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

Financial Gravity Companies’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
2025
Q2 		$17.8M Buy
+277,453
New +$16.6M 3.49% 4
2024
Q4 		$14.7M Buy
241,029
+8,759
+4% +$541K 3.37% 4
2024
Q3 		$13.9M Buy
+232,270
New +$13.4M 3.73% 7

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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 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
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Financial Gravity Companies's EPS Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in WisdomTree US LargeCap Fund (EPS) in Q2 2025: 277,453 shares worth $17.8M. The stake represents 3.49% of the portfolio and ranks #4 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in EPS as recently as Q4 2024.

Financial Gravity Companies first reported a position in EPS in Q3 2024 and has held it in 3 quarters since. 148 funds tracked by Wall St. Rank hold EPS as of Q2 2025.

  • Financial Gravity Companies held 277,453 shares of WisdomTree US LargeCap Fund worth $17.8M as of Q2 2025.
  • WisdomTree US LargeCap Fund was a new Financial Gravity Companies position in Q2 2025.
  • WisdomTree US LargeCap Fund made up 3.49% of Financial Gravity Companies's portfolio in Q2 2025, its #4 holding.
  • Financial Gravity Companies first reported a position in WisdomTree US LargeCap Fund in Q3 2024 and has held it in 3 quarters since.
  • 148 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.