Founders Financial Alliance’s WisdomTree US LargeCap Fund EPS Stock Holding History

Founders Financial Alliance’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	$293K	Buy	4,300 +48	+1%	+$3.4K	0.05%	301
2025 Q4	$301K	Buy	4,252 +185	+5%	+$12.9K	0.06%	283
2025 Q3	$280K	Buy	4,067 +524	+15%	+$34.8K	0.05%	298
2025 Q2	$227K	Buy	3,543 +584	+20%	+$34.9K	0.05%	296
2025 Q1	$175K	Buy	2,959 +1,124	+61%	+$69.6K	0.04%	350
2024 Q4	$112K	Buy	+1,835	New	+$113K	0.03%	311

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

Founders Financial Alliance's EPS Position: Q1 2026 in Review

Founders Financial Alliance increased its WisdomTree US LargeCap Fund (EPS) stake by 1.1% in Q1 2026, buying an estimated $3.4K and bringing the position to 4,300 shares worth $293K. The position accounts for 0.05% of the portfolio, ranked #301.

Founders Financial Alliance first reported a position in EPS in Q4 2024 and has held it in 6 quarters since. The position peaked at $301K in Q4 2025. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

Founders Financial Alliance held 4,300 shares of WisdomTree US LargeCap Fund worth $293K as of Q1 2026.
Founders Financial Alliance bought 48 WisdomTree US LargeCap Fund shares in Q1 2026, an estimated $3.4K.
WisdomTree US LargeCap Fund made up 0.05% of Founders Financial Alliance's portfolio in Q1 2026, its #301 holding.
Founders Financial Alliance first reported a position in WisdomTree US LargeCap Fund in Q4 2024 and has held it in 6 quarters since.
Founders Financial Alliance's WisdomTree US LargeCap Fund position peaked at $301K in Q4 2025.
172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.