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GPS Wealth Strategies Group’s WisdomTree US LargeCap Fund EPS Stock Holding History

GPS Wealth Strategies 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
2025
Q4 		$97.4K Hold
1,375
– – 0.08% 152
2025
Q3 		$94.8K Hold
1,375
– – 0.01% 507
2025
Q2 		$88K Hold
1,375
– – 0.01% 493
2025
Q1 		$81.5K Hold
1,375
– – 0.01% 505
2024
Q4 		$84.1K Hold
1,375
– – 0.01% 471
2024
Q3 		$82.6K Hold
1,375
– – 0.01% 478
2024
Q2 		$78.2K Hold
1,375
– – 0.01% 437
2024
Q1 		$76.2K Hold
1,375
– – 0.01% 430
2023
Q4 		$68.9K Hold
1,375
– – 0.01% 426
2023
Q3 		$62.9K Hold
1,375
– – 0.01% 433
2023
Q2 		$64.2K Hold
1,375
– – 0.01% 443
2023
Q1 		$60.1K Buy
+1,375
New +$59.4K 0.01% 443
2022
Q4 		– Sell
-1,375
Closed -$53K – 416
2022
Q3 		$53K Hold
1,375
– – 0.01% 423
2022
Q2 		$56K Sell
1,375
-269
-16% -$11.9K 0.01% 424
2022
Q1 		$80K Hold
1,644
– – 0.02% 348
2021
Q4 		$83K Buy
1,644
+101
+7% +$4.92K 0.02% 320
2021
Q3 		$71K Buy
1,543
+168
+12% +$7.96K 0.02% 332
2021
Q2 		$64K Hold
1,375
– – 0.02% 364
2021
Q1 		$59K Buy
+1,375
New +$57.3K 0.02% 356

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
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM

GPS Wealth Strategies Group's EPS Position: Q4 2025 in Review

GPS Wealth Strategies Group held its WisdomTree US LargeCap Fund (EPS) position steady in Q4 2025 at 1,375 shares worth $97.4K. The position accounts for 0.08% of the portfolio, ranked #152.

GPS Wealth Strategies Group first reported a position in EPS in Q1 2021 and has held it in 19 quarters since. 161 funds tracked by Wall St. Rank hold EPS as of Q4 2025.

  • GPS Wealth Strategies Group held 1,375 shares of WisdomTree US LargeCap Fund worth $97.4K as of Q4 2025.
  • GPS Wealth Strategies Group left its WisdomTree US LargeCap Fund share count unchanged in Q4 2025.
  • WisdomTree US LargeCap Fund made up 0.08% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #152 holding.
  • GPS Wealth Strategies Group first reported a position in WisdomTree US LargeCap Fund in Q1 2021 and has held it in 19 quarters since.
  • 161 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.