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

LPL Financial San Diego, California $376B 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 $25.5B AUM 19.2% 1-Year Est. Return

Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 1-Year Est. Return

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 $38B AUM 19.66% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

Team Financial Group Temecula, California $220M AUM 10.84% 1-Year Est. Return