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

Berger 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 Q1	$554K	Buy	8,136 +7	+0.1%	+$495	0.03%	281
2025 Q4	$576K	Hold	8,129	–	–	0.03%	274
2025 Q3	$560K	Hold	8,129	–	–	0.03%	271
2025 Q2	$520K	Sell	8,129 -32	-0.4%	-$1.91K	0.03%	261
2025 Q1	$484K	Hold	8,161	–	–	0.03%	261
2024 Q4	$499K	Hold	8,161	–	–	0.03%	257
2024 Q3	$490K	Hold	8,161	–	–	0.04%	237
2024 Q2	$464K	Hold	8,161	–	–	0.04%	225
2024 Q1	$452K	Hold	8,161	–	–	0.04%	216
2023 Q4	$409K	Sell	8,161 -223	-3%	-$10.5K	0.04%	185
2023 Q3	$384K	Hold	8,384	–	–	0.04%	178
2023 Q2	$392K	Hold	8,384	–	–	0.04%	186
2023 Q1	$367K	Hold	8,384	–	–	0.04%	190
2022 Q4	$349K	Hold	8,384	–	–	0.05%	189
2022 Q3	$322K	Hold	8,384	–	–	0.05%	178
2022 Q2	$342K	Sell	8,384 -2,117	-20%	-$93.7K	0.05%	167
2022 Q1	$508K	Hold	10,501	–	–	0.06%	145
2021 Q4	$529K	Hold	10,501	–	–	0.07%	146
2021 Q3	$483K	Hold	10,501	–	–	0.09%	122
2021 Q2	$485K	Hold	10,501	–	–	0.09%	118
2021 Q1	$455K	Hold	10,501	–	–	0.1%	117
2020 Q4	$422K	Buy	+10,501	New	+$398K	0.07%	139

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

Berger Financial Group's EPS Position: Q1 2026 in Review

Berger Financial Group increased its WisdomTree US LargeCap Fund (EPS) stake by 0.09% in Q1 2026, buying an estimated $495 and bringing the position to 8,136 shares worth $554K. The position accounts for 0.03% of the portfolio, ranked #281.

Berger Financial Group first reported a position in EPS in Q4 2020 and has held it in 22 quarters since. The position peaked at $576K in Q4 2025. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

Berger Financial Group held 8,136 shares of WisdomTree US LargeCap Fund worth $554K as of Q1 2026.
Berger Financial Group bought 7 WisdomTree US LargeCap Fund shares in Q1 2026, an estimated $495.
WisdomTree US LargeCap Fund made up 0.03% of Berger Financial Group's portfolio in Q1 2026, its #281 holding.
Berger Financial Group first reported a position in WisdomTree US LargeCap Fund in Q4 2020 and has held it in 22 quarters since.
Berger Financial Group's WisdomTree US LargeCap Fund position peaked at $576K in Q4 2025.
172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.