FFA
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Farther Finance Advisors’s WisdomTree US LargeCap Fund EPS Stock Holding History

Farther Finance 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 		$255K Sell
3,273
-11
-0.3% -$833 ﹤0.01% 2068
2026
Q1 		$225K Buy
+3,284
New +$232K ﹤0.01% 1937

Other funds holding EPS

TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
SFO
Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
LWM
LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Farther Finance Advisors's EPS Position: Q2 2026 in Review

Farther Finance Advisors reduced its WisdomTree US LargeCap Fund (EPS) stake by 0.33% in Q2 2026, selling an estimated $833 and leaving 3,273 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #2068.

Farther Finance Advisors first reported a position in EPS in Q1 2026 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • Farther Finance Advisors held 3,273 shares of WisdomTree US LargeCap Fund worth $255K as of Q2 2026.
  • Farther Finance Advisors sold 11 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $833.
  • WisdomTree US LargeCap Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2068 holding.
  • Farther Finance Advisors first reported a position in WisdomTree US LargeCap Fund in Q1 2026 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.