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Independent Advisor Alliance’s WisdomTree US LargeCap Fund EPS Stock Holding History

Independent Advisor Alliance’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 		– Sell
-4,043
Closed -$275K – 1189
2026
Q1 		$275K Buy
+4,043
New +$286K ﹤0.01% 1365
2025
Q1 		– Sell
-5,034
Closed -$308K – 944
2024
Q4 		$308K Buy
+5,034
New +$311K ﹤0.01% 1128
2020
Q1 		– Sell
-15,815
Closed -$581K – 518
2019
Q4 		$581K Buy
+15,815
New +$554K 0.03% 498

Other funds holding EPS

FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
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
IA
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

Independent Advisor Alliance's EPS Position: Q2 2026 in Review

Independent Advisor Alliance sold out of WisdomTree US LargeCap Fund (EPS) in Q2 2026, closing a stake of 4,043 shares — an estimated $275K sold.

Independent Advisor Alliance first reported a position in EPS in Q4 2019 and held it in 3 quarters. The position peaked at $581K in Q4 2019. 175 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • Independent Advisor Alliance reported no remaining WisdomTree US LargeCap Fund position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 4,043 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $275K.
  • Independent Advisor Alliance first reported a position in WisdomTree US LargeCap Fund in Q4 2019 and held it in 3 quarters.
  • Independent Advisor Alliance's WisdomTree US LargeCap Fund position peaked at $581K in Q4 2019.
  • 175 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.