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

Beacon Financial Group’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
Q2 		$2.91M Sell
37,449
-509
-1% -$38.6K 0.26% 86
2026
Q1 		$2.59M Sell
37,958
-587
-2% -$41.5K 0.26% 91
2025
Q4 		$2.73M Sell
38,545
-321
-0.8% -$22.4K 0.27% 88
2025
Q3 		$2.68M Sell
38,866
-7,091
-15% -$471K 0.26% 92
2025
Q2 		$2.94M Sell
45,957
-36
-0.1% -$2.15K 0.31% 84
2025
Q1 		$2.73M Sell
45,993
-3,140
-6% -$194K 0.3% 90
2024
Q4 		$3.01M Sell
49,133
-2,470
-5% -$153K 0.32% 77
2024
Q3 		$3.1M Sell
51,603
-1,187
-2% -$68.7K 0.34% 76
2024
Q2 		$3M Sell
52,790
-979
-2% -$54K 0.34% 78
2024
Q1 		$2.98M Sell
53,769
-2,720
-5% -$143K 0.34% 80
2023
Q4 		$2.83M Buy
56,489
+12,195
+28% +$576K 0.35% 79
2023
Q3 		$2.12M Sell
44,294
-3,561
-7% -$168K 0.3% 88
2023
Q2 		$2.21M Sell
47,855
-18
-0% -$803 0.3% 89
2023
Q1 		$2.1M Sell
47,873
-30
-0.1% -$1.29K 0.29% 90
2022
Q4 		$1.99M Sell
47,903
-895
-2% -$37.2K 0.27% 91
2022
Q3 		$1.9M Sell
48,798
-229,291
-82% -$9.78M 0.3% 85
2022
Q2 		$11.6M Sell
278,089
-136,192
-33% -$6.03M 1.73% 9
2022
Q1 		$20.3M Sell
414,281
-236,938
-36% -$11.3M 2.7% 4
2021
Q4 		$33.1M Sell
651,219
-3,120
-0.5% -$152K 4.3% 2
2021
Q3 		$30.5M Sell
654,339
-19,125
-3% -$906K 4.09% 3
2021
Q2 		$31.3M Sell
673,464
-204,610
-23% -$9.31M 4.43% 1
2021
Q1 		$36.1M Hold
878,074
– – 5.65% 1
2020
Q4 		$36.1M Buy
878,074
+2,996
+0.3% +$114K 5.65% 1
2020
Q3 		$31M Buy
875,078
+194,855
+29% +$6.86M 5.54% 1
2020
Q2 		$22.3M Buy
+680,223
New +$21.6M 4.3% 2

Other funds holding EPS

FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Beacon Financial Group's EPS Position: Q2 2026 in Review

Beacon Financial Group reduced its WisdomTree US LargeCap Fund (EPS) stake by 1.3% in Q2 2026, selling an estimated $38.6K and leaving 37,449 shares worth $2.91M. The position accounts for 0.26% of the portfolio, ranked #86.

Beacon Financial Group first reported a position in EPS in Q2 2020 and has held it in 25 quarters since. The position peaked at $36.1M in Q1 2021. 174 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • Beacon Financial Group held 37,449 shares of WisdomTree US LargeCap Fund worth $2.91M as of Q2 2026.
  • Beacon Financial Group sold 509 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $38.6K.
  • WisdomTree US LargeCap Fund made up 0.26% of Beacon Financial Group's portfolio in Q2 2026, its #86 holding.
  • Beacon Financial Group first reported a position in WisdomTree US LargeCap Fund in Q2 2020 and has held it in 25 quarters since.
  • Beacon Financial Group's WisdomTree US LargeCap Fund position peaked at $36.1M in Q1 2021.
  • 174 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.