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Kestra Advisory Services’s WisdomTree US LargeCap Fund EPS Stock Holding History

Kestra Advisory Services’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 		$29.7M Buy
382,217
+101,006
+36% +$7.65M 0.1% 219
2026
Q1 		$19.2M Buy
281,211
+33,731
+14% +$2.39M 0.07% 277
2025
Q4 		$17.5M Buy
247,480
+18,685
+8% +$1.31M 0.07% 275
2025
Q3 		$15.8M Sell
228,795
-11,393
-5% -$757K 0.07% 278
2025
Q2 		$15.4M Buy
240,188
+19,064
+9% +$1.14M 0.07% 266
2025
Q1 		$13.1M Buy
221,124
+16,508
+8% +$1.02M 0.06% 279
2024
Q4 		$12.5M Buy
204,616
+9,890
+5% +$611K 0.07% 296
2024
Q3 		$11.7M Sell
194,726
-67,418
-26% -$3.9M 0.06% 319
2024
Q2 		$14.9M Sell
262,144
-38,821
-13% -$2.14M 0.08% 259
2024
Q1 		$16.7M Sell
300,965
-17,813
-6% -$934K 0.11% 180
2023
Q4 		$16M Buy
318,778
+90,051
+39% +$4.25M 0.13% 161
2023
Q3 		$10.5M Buy
228,727
+1,418
+0.6% +$67K 0.1% 224
2023
Q2 		$10.6M Buy
227,309
+13,865
+6% +$619K 0.11% 211
2023
Q1 		$9.33M Sell
213,444
-3,237
-1% -$140K 0.1% 223
2022
Q4 		$9.01M Buy
216,681
+90,370
+72% +$3.76M 0.08% 268
2022
Q3 		$4.85M Buy
126,311
+2,681
+2% +$114K 0.05% 378
2022
Q2 		$5.04M Buy
123,630
+2,431
+2% +$108K 0.05% 363
2022
Q1 		$5.86M Sell
121,199
-52,814
-30% -$2.53M 0.06% 329
2021
Q4 		$8.76M Buy
174,013
+54,479
+46% +$2.66M 0.09% 247
2021
Q3 		$5.5M Buy
119,534
+4,226
+4% +$200K 0.06% 354
2021
Q2 		$5.33M Buy
115,308
+52,663
+84% +$2.4M 0.06% 342
2021
Q1 		$2.72M Sell
62,645
-33,881
-35% -$1.41M 0.03% 501
2020
Q4 		$3.85M Sell
96,526
-119,203
-55% -$4.52M 0.04% 401
2020
Q3 		$7.63M Buy
+215,729
New +$7.6M 0.14% 175

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
FGC
Financial Gravity Companies Lakeway, Texas $616M AUM

Kestra Advisory Services's EPS Position: Q2 2026 in Review

Kestra Advisory Services increased its WisdomTree US LargeCap Fund (EPS) stake by 36% in Q2 2026, buying an estimated $7.65M and bringing the position to 382,217 shares worth $29.7M. The position accounts for 0.1% of the portfolio, ranked #219.

Kestra Advisory Services first reported a position in EPS in Q3 2020 and has held it in 24 quarters since. 174 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • Kestra Advisory Services held 382,217 shares of WisdomTree US LargeCap Fund worth $29.7M as of Q2 2026.
  • Kestra Advisory Services bought 101,006 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $7.65M.
  • WisdomTree US LargeCap Fund made up 0.1% of Kestra Advisory Services's portfolio in Q2 2026, its #219 holding.
  • Kestra Advisory Services first reported a position in WisdomTree US LargeCap Fund in Q3 2020 and has held it in 24 quarters since.
  • 174 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.