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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
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 $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

Independent Advisor Alliance's EPS Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in WisdomTree US LargeCap Fund (EPS) in Q1 2026: 4,043 shares worth $275K. The stake represents ﹤0.01% of the portfolio and ranks #1365 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in EPS as recently as Q4 2024.

Independent Advisor Alliance first reported a position in EPS in Q4 2019 and has held it in 3 quarters since. The position peaked at $581K in Q4 2019. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

  • Independent Advisor Alliance held 4,043 shares of WisdomTree US LargeCap Fund worth $275K as of Q1 2026.
  • WisdomTree US LargeCap Fund was a new Independent Advisor Alliance position in Q1 2026.
  • WisdomTree US LargeCap Fund made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1365 holding.
  • Independent Advisor Alliance first reported a position in WisdomTree US LargeCap Fund in Q4 2019 and has held it in 3 quarters since.
  • Independent Advisor Alliance's WisdomTree US LargeCap Fund position peaked at $581K in Q4 2019.
  • 172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.