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 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

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

Beacon Financial Advisory's EPS Position: Q1 2026 in Review

Beacon Financial Advisory reduced its WisdomTree US LargeCap Fund (EPS) stake by 7.4% in Q1 2026, selling an estimated $81.7K and leaving 14,388 shares worth $980K. The position accounts for 0.22% of the portfolio, ranked #119.

Beacon Financial Advisory first reported a position in EPS in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.41M in Q1 2025. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

Beacon Financial Advisory held 14,388 shares of WisdomTree US LargeCap Fund worth $980K as of Q1 2026.
Beacon Financial Advisory sold 1,155 WisdomTree US LargeCap Fund shares in Q1 2026, an estimated $81.7K.
WisdomTree US LargeCap Fund made up 0.22% of Beacon Financial Advisory's portfolio in Q1 2026, its #119 holding.
Beacon Financial Advisory first reported a position in WisdomTree US LargeCap Fund in Q2 2024 and has held it in 8 quarters since.
Beacon Financial Advisory's WisdomTree US LargeCap Fund position peaked at $1.41M in Q1 2025.
172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.