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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
Q2 		$1.29M Buy
16,644
+1,520
+10% +$115K 0.2% 110
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 $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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Holistic Planning's EPS Position: Q2 2026 in Review

Holistic Planning increased its WisdomTree US LargeCap Fund (EPS) stake by 10% in Q2 2026, buying an estimated $115K and bringing the position to 16,644 shares worth $1.29M. The position accounts for 0.2% of the portfolio, ranked #110.

Holistic Planning first reported a position in EPS in Q4 2025 and has held it in 3 quarters since. 175 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • Holistic Planning held 16,644 shares of WisdomTree US LargeCap Fund worth $1.29M as of Q2 2026.
  • Holistic Planning bought 1,520 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $115K.
  • WisdomTree US LargeCap Fund made up 0.2% of Holistic Planning's portfolio in Q2 2026, its #110 holding.
  • Holistic Planning first reported a position in WisdomTree US LargeCap Fund in Q4 2025 and has held it in 3 quarters since.
  • 175 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.