Essential Planning’s WisdomTree US LargeCap Fund EPS Stock Holding History

Essential 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
2026 Q1	$710K	Buy	10,425 +1	+0%	+$71	0.23%	40
2025 Q4	$739K	Sell	10,424 -491	-4%	-$34.3K	0.24%	39
2025 Q3	$752K	Buy	10,915 +1	+0%	+$66	0.26%	40
2025 Q2	$699K	Buy	10,914 +1	+0%	+$60	0.26%	37
2025 Q1	$647K	Sell	10,913 -730,498	-99%	-$45.2M	0.26%	39
2024 Q4	$45.8M	Buy	741,411 +729,459	+6,103%	+$45.1M	0.3%	31
2024 Q3	$718K	Sell	11,952 -656	-5%	-$38K	0.29%	32
2024 Q2	$717K	Sell	12,608 -1,326	-10%	-$73.2K	0.32%	31
2024 Q1	$698K	Hold	13,934	–	–	0.35%	30
2023 Q4	$698K	Sell	13,934 -290	-2%	-$13.7K	0.35%	30
2023 Q3	$651K	Sell	14,224 -1,592	-10%	-$75.2K	0.36%	28
2023 Q2	$739K	Sell	15,816 -326	-2%	-$14.6K	0.42%	25
2023 Q1	$706K	Sell	16,142 -7,635	-32%	-$330K	0.43%	25
2022 Q4	$908K	Buy	+23,777	New	+$989K	0.7%	21

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

Essential Planning's EPS Position: Q1 2026 in Review

Essential Planning increased its WisdomTree US LargeCap Fund (EPS) stake by 0.01% in Q1 2026, buying an estimated $71 and bringing the position to 10,425 shares worth $710K. The position accounts for 0.23% of the portfolio, ranked #40.

Essential Planning first reported a position in EPS in Q4 2022 and has held it in 14 quarters since. The position peaked at $45.8M in Q4 2024. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

Essential Planning held 10,425 shares of WisdomTree US LargeCap Fund worth $710K as of Q1 2026.
Essential Planning bought 1 WisdomTree US LargeCap Fund share in Q1 2026, an estimated $71.
WisdomTree US LargeCap Fund made up 0.23% of Essential Planning's portfolio in Q1 2026, its #40 holding.
Essential Planning first reported a position in WisdomTree US LargeCap Fund in Q4 2022 and has held it in 14 quarters since.
Essential Planning's WisdomTree US LargeCap Fund position peaked at $45.8M in Q4 2024.
172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Essential Planning's 13F filing for Q1 2026, filed 23 Apr 2026.