GM Advisory Group’s WisdomTree US LargeCap Fund EPS Stock Holding History

GM Advisory Group’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	$1.21M	Buy	17,700 +752	+4%	+$53.2K	0.05%	150
2025 Q4	$1.2M	Buy	16,948 +1,813	+12%	+$127K	0.05%	150
2025 Q3	$1.04M	Sell	15,135 -2,279	-13%	-$152K	0.04%	144
2025 Q2	$1.11M	Sell	17,414 -3,463	-17%	-$207K	0.06%	138
2025 Q1	$1.24M	Buy	20,877 +6	+0%	+$371	0.07%	112
2024 Q4	$1.28M	Buy	20,871 +89	+0.4%	+$5.5K	0.07%	106
2024 Q3	$1.25M	Sell	20,782 -1,510	-7%	-$87.4K	0.07%	101
2024 Q2	$1.27M	Buy	22,292 +188	+0.9%	+$10.4K	0.08%	100
2024 Q1	$1.22M	Buy	22,104 +200	+0.9%	+$10.5K	0.09%	99
2023 Q4	$1.1M	Sell	21,904 -2,688	-11%	-$127K	0.08%	87
2023 Q3	$1.13M	Buy	24,592 +9	+0%	+$425	0.09%	77
2023 Q2	$1.15M	Buy	24,583 +9	+0%	+$402	0.1%	75
2023 Q1	$1.07M	Buy	24,574 +589	+2%	+$25.4K	0.1%	70
2022 Q4	$997K	Sell	23,985 -803	-3%	-$33.4K	0.11%	71
2022 Q3	$952K	Buy	24,788 +122	+0.5%	+$5.2K	0.12%	67
2022 Q2	$1.01M	Buy	24,666 +10	+0%	+$442	0.16%	66
2022 Q1	$1.19M	Buy	24,656 +217	+0.9%	+$10.4K	0.14%	78
2021 Q4	$1.23M	Buy	24,439 +7	+0%	+$341	0.11%	84
2021 Q3	$1.12M	Buy	24,432 +8,273	+51%	+$392K	0.11%	87
2021 Q2	$747K	Buy	16,159 +112	+0.7%	+$5.09K	0.08%	103
2021 Q1	$696K	Buy	16,047 +1,199	+8%	+$50K	0.08%	102
2020 Q4	$596K	Buy	14,848 +5	+0%	+$190	0.08%	97
2020 Q3	$526K	Buy	14,843 +6	+0%	+$211	0.08%	92
2020 Q2	$492K	Sell	14,837 -3,040	-17%	-$96.4K	0.09%	101
2020 Q1	$503K	Buy	17,877 +1,325	+8%	+$45.2K	0.14%	73
2019 Q4	$607K	Sell	16,552 -3,938	-19%	-$138K	0.19%	45
2019 Q3	$687K	Buy	20,490 +590	+3%	+$19.6K	0.21%	49
2019 Q2	$654K	Sell	19,900 -1,520	-7%	-$49.2K	0.21%	53
2019 Q1	$681K	Hold	21,420	–	–	0.22%	52
2018 Q4	$604K	Buy	21,420 +1,000	+5%	+$30.5K	0.22%	55
2018 Q3	$667K	Hold	20,420	–	–	0.21%	56
2018 Q2	$626K	Hold	20,420	–	–	0.19%	59
2018 Q1	$620K	Buy	20,420 +1,380	+7%	+$43.5K	0.19%	55
2017 Q4	$592K	Buy	19,040 +1,526	+9%	+$46.1K	0.16%	60
2017 Q3	$508K	Buy	17,514 +792	+5%	+$22.5K	0.15%	62
2017 Q2	$464K	Buy	16,722 +7,152	+75%	+$197K	0.15%	66
2017 Q1	$260K	Buy	+9,570	New	+$256K	0.09%	83

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

GM Advisory Group's EPS Position: Q1 2026 in Review

GM Advisory Group increased its WisdomTree US LargeCap Fund (EPS) stake by 4.4% in Q1 2026, buying an estimated $53.2K and bringing the position to 17,700 shares worth $1.21M. The position accounts for 0.05% of the portfolio, ranked #150.

GM Advisory Group first reported a position in EPS in Q1 2017 and has held it in 37 quarters since. The position peaked at $1.28M in Q4 2024. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

GM Advisory Group held 17,700 shares of WisdomTree US LargeCap Fund worth $1.21M as of Q1 2026.
GM Advisory Group bought 752 WisdomTree US LargeCap Fund shares in Q1 2026, an estimated $53.2K.
WisdomTree US LargeCap Fund made up 0.05% of GM Advisory Group's portfolio in Q1 2026, its #150 holding.
GM Advisory Group first reported a position in WisdomTree US LargeCap Fund in Q1 2017 and has held it in 37 quarters since.
GM Advisory Group's WisdomTree US LargeCap Fund position peaked at $1.28M in Q4 2024.
172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.