Focus Financial Network
EPS icon

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
Q3 		$380K Sell
4,758
-29
-0.6% -$2.31K 0.01% 565
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

WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
Maia Wealth
Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
LWM
LongView Wealth Management Atlanta, Georgia $415M AUM 12.41% 1-Year Est. Return
Beacon Financial Group
Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Focus Financial Network's EPS Position: Q3 2026 in Review

Focus Financial Network reduced its WisdomTree US LargeCap Fund (EPS) stake by 0.61% in Q3 2026, selling an estimated $2.31K and leaving 4,758 shares worth $380K. The position accounts for 0.01% of the portfolio, ranked #565.

Focus Financial Network first reported a position in EPS in Q2 2025 and has held it in 6 quarters since. 33 funds tracked by Wall St. Rank hold EPS as of Q3 2026.

  • Focus Financial Network held 4,758 shares of WisdomTree US LargeCap Fund worth $380K as of Q3 2026.
  • Focus Financial Network sold 29 WisdomTree US LargeCap Fund shares in Q3 2026, an estimated $2.31K.
  • WisdomTree US LargeCap Fund made up 0.01% of Focus Financial Network's portfolio in Q3 2026, its #565 holding.
  • Focus Financial Network first reported a position in WisdomTree US LargeCap Fund in Q2 2025 and has held it in 6 quarters since.
  • 33 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.