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KMG Fiduciary Partners’s WisdomTree US LargeCap Fund EPS Stock Holding History

KMG Fiduciary Partners’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 		– Sell
-25,179
Closed -$1.71M – 226
2026
Q1 		$1.71M Sell
25,179
-2,080
-8% -$147K 0.13% 141
2025
Q4 		$1.93M Buy
27,259
+94
+0.3% +$6.57K 0.14% 132
2025
Q3 		$1.87M Buy
27,165
+21
+0.1% +$1.4K 0.13% 146
2025
Q2 		$1.74M Buy
27,144
+1,349
+5% +$80.5K 0.13% 146
2025
Q1 		$1.53M Buy
25,795
+187
+0.7% +$11.6K 0.13% 154
2024
Q4 		$1.57M Buy
25,608
+263
+1% +$16.3K 0.13% 148
2024
Q3 		$1.52M Buy
25,345
+96
+0.4% +$5.55K 0.13% 148
2024
Q2 		$1.44M Buy
25,249
+93
+0.4% +$5.13K 0.14% 124
2024
Q1 		$1.39M Buy
25,156
+86
+0.3% +$4.51K 0.14% 128
2023
Q4 		$1.26M Buy
25,070
+111
+0.4% +$5.24K 0.15% 130
2023
Q3 		$1.14M Buy
24,959
+109
+0.4% +$5.15K 0.15% 132
2023
Q2 		$1.16M Buy
24,850
+255
+1% +$11.4K 0.15% 134
2023
Q1 		$1.08M Buy
24,595
+363
+1% +$15.7K 0.15% 136
2022
Q4 		$1.01M Buy
24,232
+184
+0.8% +$7.66K 0.17% 121
2022
Q3 		$923K Buy
24,048
+573
+2% +$24.4K 0.18% 109
2022
Q2 		$958K Buy
23,475
+2,543
+12% +$113K 0.18% 106
2022
Q1 		$1.01M Buy
20,932
+136
+0.7% +$6.51K 0.16% 106
2021
Q4 		$1.05M Buy
20,796
+405
+2% +$19.7K 0.16% 103
2021
Q3 		$938K Buy
20,391
+730
+4% +$34.6K 0.16% 104
2021
Q2 		$909K Buy
19,661
+1,120
+6% +$50.9K 0.16% 101
2021
Q1 		$804K Buy
18,541
+110
+0.6% +$4.59K 0.16% 104
2020
Q4 		$735K Buy
18,431
+779
+4% +$29.5K 0.15% 105
2020
Q3 		$625K Buy
17,652
+74
+0.4% +$2.61K 0.16% 101
2020
Q2 		$583K Buy
17,578
+85
+0.5% +$2.7K 0.16% 88
2020
Q1 		$492K Buy
+17,493
New +$597K 0.16% 89

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

KMG Fiduciary Partners's EPS Position: Q2 2026 in Review

KMG Fiduciary Partners sold out of WisdomTree US LargeCap Fund (EPS) in Q2 2026, closing a stake of 25,179 shares — an estimated $1.71M sold.

KMG Fiduciary Partners first reported a position in EPS in Q1 2020 and held it in 25 quarters. The position peaked at $1.93M in Q4 2025. 175 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • KMG Fiduciary Partners reported no remaining WisdomTree US LargeCap Fund position as of Q2 2026 after selling out during the quarter.
  • KMG Fiduciary Partners sold 25,179 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $1.71M.
  • KMG Fiduciary Partners first reported a position in WisdomTree US LargeCap Fund in Q1 2020 and held it in 25 quarters.
  • KMG Fiduciary Partners's WisdomTree US LargeCap Fund position peaked at $1.93M in Q4 2025.
  • 175 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.