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	Buy	263,169 +13,490	+5%	+$745K	3.72%	4
2024 Q1	$12.5M	Hold	249,679	–	–	3.52%	8
2023 Q4	$12.5M	Buy	+249,679	New	+$11.8M	3.52%	8
2021 Q3	$2.49M	Sell	54,157 -30,667	-36%	-$1.45M	1.17%	17
2021 Q2	$3.92M	Buy	+84,824	New	+$3.86M	1.4%	14
2020 Q4	$2.59M	Buy	+64,598	New	+$2.45M	2.37%	13
2019 Q4	$29K	Hold	784	–	–	0.02%	872
2019 Q3	$26K	Buy	+784	New	+$26K	0.02%	407

Other funds holding EPS

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

GWAG

Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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 $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 12 quarters since. The position peaked at $19.6M in Q4 2025. 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 12 quarters since.
Financial Gravity Asset Management's WisdomTree US LargeCap Fund position peaked at $19.6M in Q4 2025.
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.