EP
EPS icon

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
Q2 		$779K Sell
10,012
-413
-4% -$31.3K 0.22% 42
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

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

Essential Planning's EPS Position: Q2 2026 in Review

Essential Planning reduced its WisdomTree US LargeCap Fund (EPS) stake by 4% in Q2 2026, selling an estimated $31.3K and leaving 10,012 shares worth $779K. The position accounts for 0.22% of the portfolio, ranked #42.

Essential Planning first reported a position in EPS in Q4 2022 and has held it in 15 quarters since. The position peaked at $45.8M in Q4 2024. 175 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • Essential Planning held 10,012 shares of WisdomTree US LargeCap Fund worth $779K as of Q2 2026.
  • Essential Planning sold 413 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $31.3K.
  • WisdomTree US LargeCap Fund made up 0.22% of Essential Planning's portfolio in Q2 2026, its #42 holding.
  • Essential Planning first reported a position in WisdomTree US LargeCap Fund in Q4 2022 and has held it in 15 quarters since.
  • Essential Planning's WisdomTree US LargeCap Fund position peaked at $45.8M in Q4 2024.
  • 175 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Essential Planning's 13F filing for Q2 2026, filed 3 Aug 2026.