Integrity Advisory Solutions’s WisdomTree US LargeCap Fund EPS Stock Holding History

Integrity Advisory Solutions’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	$3.73M	Buy	47,995 +33,650	+235%	+$2.55M	0.38%	44
2026 Q1	$977K	Buy	14,345 +2,144	+18%	+$152K	0.13%	89
2025 Q4	$865K	Buy	12,201 +3,480	+40%	+$243K	0.12%	92
2025 Q3	$601K	Buy	+8,721	New	+$580K	0.1%	106

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

Integrity Advisory Solutions's EPS Position: Q2 2026 in Review

Integrity Advisory Solutions increased its WisdomTree US LargeCap Fund (EPS) stake by 235% in Q2 2026, buying an estimated $2.55M and bringing the position to 47,995 shares worth $3.73M. The position accounts for 0.38% of the portfolio, ranked #44.

Integrity Advisory Solutions first reported a position in EPS in Q3 2025 and has held it in 4 quarters since. 174 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

Integrity Advisory Solutions held 47,995 shares of WisdomTree US LargeCap Fund worth $3.73M as of Q2 2026.
Integrity Advisory Solutions bought 33,650 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $2.55M.
WisdomTree US LargeCap Fund made up 0.38% of Integrity Advisory Solutions's portfolio in Q2 2026, its #44 holding.
Integrity Advisory Solutions first reported a position in WisdomTree US LargeCap Fund in Q3 2025 and has held it in 4 quarters since.
174 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Integrity Advisory Solutions's 13F filing for Q2 2026, filed 31 Jul 2026.