Integrity Alliance’s WisdomTree US LargeCap Fund EPS Stock Holding History

Integrity 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	$17.9M	Buy	262,448 +10,177	+4%	+$720K	0.68%	38
2025 Q4	$17.9M	Buy	252,271 +5,523	+2%	+$386K	0.65%	38
2025 Q3	$17M	Buy	246,748 +100,135	+68%	+$6.66M	0.8%	33
2025 Q2	$9.38M	Sell	146,613 -416,153	-74%	-$24.8M	0.51%	51
2025 Q1	$33.4M	Buy	562,766 +155,456	+38%	+$9.62M	1.32%	15
2024 Q4	$24.9M	Buy	+407,310	New	+$25.2M	2.7%	6

Other funds holding EPS

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

LPL Financial San Diego, California $377B 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 $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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Integrity Alliance's EPS Position: Q1 2026 in Review

Integrity Alliance increased its WisdomTree US LargeCap Fund (EPS) stake by 4% in Q1 2026, buying an estimated $720K and bringing the position to 262,448 shares worth $17.9M. The position accounts for 0.68% of the portfolio, ranked #38.

Integrity Alliance first reported a position in EPS in Q4 2024 and has held it in 6 quarters since. The position peaked at $33.4M in Q1 2025. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

Integrity Alliance held 262,448 shares of WisdomTree US LargeCap Fund worth $17.9M as of Q1 2026.
Integrity Alliance bought 10,177 WisdomTree US LargeCap Fund shares in Q1 2026, an estimated $720K.
WisdomTree US LargeCap Fund made up 0.68% of Integrity Alliance's portfolio in Q1 2026, its #38 holding.
Integrity Alliance first reported a position in WisdomTree US LargeCap Fund in Q4 2024 and has held it in 6 quarters since.
Integrity Alliance's WisdomTree US LargeCap Fund position peaked at $33.4M in Q1 2025.
172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Integrity Alliance's 13F filing for Q1 2026, filed 11 May 2026.