IFS Advisors’s WisdomTree US LargeCap Fund EPS Stock Holding History

IFS 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 Q2	$373K	Sell	4,793 -80	-2%	-$6.06K	0.18%	20
2026 Q1	$332K	Hold	4,873	–	–	0.17%	20
2025 Q4	$345K	Hold	4,873	–	–	0.18%	21
2025 Q3	$336K	Hold	4,873	–	–	0.2%	19
2025 Q2	$312K	Sell	4,873 -190	-4%	-$11.3K	0.24%	14
2025 Q1	$300K	Hold	5,063	–	–	0.24%	12
2024 Q4	$310K	Hold	5,063	–	–	0.24%	12
2024 Q3	$304K	Hold	5,063	–	–	0.24%	11
2024 Q2	$288K	Hold	5,063	–	–	0.24%	11
2024 Q1	$280K	Hold	5,063	–	–	0.24%	12
2023 Q4	$254K	Hold	5,063	–	–	0.3%	11
2023 Q3	$232K	Hold	5,063	–	–	0.43%	10
2023 Q2	$236K	Hold	5,063	–	–	0.58%	6
2023 Q1	$221K	Hold	5,063	–	–	0.9%	4
2022 Q4	$211K	Hold	5,063	–	–	0.36%	8
2022 Q3	$194K	Hold	5,063	–	–	0.36%	8
2022 Q2	$206K	Hold	5,063	–	–	0.55%	5
2022 Q1	$244K	Buy	5,063 +200	+4%	+$9.58K	0.23%	11
2021 Q4	$244K	Hold	4,863	–	–	0.17%	24
2021 Q3	$223K	Hold	4,863	–	–	0.14%	25
2021 Q2	$224K	Hold	4,863	–	–	0.15%	26
2021 Q1	$210K	Hold	4,863	–	–	0.16%	23
2020 Q4	$195K	Buy	+4,863	New	+$184K	0.15%	20

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

IFS Advisors's EPS Position: Q2 2026 in Review

IFS Advisors reduced its WisdomTree US LargeCap Fund (EPS) stake by 1.6% in Q2 2026, selling an estimated $6.06K and leaving 4,793 shares worth $373K. The position accounts for 0.18% of the portfolio, ranked #20.

IFS Advisors first reported a position in EPS in Q4 2020 and has held it in 23 quarters since. 174 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

IFS Advisors held 4,793 shares of WisdomTree US LargeCap Fund worth $373K as of Q2 2026.
IFS Advisors sold 80 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $6.06K.
WisdomTree US LargeCap Fund made up 0.18% of IFS Advisors's portfolio in Q2 2026, its #20 holding.
IFS Advisors first reported a position in WisdomTree US LargeCap Fund in Q4 2020 and has held it in 23 quarters since.
174 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on IFS Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.