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

Bouchey 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	$557K	Hold	7,815	–	–	0.04%	91
2025 Q4	$554K	Hold	7,815	–	–	0.04%	82
2025 Q3	$539K	Hold	7,815	–	–	0.04%	76
2025 Q2	$500K	Hold	7,815	–	–	0.04%	80
2025 Q1	$463K	Hold	7,815	–	–	0.04%	76
2024 Q4	$478K	Hold	7,815	–	–	0.04%	78
2024 Q3	$469K	Hold	7,815	–	–	0.04%	88
2024 Q2	$444K	Hold	7,815	–	–	0.04%	87
2024 Q1	$433K	Hold	7,815	–	–	0.04%	87
2023 Q4	$392K	Hold	7,815	–	–	0.04%	90
2023 Q3	$358K	Buy	+7,815	New	+$369K	0.04%	84

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

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

Bouchey Financial Group held its WisdomTree US LargeCap Fund (EPS) position steady in Q1 2026 at 7,815 shares worth $557K. The position accounts for 0.04% of the portfolio, ranked #91.

Bouchey Financial Group first reported a position in EPS in Q3 2023 and has held it in 11 quarters since. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

Bouchey Financial Group held 7,815 shares of WisdomTree US LargeCap Fund worth $557K as of Q1 2026.
Bouchey Financial Group left its WisdomTree US LargeCap Fund share count unchanged in Q1 2026.
WisdomTree US LargeCap Fund made up 0.04% of Bouchey Financial Group's portfolio in Q1 2026, its #91 holding.
Bouchey Financial Group first reported a position in WisdomTree US LargeCap Fund in Q3 2023 and has held it in 11 quarters since.
172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

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