FFA
EPS icon

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
Q3 		$244K Sell
3,047
-226
-7% -$18K ﹤0.01% 2137
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

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
EGA
E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
IA
IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Farther Finance Advisors's EPS Position: Q3 2026 in Review

Farther Finance Advisors reduced its WisdomTree US LargeCap Fund (EPS) stake by 6.9% in Q3 2026, selling an estimated $18K and leaving 3,047 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #2137.

Farther Finance Advisors first reported a position in EPS in Q1 2026 and has held it in 3 quarters since. The position peaked at $255K in Q2 2026. 17 funds tracked by Wall St. Rank hold EPS as of Q3 2026.

  • Farther Finance Advisors held 3,047 shares of WisdomTree US LargeCap Fund worth $244K as of Q3 2026.
  • Farther Finance Advisors sold 226 WisdomTree US LargeCap Fund shares in Q3 2026, an estimated $18K.
  • WisdomTree US LargeCap Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2137 holding.
  • Farther Finance Advisors first reported a position in WisdomTree US LargeCap Fund in Q1 2026 and has held it in 3 quarters since.
  • Farther Finance Advisors's WisdomTree US LargeCap Fund position peaked at $255K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.