Beacon Financial Advisory’s WisdomTree US LargeCap Fund EPS Stock Holding History

Beacon Financial Advisory’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	$975K	Sell	12,196 -1,750	-13%	-$140K	0.18%	141
2026 Q2	$1.08M	Sell	13,946 -442	-3%	-$33.5K	0.21%	129
2026 Q1	$980K	Sell	14,388 -1,155	-7%	-$81.7K	0.22%	119
2025 Q4	$1.1M	Sell	15,543 -1,964	-11%	-$137K	0.26%	96
2025 Q3	$1.21M	Sell	17,507 -2,854	-14%	-$190K	0.28%	94
2025 Q2	$1.3M	Sell	20,361 -3,387	-14%	-$202K	0.34%	77
2025 Q1	$1.41M	Buy	23,748 +13,894	+141%	+$860K	0.43%	51
2024 Q4	$603K	Buy	9,854 +2,929	+42%	+$181K	0.2%	143
2024 Q3	$416K	Buy	6,925 +1,917	+38%	+$111K	0.14%	178
2024 Q2	$285K	Buy	+5,008	New	+$276K	0.11%	219

Other funds holding EPS

LPL Financial San Diego, California $468B AUM 17.69% 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

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

IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return

Flagship Wealth Advisors Wakefield, Massachusetts $461M AUM 17.89% 1-Year Est. Return

Beacon Financial Advisory's EPS Position: Q3 2026 in Review

Beacon Financial Advisory reduced its WisdomTree US LargeCap Fund (EPS) stake by 13% in Q3 2026, selling an estimated $140K and leaving 12,196 shares worth $975K. The position accounts for 0.18% of the portfolio, ranked #141.

Beacon Financial Advisory first reported a position in EPS in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.41M in Q1 2025. 112 funds tracked by Wall St. Rank hold EPS as of Q3 2026.

Beacon Financial Advisory held 12,196 shares of WisdomTree US LargeCap Fund worth $975K as of Q3 2026.
Beacon Financial Advisory sold 1,750 WisdomTree US LargeCap Fund shares in Q3 2026, an estimated $140K.
WisdomTree US LargeCap Fund made up 0.18% of Beacon Financial Advisory's portfolio in Q3 2026, its #141 holding.
Beacon Financial Advisory first reported a position in WisdomTree US LargeCap Fund in Q2 2024 and has held it in 10 quarters since.
Beacon Financial Advisory's WisdomTree US LargeCap Fund position peaked at $1.41M in Q1 2025.
112 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.