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BFC Planning, Inc.’s WisdomTree US LargeCap Fund EPS Stock Holding History

BFC Planning, Inc.’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 		$6.19M Buy
79,535
+2,098
+3% +$159K 0.25% 86
2026
Q1 		$5.27M Buy
77,437
+1,633
+2% +$116K 0.24% 83
2025
Q4 		$5.37M Buy
+75,804
New +$5.3M 0.24% 88

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Garrett Wealth Advisory Group
Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Integrity Alliance
Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

BFC Planning, Inc.'s EPS Position: Q2 2026 in Review

BFC Planning, Inc. increased its WisdomTree US LargeCap Fund (EPS) stake by 2.7% in Q2 2026, buying an estimated $159K and bringing the position to 79,535 shares worth $6.19M. The position accounts for 0.25% of the portfolio, ranked #86.

BFC Planning, Inc. first reported a position in EPS in Q4 2025 and has held it in 3 quarters since. 176 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • BFC Planning, Inc. held 79,535 shares of WisdomTree US LargeCap Fund worth $6.19M as of Q2 2026.
  • BFC Planning, Inc. bought 2,098 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $159K.
  • WisdomTree US LargeCap Fund made up 0.25% of BFC Planning, Inc.'s portfolio in Q2 2026, its #86 holding.
  • BFC Planning, Inc. first reported a position in WisdomTree US LargeCap Fund in Q4 2025 and has held it in 3 quarters since.
  • 176 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.