Flagship Wealth Advisors’s WisdomTree US LargeCap Fund EPS Stock Holding History

Flagship Wealth 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 Q1	$4.92M	Sell	76,861 -120,058	-61%	-$8.5M	2.11%	12
2025 Q4	$14M	Buy	196,919 +40,200	+26%	+$2.81M	4.06%	5
2025 Q3	$10.8M	Buy	156,719 +69,459	+80%	+$4.62M	3.56%	6
2025 Q2	$5.59M	Buy	87,260 +7,634	+10%	+$456K	2.11%	12
2025 Q1	$4.72M	Buy	+79,626	New	+$4.93M	1.99%	13

Other funds holding EPS

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 $21.3B AUM 22.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $1.79B AUM 17.59% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

Flagship Wealth Advisors's EPS Position: Q1 2026 in Review

Flagship Wealth Advisors reduced its WisdomTree US LargeCap Fund (EPS) stake by 61% in Q1 2026, selling an estimated $8.5M and leaving 76,861 shares worth $4.92M. The position accounts for 2.11% of the portfolio, ranked #12.

Flagship Wealth Advisors first reported a position in EPS in Q1 2025 and has held it in 5 quarters since. The position peaked at $14M in Q4 2025. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

Flagship Wealth Advisors held 76,861 shares of WisdomTree US LargeCap Fund worth $4.92M as of Q1 2026.
Flagship Wealth Advisors sold 120,058 WisdomTree US LargeCap Fund shares in Q1 2026, an estimated $8.5M.
WisdomTree US LargeCap Fund made up 2.11% of Flagship Wealth Advisors's portfolio in Q1 2026, its #12 holding.
Flagship Wealth Advisors first reported a position in WisdomTree US LargeCap Fund in Q1 2025 and has held it in 5 quarters since.
Flagship Wealth Advisors's WisdomTree US LargeCap Fund position peaked at $14M in Q4 2025.
172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.