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Kelman-Lazarov Inc’s WisdomTree US LargeCap Fund EPS Stock Holding History

Kelman-Lazarov Inc’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 		$442K Buy
6,495
+2,598
+67% +$184K 0.06% 92
2025
Q4 		$276K Sell
3,897
-2,100
-35% -$147K 0.04% 120
2025
Q3 		$413K Buy
+5,997
New +$399K 0.06% 97

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

Kelman-Lazarov Inc's EPS Position: Q1 2026 in Review

Kelman-Lazarov Inc increased its WisdomTree US LargeCap Fund (EPS) stake by 67% in Q1 2026, buying an estimated $184K and bringing the position to 6,495 shares worth $442K. The position accounts for 0.06% of the portfolio, ranked #92.

Kelman-Lazarov Inc first reported a position in EPS in Q3 2025 and has held it in 3 quarters since. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

  • Kelman-Lazarov Inc held 6,495 shares of WisdomTree US LargeCap Fund worth $442K as of Q1 2026.
  • Kelman-Lazarov Inc bought 2,598 WisdomTree US LargeCap Fund shares in Q1 2026, an estimated $184K.
  • WisdomTree US LargeCap Fund made up 0.06% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #92 holding.
  • Kelman-Lazarov Inc first reported a position in WisdomTree US LargeCap Fund in Q3 2025 and has held it in 3 quarters since.
  • 172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.