IA
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IFP Advisors’s WisdomTree US LargeCap Fund EPS Stock Holding History

IFP Advisors’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
-1,674
Closed -$119K – 5057
2025
Q4 		$119K Hold
1,674
– – ﹤0.01% 1686
2025
Q3 		$115K Buy
+1,674
New +$111K ﹤0.01% 1592
2023
Q4 		– Sell
-17,747
Closed -$812K – 3131
2023
Q3 		$812K Sell
17,747
-300
-2% -$14.2K 0.04% 450
2023
Q2 		$843K Sell
18,047
-26
-0.1% -$1.16K 0.04% 479
2023
Q1 		$1.54M Sell
18,073
-21,701
-55% -$937K 0.07% 284
2022
Q4 		$3.41M Sell
39,774
-30,840
-44% -$1.28M 0.09% 226
2022
Q3 		$6.03M Buy
70,614
+660
+0.9% +$28.2K 0.16% 129
2022
Q2 		$5.97M Hold
69,954
– – 0.19% 109
2022
Q1 		$5.97M Buy
69,954
+69,711
+28,688% +$3.34M 0.19% 109
2021
Q4 		$12K Sell
243
-35,362
-99% -$1.72M ﹤0.01% 2148
2021
Q3 		$1.63M Buy
35,605
+651
+2% +$30.9K 0.03% 302
2021
Q2 		$1.61M Sell
34,954
-61,332
-64% -$2.79M 0.03% 287
2021
Q1 		$4.17M Buy
96,286
+7,610
+9% +$317K 0.08% 116
2020
Q4 		$3.57M Buy
88,676
+25,444
+40% +$964K 0.14% 116
2020
Q3 		$2.24M Buy
63,232
+60,073
+1,902% +$2.12M 0.13% 153
2020
Q2 		$103K Buy
3,159
+3
+0.1% +$95 0.01% 914
2020
Q1 		$90K Buy
3,156
+2
+0.1% +$68 0.01% 872
2019
Q4 		$116K Buy
3,154
+47
+2% +$1.65K 0.01% 873
2019
Q3 		$104K Buy
+3,107
New +$103K 0.01% 1040
2019
Q1 		$23K Sell
709
-3,289
-82% -$101K ﹤0.01% 1284
2018
Q4 		$112K Buy
3,998
+251
+7% +$7.66K 0.01% 1137
2018
Q3 		$122K Buy
3,747
+528
+16% +$17K 0.01% 1356
2018
Q2 		$99K Buy
3,219
+16
+0.5% +$493 ﹤0.01% 1484
2018
Q1 		$100K Hold
3,203
– – ﹤0.01% 1386
2017
Q4 		$100K Buy
3,203
+2
+0.1% +$60 ﹤0.01% 1398
2017
Q3 		$93K Buy
3,201
+3
+0.1% +$85 ﹤0.01% 1597
2017
Q2 		$89K Buy
3,198
+3
+0.1% +$83 ﹤0.01% 1589
2017
Q1 		$87K Buy
3,195
+3
+0.1% +$80 ﹤0.01% 1567
2016
Q4 		$82K Buy
3,192
+3
+0.1% +$75 ﹤0.01% 1571
2016
Q3 		$77K Sell
3,189
-30
-0.9% -$725 ﹤0.01% 1530
2016
Q2 		$75K Buy
3,219
+1,092
+51% +$25.4K ﹤0.01% 1510
2016
Q1 		$23K Sell
2,127
-1,086
-34% -$23.9K ﹤0.01% 1281
2015
Q4 		$74K Buy
+3,213
New +$75.1K 0.01% 1346

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

IFP Advisors's EPS Position: Q1 2026 in Review

IFP Advisors sold out of WisdomTree US LargeCap Fund (EPS) in Q1 2026, closing a stake of 1,674 shares — an estimated $119K sold.

IFP Advisors first reported a position in EPS in Q4 2015 and held it in 33 quarters. The position peaked at $6.03M in Q3 2022. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

  • IFP Advisors reported no remaining WisdomTree US LargeCap Fund position as of Q1 2026 after selling out during the quarter.
  • IFP Advisors sold 1,674 WisdomTree US LargeCap Fund shares in Q1 2026, an estimated $119K.
  • IFP Advisors first reported a position in WisdomTree US LargeCap Fund in Q4 2015 and held it in 33 quarters.
  • IFP Advisors's WisdomTree US LargeCap Fund position peaked at $6.03M in Q3 2022.
  • 172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.