FFA
EPS icon

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
Q2 		$337K Buy
4,327
+27
+0.6% +$2.04K 0.04% 319
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

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

Founders Financial Alliance's EPS Position: Q2 2026 in Review

Founders Financial Alliance increased its WisdomTree US LargeCap Fund (EPS) stake by 0.63% in Q2 2026, buying an estimated $2.04K and bringing the position to 4,327 shares worth $337K. The position accounts for 0.04% of the portfolio, ranked #319.

Founders Financial Alliance first reported a position in EPS in Q4 2024 and has held it in 7 quarters since. 175 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • Founders Financial Alliance held 4,327 shares of WisdomTree US LargeCap Fund worth $337K as of Q2 2026.
  • Founders Financial Alliance bought 27 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $2.04K.
  • WisdomTree US LargeCap Fund made up 0.04% of Founders Financial Alliance's portfolio in Q2 2026, its #319 holding.
  • Founders Financial Alliance first reported a position in WisdomTree US LargeCap Fund in Q4 2024 and has held it in 7 quarters since.
  • 175 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.