Focus Partners Wealth
EPS icon

Focus Partners Wealth’s WisdomTree US LargeCap Fund EPS Stock Holding History

Focus Partners Wealth’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 		$11M Sell
141,071
-352
-0.2% -$26.7K 0.01% 688
2026
Q1 		$9.63M Buy
141,423
+75
+0.1% +$5.31K 0.01% 731
2025
Q4 		$10M Buy
+141,348
New +$9.89M 0.01% 696

Other funds holding EPS

FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
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
IA
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 Partners Wealth's EPS Position: Q2 2026 in Review

Focus Partners Wealth reduced its WisdomTree US LargeCap Fund (EPS) stake by 0.25% in Q2 2026, selling an estimated $26.7K and leaving 141,071 shares worth $11M. The position accounts for 0.01% of the portfolio, ranked #688.

Focus Partners Wealth first reported a position in EPS in Q4 2025 and has held it in 3 quarters since. 174 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • Focus Partners Wealth held 141,071 shares of WisdomTree US LargeCap Fund worth $11M as of Q2 2026.
  • Focus Partners Wealth sold 352 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $26.7K.
  • WisdomTree US LargeCap Fund made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #688 holding.
  • Focus Partners Wealth first reported a position in WisdomTree US LargeCap Fund in Q4 2025 and has held it in 3 quarters since.
  • 174 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.