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 Q2	$43.8M	Buy	562,910 +300,462	+114%	+$22.8M	1.37%	13
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 $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

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

FGC

Financial Gravity Companies Lakeway, Texas $616M AUM

Integrity Alliance's EPS Position: Q2 2026 in Review

Integrity Alliance increased its WisdomTree US LargeCap Fund (EPS) stake by 114% in Q2 2026, buying an estimated $22.8M and bringing the position to 562,910 shares worth $43.8M. The position accounts for 1.37% of the portfolio, ranked #13.

Integrity Alliance first reported a position in EPS in Q4 2024 and has held it in 7 quarters since. 174 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

Integrity Alliance held 562,910 shares of WisdomTree US LargeCap Fund worth $43.8M as of Q2 2026.
Integrity Alliance bought 300,462 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $22.8M.
WisdomTree US LargeCap Fund made up 1.37% of Integrity Alliance's portfolio in Q2 2026, its #13 holding.
Integrity Alliance first reported a position in WisdomTree US LargeCap Fund in Q4 2024 and has held it in 7 quarters since.
174 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

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