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Brand Asset Management Group’s WisdomTree US LargeCap Fund EPS Stock Holding History

Brand Asset Management 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 		$607K Sell
7,802
-101
-1% -$7.65K 0.13% 110
2026
Q1 		$538K Sell
7,903
-485
-6% -$34.3K 0.14% 97
2025
Q4 		$594K Sell
8,388
-318
-4% -$22.2K 0.17% 78
2025
Q3 		$600K Buy
+8,706
New +$579K 0.17% 78

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

Brand Asset Management Group's EPS Position: Q2 2026 in Review

Brand Asset Management Group reduced its WisdomTree US LargeCap Fund (EPS) stake by 1.3% in Q2 2026, selling an estimated $7.65K and leaving 7,802 shares worth $607K. The position accounts for 0.13% of the portfolio, ranked #110.

Brand Asset Management Group first reported a position in EPS in Q3 2025 and has held it in 4 quarters since. 175 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • Brand Asset Management Group held 7,802 shares of WisdomTree US LargeCap Fund worth $607K as of Q2 2026.
  • Brand Asset Management Group sold 101 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $7.65K.
  • WisdomTree US LargeCap Fund made up 0.13% of Brand Asset Management Group's portfolio in Q2 2026, its #110 holding.
  • Brand Asset Management Group first reported a position in WisdomTree US LargeCap Fund in Q3 2025 and has held it in 4 quarters since.
  • 175 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Brand Asset Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.