IFG Advisory’s WisdomTree US LargeCap Fund EPS Stock Holding History

IFG Advisory’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	$462K	Buy	+5,936	New	+$450K	0.02%	633
2026 Q1	–	Sell	-5,927	Closed	-$420K	–	479
2025 Q4	$420K	Hold	5,927	–	–	0.02%	550
2025 Q3	$409K	Buy	5,927 +116	+2%	+$7.71K	0.02%	545
2025 Q2	$372K	Hold	5,811	–	–	0.02%	542
2025 Q1	$344K	Hold	5,811	–	–	0.02%	527
2024 Q4	$356K	Buy	+5,811	New	+$359K	0.02%	497
2024 Q3	–	Sell	-5,811	Closed	-$331K	–	449
2024 Q2	$331K	Buy	+5,811	New	+$321K	0.02%	490
2024 Q1	–	Sell	-5,767	Closed	-$289K	–	428
2023 Q4	$289K	Hold	5,767	–	–	0.02%	476
2023 Q3	$264K	Buy	+5,767	New	+$272K	0.02%	464
2023 Q2	–	Sell	-5,722	Closed	-$250K	–	366
2023 Q1	$250K	Buy	5,722 +28	+0.5%	+$1.21K	0.02%	447
2022 Q4	$236K	Sell	5,694 -90	-2%	-$3.75K	0.02%	435
2022 Q3	$222K	Buy	+5,784	New	+$247K	0.02%	472

Other funds holding EPS

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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

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

IFG Advisory's EPS Position: Q2 2026 in Review

IFG Advisory opened a new position in WisdomTree US LargeCap Fund (EPS) in Q2 2026: 5,936 shares worth $462K. The stake represents 0.02% of the portfolio and ranks #633 among its holdings. This is a return to the name: IFG Advisory previously reported a position in EPS as recently as Q4 2025.

IFG Advisory first reported a position in EPS in Q3 2022 and has held it in 12 quarters since. 175 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

IFG Advisory held 5,936 shares of WisdomTree US LargeCap Fund worth $462K as of Q2 2026.
WisdomTree US LargeCap Fund was a new IFG Advisory position in Q2 2026.
WisdomTree US LargeCap Fund made up 0.02% of IFG Advisory's portfolio in Q2 2026, its #633 holding.
IFG Advisory first reported a position in WisdomTree US LargeCap Fund in Q3 2022 and has held it in 12 quarters since.
175 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.