Global Retirement Partners’s WisdomTree US LargeCap Fund EPS Stock Holding History

Global Retirement Partners’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	$1.82M	Buy	+23,401	New	+$1.77M	0.03%	521
2025 Q4	$1.48M	Sell	20,879 -233	-1%	-$16.3K	0.03%	530
2025 Q3	$1.46M	Buy	21,112 +2	+0%	+$133	0.03%	432
2025 Q2	$1.35M	Buy	+21,110	New	+$1.26M	0.03%	419
2024 Q4	$1.08M	Sell	17,670 -1,676	-9%	-$104K	0.03%	431
2024 Q3	$1.16M	Buy	19,346 +8,196	+74%	+$474K	0.04%	410
2024 Q2	$634K	Buy	11,150 +7,500	+205%	+$414K	0.02%	542
2024 Q1	$202K	Hold	3,650	–	–	0.01%	787
2023 Q4	$182K	Hold	3,650	–	–	0.01%	792
2023 Q3	$165K	Sell	3,650 -5,100	-58%	-$241K	0.01%	743
2023 Q2	$409K	Hold	8,750	–	–	0.02%	499
2023 Q1	$380K	Buy	8,750 +2,400	+38%	+$104K	0.02%	487
2022 Q4	$264K	Sell	6,350 -19,000	-75%	-$791K	0.02%	515
2022 Q3	$1.06M	Sell	25,350 -5,500	-18%	-$235K	0.08%	241
2022 Q2	$1.26M	Buy	30,850 +26,850	+671%	+$1.19M	0.1%	208
2022 Q1	$171K	Buy	+4,000	New	+$192K	0.01%	591
2021 Q4	–	Sell	-6,000	Closed	-$276K	–	664
2021 Q3	$276K	Hold	6,000	–	–	0.03%	409
2021 Q2	$277K	Hold	6,000	–	–	0.03%	399
2021 Q1	$260K	Hold	6,000	–	–	0.03%	367
2020 Q4	$241K	Hold	6,000	–	–	0.03%	364
2020 Q3	$213K	Sell	6,000 -7,500	-56%	-$264K	0.03%	350
2020 Q2	$448K	Sell	13,500 -1,050	-7%	-$33.3K	0.07%	238
2020 Q1	$409K	Hold	14,550	–	–	0.08%	217
2019 Q4	$534K	Hold	14,550	–	–	0.08%	221
2019 Q3	$488K	Hold	14,550	–	–	0.08%	219
2019 Q2	$478K	Hold	14,550	–	–	0.09%	188
2019 Q1	$463K	Hold	14,550	–	–	0.11%	164
2018 Q4	$410K	Hold	14,550	–	–	0.1%	192
2018 Q3	$475K	Hold	14,550	–	–	0.11%	175
2018 Q2	$446K	Buy	+14,550	New	+$448K	0.11%	178

Other funds holding EPS

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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

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

Global Retirement Partners's EPS Position: Q2 2026 in Review

Global Retirement Partners opened a new position in WisdomTree US LargeCap Fund (EPS) in Q2 2026: 23,401 shares worth $1.82M. The stake represents 0.03% of the portfolio and ranks #521 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in EPS as recently as Q4 2025.

Global Retirement Partners first reported a position in EPS in Q2 2018 and has held it in 30 quarters since. 174 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

Global Retirement Partners held 23,401 shares of WisdomTree US LargeCap Fund worth $1.82M as of Q2 2026.
WisdomTree US LargeCap Fund was a new Global Retirement Partners position in Q2 2026.
WisdomTree US LargeCap Fund made up 0.03% of Global Retirement Partners's portfolio in Q2 2026, its #521 holding.
Global Retirement Partners first reported a position in WisdomTree US LargeCap Fund in Q2 2018 and has held it in 30 quarters since.
174 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.