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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
Q2 		$505K Hold
6,495
– – 0.07% 94
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 $9.19B AUM 25.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
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
IA
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

Kelman-Lazarov Inc's EPS Position: Q2 2026 in Review

Kelman-Lazarov Inc held its WisdomTree US LargeCap Fund (EPS) position steady in Q2 2026 at 6,495 shares worth $505K. The position accounts for 0.07% of the portfolio, ranked #94.

Kelman-Lazarov Inc first reported a position in EPS in Q3 2025 and has held it in 4 quarters since. 175 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • Kelman-Lazarov Inc held 6,495 shares of WisdomTree US LargeCap Fund worth $505K as of Q2 2026.
  • Kelman-Lazarov Inc left its WisdomTree US LargeCap Fund share count unchanged in Q2 2026.
  • WisdomTree US LargeCap Fund made up 0.07% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #94 holding.
  • Kelman-Lazarov Inc first reported a position in WisdomTree US LargeCap Fund in Q3 2025 and has held it in 4 quarters since.
  • 175 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2026, filed 10 Aug 2026.