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E&G Advisors’s WisdomTree US LargeCap Fund EPS Stock Holding History

E&G Advisors’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 		$594K Buy
7,630
+225
+3% +$17K 0.11% 128
2026
Q1 		$504K Hold
7,405
– – 0.11% 137
2025
Q4 		$525K Buy
7,405
+130
+2% +$9.09K 0.12% 128
2025
Q3 		$502K Buy
7,275
+50
+0.7% +$3.32K 0.12% 130
2025
Q2 		$462K Buy
7,225
+60
+0.8% +$3.58K 0.12% 127
2025
Q1 		$425K Buy
7,165
+110
+2% +$6.81K 0.12% 132
2024
Q4 		$432K Buy
7,055
+25
+0.4% +$1.54K 0.12% 136
2024
Q3 		$422K Buy
7,030
+10
+0.1% +$579 0.12% 136
2024
Q2 		$399K Buy
7,020
+75
+1% +$4.14K 0.12% 136
2024
Q1 		$385K Buy
6,945
+55
+0.8% +$2.88K 0.12% 134
2023
Q4 		$345K Buy
6,890
+10
+0.1% +$472 0.12% 138
2023
Q3 		$315K Hold
6,880
– – 0.12% 149
2023
Q2 		$321K Buy
6,880
+10
+0.1% +$446 0.11% 148
2023
Q1 		$300K Hold
6,870
– – 0.11% 153
2022
Q4 		$286K Hold
6,870
– – 0.11% 162
2022
Q3 		$264K Sell
6,870
-5
-0.1% -$213 0.1% 166
2022
Q2 		$280K Hold
6,875
– – 0.09% 167
2022
Q1 		$332K Hold
6,875
– – 0.09% 169
2021
Q4 		$346K Buy
6,875
+15
+0.2% +$731 0.09% 166
2021
Q3 		$315K Buy
+6,860
New +$325K 0.09% 171
2021
Q2 		– Sell
-6,255
Closed -$285K – 170
2021
Q1 		$271K Buy
6,255
+260
+4% +$10.8K 0.08% 176
2020
Q4 		$241K Buy
5,995
+205
+4% +$7.77K 0.07% 174
2020
Q3 		$205K Buy
+5,790
New +$204K 0.07% 177
2020
Q1 		– Sell
-6,065
Closed -$223K – 176
2019
Q4 		$223K Buy
+6,065
New +$212K 0.08% 180

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

E&G Advisors's EPS Position: Q2 2026 in Review

E&G Advisors increased its WisdomTree US LargeCap Fund (EPS) stake by 3% in Q2 2026, buying an estimated $17K and bringing the position to 7,630 shares worth $594K. The position accounts for 0.11% of the portfolio, ranked #128.

E&G Advisors first reported a position in EPS in Q4 2019 and has held it in 24 quarters since. 175 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • E&G Advisors held 7,630 shares of WisdomTree US LargeCap Fund worth $594K as of Q2 2026.
  • E&G Advisors bought 225 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $17K.
  • WisdomTree US LargeCap Fund made up 0.11% of E&G Advisors's portfolio in Q2 2026, its #128 holding.
  • E&G Advisors first reported a position in WisdomTree US LargeCap Fund in Q4 2019 and has held it in 24 quarters since.
  • 175 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on E&G Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.