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

Beacon Investment Advisory Services’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 		$152K Hold
1,950
– – 0.01% 281
2026
Q1 		$133K Buy
+1,950
New +$138K 0.01% 294

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BFG
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LWM
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Wealth Enhancement Advisory Services
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MPW
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Beacon Investment Advisory Services's EPS Position: Q2 2026 in Review

Beacon Investment Advisory Services held its WisdomTree US LargeCap Fund (EPS) position steady in Q2 2026 at 1,950 shares worth $152K. The position accounts for 0.01% of the portfolio, ranked #281.

Beacon Investment Advisory Services first reported a position in EPS in Q1 2026 and has held it in 2 quarters since. 21 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • Beacon Investment Advisory Services held 1,950 shares of WisdomTree US LargeCap Fund worth $152K as of Q2 2026.
  • Beacon Investment Advisory Services left its WisdomTree US LargeCap Fund share count unchanged in Q2 2026.
  • WisdomTree US LargeCap Fund made up 0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #281 holding.
  • Beacon Investment Advisory Services first reported a position in WisdomTree US LargeCap Fund in Q1 2026 and has held it in 2 quarters since.
  • 21 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.