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Holistic Planning’s WisdomTree US LargeCap Fund EPS Stock Holding History

Holistic Planning’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 		$1.03M Buy
15,124
+5,495
+57% +$389K 0.21% 100
2025
Q4 		$682K Buy
+9,629
New +$673K 0.15% 132

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

Holistic Planning's EPS Position: Q1 2026 in Review

Holistic Planning increased its WisdomTree US LargeCap Fund (EPS) stake by 57% in Q1 2026, buying an estimated $389K and bringing the position to 15,124 shares worth $1.03M. The position accounts for 0.21% of the portfolio, ranked #100.

Holistic Planning first reported a position in EPS in Q4 2025 and has held it in 2 quarters since. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

  • Holistic Planning held 15,124 shares of WisdomTree US LargeCap Fund worth $1.03M as of Q1 2026.
  • Holistic Planning bought 5,495 WisdomTree US LargeCap Fund shares in Q1 2026, an estimated $389K.
  • WisdomTree US LargeCap Fund made up 0.21% of Holistic Planning's portfolio in Q1 2026, its #100 holding.
  • Holistic Planning first reported a position in WisdomTree US LargeCap Fund in Q4 2025 and has held it in 2 quarters since.
  • 172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.