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 Q3	$20.5M	Buy	256,802 +22,822	+10%	+$1.82M	4.45%	3
2026 Q2	$18.2M	Buy	233,980 +157,119	+204%	+$11.9M	4.07%	5
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

Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $253M AUM 9.36% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Stenger Family Office Naperville, Illinois $728M AUM 21.16% 1-Year Est. Return

Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return

Flagship Wealth Advisors's EPS Position: Q3 2026 in Review

Flagship Wealth Advisors increased its WisdomTree US LargeCap Fund (EPS) stake by 9.8% in Q3 2026, buying an estimated $1.82M and bringing the position to 256,802 shares worth $20.5M. The position accounts for 4.45% of the portfolio, ranked #3.

Flagship Wealth Advisors first reported a position in EPS in Q1 2025 and has held it in 7 quarters since. 84 funds tracked by Wall St. Rank hold EPS as of Q3 2026.

Flagship Wealth Advisors held 256,802 shares of WisdomTree US LargeCap Fund worth $20.5M as of Q3 2026.
Flagship Wealth Advisors bought 22,822 WisdomTree US LargeCap Fund shares in Q3 2026, an estimated $1.82M.
WisdomTree US LargeCap Fund made up 4.45% of Flagship Wealth Advisors's portfolio in Q3 2026, its #3 holding.
Flagship Wealth Advisors first reported a position in WisdomTree US LargeCap Fund in Q1 2025 and has held it in 7 quarters since.
84 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q3 2026.

Based on Flagship Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.