $1.06K and leaving 3,490 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #352.

Axxcess Wealth Management first reported a position in EPS in Q1 2025 and has held it in 5 quarters since. The position peaked at $248K in Q4 2025. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

Axxcess Wealth Management held 3,490 shares of WisdomTree US LargeCap Fund worth $238K as of Q1 2026.
Axxcess Wealth Management sold 15 WisdomTree US LargeCap Fund shares in Q1 2026, an estimated $1.06K.
WisdomTree US LargeCap Fund made up 0.01% of Axxcess Wealth Management's portfolio in Q1 2026, its #352 holding.
Axxcess Wealth Management first reported a position in WisdomTree US LargeCap Fund in Q1 2025 and has held it in 5 quarters since.
Axxcess Wealth Management's WisdomTree US LargeCap Fund position peaked at $248K in Q4 2025.
172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.