FGAM
EPS icon

Financial Gravity Asset Management’s WisdomTree US LargeCap Fund EPS Stock Holding History

Financial Gravity Asset Management’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 		$19.5M Buy
286,548
+10,480
+4% +$742K 3.47% 5
2025
Q4 		$19.6M Buy
276,068
+12,066
+5% +$844K 3.77% 4
2025
Q3 		$18.2M Buy
+264,002
New +$17.6M 3.6% 4
2025
Q1 		$15.5M Buy
+260,707
New +$16.1M 3.37% 5
2024
Q2 		$14.9M Sell
263,169
-242,815
-48% -$13.4M 3.72% 4
2024
Q1 		$26.7M Sell
505,984
-2,786,243
-85% -$146M 3.58% 4
2023
Q4 		$137M Buy
3,292,227
+249,679
+8% +$11.8M 1.45% 16
2023
Q3 		$124M Buy
3,042,548
+2,914,774
+2,281% +$138M 1.37% 18
2023
Q2 		$5.97K Buy
127,774
+10,716
+9% +$478K 0.02% 448
2023
Q1 		$5.11K Buy
117,058
+72,026
+160% +$3.11M 0.16% 147
2022
Q4 		$1.87K Sell
45,032
-17
-0% -$707 0.01% 553
2022
Q3 		$1.73K Sell
45,049
-49,195
-52% -$2.1M 0.06% 313
2022
Q2 		$3.84K Buy
94,244
+47,688
+102% +$2.11M 0.12% 187
2022
Q1 		$2.25K Sell
46,556
-7,691
-14% -$368K 0.06% 279
2021
Q4 		$2.54K Buy
54,247
+90
+0.2% +$4.39K 0.06% 312
2021
Q3 		$2.49M Sell
54,157
-30,667
-36% -$1.45M 1.17% 17
2021
Q2 		$3.92M Buy
84,824
+2,091
+3% +$95.1K 1.4% 14
2021
Q1 		$3.59K Buy
82,733
+18,135
+28% +$756K 0.07% 175
2020
Q4 		$2.59M Buy
+64,598
New +$2.45M 2.37% 13
2020
Q2 		– Sell
-22,387
Closed -$629 – 271
2020
Q1 		$629 Buy
22,387
+21,603
+2,755% +$737K ﹤0.01% 522
2019
Q4 		$29K Hold
784
– – 0.02% 872
2019
Q3 		$26K Buy
+784
New +$26K 0.02% 407

Other funds holding EPS

FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
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 $21.8B AUM 28.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

Financial Gravity Asset Management's EPS Position: Q1 2026 in Review

Financial Gravity Asset Management increased its WisdomTree US LargeCap Fund (EPS) stake by 3.8% in Q1 2026, buying an estimated $742K and bringing the position to 286,548 shares worth $19.5M. The position accounts for 3.47% of the portfolio, ranked #5.

Financial Gravity Asset Management first reported a position in EPS in Q3 2019 and has held it in 22 quarters since. The position peaked at $137M in Q4 2023. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

  • Financial Gravity Asset Management held 286,548 shares of WisdomTree US LargeCap Fund worth $19.5M as of Q1 2026.
  • Financial Gravity Asset Management bought 10,480 WisdomTree US LargeCap Fund shares in Q1 2026, an estimated $742K.
  • WisdomTree US LargeCap Fund made up 3.47% of Financial Gravity Asset Management's portfolio in Q1 2026, its #5 holding.
  • Financial Gravity Asset Management first reported a position in WisdomTree US LargeCap Fund in Q3 2019 and has held it in 22 quarters since.
  • Financial Gravity Asset Management's WisdomTree US LargeCap Fund position peaked at $137M in Q4 2023.
  • 172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.