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Defined Financial Planning’s WisdomTree US LargeCap Fund EPS Stock Holding History

Defined Financial Planning’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
2025
Q1 		– Sell
-17,220
Closed -$1.05M – 83
2024
Q4 		$1.05M Buy
+17,220
New +$1.06M 1.12% 25

Other funds holding EPS

FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
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
IA
Integrity Alliance Urbandale, Iowa $2.64B AUM 16.75% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Defined Financial Planning's EPS Position: Q1 2025 in Review

Defined Financial Planning sold out of WisdomTree US LargeCap Fund (EPS) in Q1 2025, closing a stake of 17,220 shares — an estimated $1.05M sold.

Defined Financial Planning first reported a position in EPS in Q4 2024 and held it in 1 quarter. The position peaked at $1.05M in Q4 2024. 147 funds tracked by Wall St. Rank hold EPS as of Q1 2025.

  • Defined Financial Planning reported no remaining WisdomTree US LargeCap Fund position as of Q1 2025 after selling out during the quarter.
  • Defined Financial Planning sold 17,220 WisdomTree US LargeCap Fund shares in Q1 2025, an estimated $1.05M.
  • Defined Financial Planning first reported a position in WisdomTree US LargeCap Fund in Q4 2024 and held it in 1 quarter.
  • Defined Financial Planning's WisdomTree US LargeCap Fund position peaked at $1.05M in Q4 2024.
  • 147 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2025.

Based on Defined Financial Planning's 13F filing for Q1 2025, filed 16 Apr 2025.