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 Q3	$1.08M	Hold	13,470	–	–	0.21%	109
2026 Q2	$1.05M	Sell	13,470 -1,000	-7%	-$75.8K	0.21%	118
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%	-$100K	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

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return

TWM

TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

LWM

LongView Wealth Management Atlanta, Georgia $415M AUM 12.41% 1-Year Est. Return

Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Herold Advisors's EPS Position: Q3 2026 in Review

Herold Advisors held its WisdomTree US LargeCap Fund (EPS) position steady in Q3 2026 at 13,470 shares worth $1.08M. The position accounts for 0.21% of the portfolio, ranked #109.

Herold Advisors first reported a position in EPS in Q3 2021 and has held it in 21 quarters since. The position peaked at $1.2M in Q2 2024. 33 funds tracked by Wall St. Rank hold EPS as of Q3 2026.

Herold Advisors held 13,470 shares of WisdomTree US LargeCap Fund worth $1.08M as of Q3 2026.
Herold Advisors left its WisdomTree US LargeCap Fund share count unchanged in Q3 2026.
WisdomTree US LargeCap Fund made up 0.21% of Herold Advisors's portfolio in Q3 2026, its #109 holding.
Herold Advisors first reported a position in WisdomTree US LargeCap Fund in Q3 2021 and has held it in 21 quarters since.
Herold Advisors's WisdomTree US LargeCap Fund position peaked at $1.2M in Q2 2024.
33 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.