Focus Financial Network’s WisdomTree US LargeCap Fund EPS Stock Holding History

Focus Financial Network’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 Q2	$372K	Buy	4,787 +69	+1%	+$5.23K	0.01%	566
2026 Q1	$321K	Sell	4,718 -100	-2%	-$7.08K	0.01%	585
2025 Q4	$341K	Buy	4,818 +15	+0.3%	+$1.05K	0.01%	552
2025 Q3	$331K	Buy	4,803 +15	+0.3%	+$997	0.01%	570
2025 Q2	$306K	Buy	+4,788	New	+$286K	0.01%	564

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

GWAG

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PAG

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

Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Focus Financial Network's EPS Position: Q2 2026 in Review

Focus Financial Network increased its WisdomTree US LargeCap Fund (EPS) stake by 1.5% in Q2 2026, buying an estimated $5.23K and bringing the position to 4,787 shares worth $372K. The position accounts for 0.01% of the portfolio, ranked #566.

Focus Financial Network first reported a position in EPS in Q2 2025 and has held it in 5 quarters since. 175 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

Focus Financial Network held 4,787 shares of WisdomTree US LargeCap Fund worth $372K as of Q2 2026.
Focus Financial Network bought 69 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $5.23K.
WisdomTree US LargeCap Fund made up 0.01% of Focus Financial Network's portfolio in Q2 2026, its #566 holding.
Focus Financial Network first reported a position in WisdomTree US LargeCap Fund in Q2 2025 and has held it in 5 quarters since.
175 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.