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Hershey Financial Advisers’s WisdomTree US LargeCap Fund EPS Stock Holding History

Hershey Financial Advisers’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 		– Sell
-23,882
Closed -$1.69M – 86
2025
Q4 		$1.69M Sell
23,882
-559
-2% -$39.1K 1.43% 24
2025
Q3 		$1.68M Buy
+24,441
New +$1.62M 1.44% 27

Other funds holding EPS

FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
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

Hershey Financial Advisers's EPS Position: Q1 2026 in Review

Hershey Financial Advisers sold out of WisdomTree US LargeCap Fund (EPS) in Q1 2026, closing a stake of 23,882 shares — an estimated $1.69M sold.

Hershey Financial Advisers first reported a position in EPS in Q3 2025 and held it in 2 quarters. The position peaked at $1.69M in Q4 2025. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

  • Hershey Financial Advisers reported no remaining WisdomTree US LargeCap Fund position as of Q1 2026 after selling out during the quarter.
  • Hershey Financial Advisers sold 23,882 WisdomTree US LargeCap Fund shares in Q1 2026, an estimated $1.69M.
  • Hershey Financial Advisers first reported a position in WisdomTree US LargeCap Fund in Q3 2025 and held it in 2 quarters.
  • Hershey Financial Advisers's WisdomTree US LargeCap Fund position peaked at $1.69M in Q4 2025.
  • 172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Hershey Financial Advisers's 13F filing for Q1 2026, filed 6 May 2026.