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 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 $8.46B AUM 21.38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

IFG Advisory's EPS Position: Q1 2026 in Review

IFG Advisory sold out of WisdomTree US LargeCap Fund (EPS) in Q1 2026, closing a stake of 5,927 shares — an estimated $420K sold.

IFG Advisory first reported a position in EPS in Q3 2022 and held it in 11 quarters. The position peaked at $420K in Q4 2025. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

IFG Advisory reported no remaining WisdomTree US LargeCap Fund position as of Q1 2026 after selling out during the quarter.
IFG Advisory sold 5,927 WisdomTree US LargeCap Fund shares in Q1 2026, an estimated $420K.
IFG Advisory first reported a position in WisdomTree US LargeCap Fund in Q3 2022 and held it in 11 quarters.
IFG Advisory's WisdomTree US LargeCap Fund position peaked at $420K in Q4 2025.
172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.