Herold Advisors’s WisdomTree US LargeCap Fund EPS Stock Holding History

Herold Advisors’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	$986K	Sell	14,470 -1,000	-6%	-$70.8K	0.22%	108
2025 Q4	$1.1M	Sell	15,470 -390	-2%	-$27.3K	0.25%	100
2025 Q3	$1.09M	Sell	15,860 -1,500	-9%	-$99.7K	0.25%	100
2025 Q2	$1.11M	Hold	17,360	–	–	0.23%	109
2025 Q1	$1.03M	Hold	17,360	–	–	0.23%	110
2024 Q4	$1.06M	Sell	17,360 -400	-2%	-$24.7K	0.23%	113
2024 Q3	$1.07M	Sell	17,760 -3,270	-16%	-$189K	0.23%	122
2024 Q2	$1.2M	Hold	21,030	–	–	0.28%	110
2024 Q1	$1.17M	Hold	21,030	–	–	0.28%	104
2023 Q4	$1.05M	Sell	21,030 -20	-0.1%	-$944	0.29%	100
2023 Q3	$963K	Hold	21,050	–	–	0.29%	103
2023 Q2	$983K	Hold	21,050	–	–	0.3%	98
2023 Q1	$920K	Sell	21,050 -1,000	-5%	-$43.2K	0.32%	91
2022 Q4	$917K	Sell	22,050 -2,160	-9%	-$89.9K	0.39%	79
2022 Q3	$929K	Hold	24,210	–	–	0.45%	78
2022 Q2	$987K	Buy	24,210 +1,500	+7%	+$66.4K	0.44%	78
2022 Q1	$1.1M	Sell	22,710 -700	-3%	-$33.5K	0.39%	81
2021 Q4	$1.18M	Sell	23,410 -800	-3%	-$39K	0.46%	76
2021 Q3	$1.11M	Buy	+24,210	New	+$1.15M	0.43%	74

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

Herold Advisors's EPS Position: Q1 2026 in Review

Herold Advisors reduced its WisdomTree US LargeCap Fund (EPS) stake by 6.5% in Q1 2026, selling an estimated $70.8K and leaving 14,470 shares worth $986K. The position accounts for 0.22% of the portfolio, ranked #108.

Herold Advisors first reported a position in EPS in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.2M in Q2 2024. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

Herold Advisors held 14,470 shares of WisdomTree US LargeCap Fund worth $986K as of Q1 2026.
Herold Advisors sold 1,000 WisdomTree US LargeCap Fund shares in Q1 2026, an estimated $70.8K.
WisdomTree US LargeCap Fund made up 0.22% of Herold Advisors's portfolio in Q1 2026, its #108 holding.
Herold Advisors first reported a position in WisdomTree US LargeCap Fund in Q3 2021 and has held it in 19 quarters since.
Herold Advisors's WisdomTree US LargeCap Fund position peaked at $1.2M in Q2 2024.
172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.