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 Q3	$383K	Hold	4,793	–	–	0.12%	80
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

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

EGA

E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return

IPAM

Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

PWA

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

IFS Advisors's EPS Position: Q3 2026 in Review

IFS Advisors held its WisdomTree US LargeCap Fund (EPS) position steady in Q3 2026 at 4,793 shares worth $383K. The position accounts for 0.12% of the portfolio, ranked #80.

IFS Advisors first reported a position in EPS in Q4 2020 and has held it in 24 quarters since. 15 funds tracked by Wall St. Rank hold EPS as of Q3 2026.

IFS Advisors held 4,793 shares of WisdomTree US LargeCap Fund worth $383K as of Q3 2026.
IFS Advisors left its WisdomTree US LargeCap Fund share count unchanged in Q3 2026.
WisdomTree US LargeCap Fund made up 0.12% of IFS Advisors's portfolio in Q3 2026, its #80 holding.
IFS Advisors first reported a position in WisdomTree US LargeCap Fund in Q4 2020 and has held it in 24 quarters since.
15 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.