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Mach-1 Financial Group’s WisdomTree US LargeCap Fund EPS Stock Holding History

Mach-1 Financial Group’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
2025
Q4 		– Sell
-8,721
Closed -$601K – 357
2025
Q3 		$601K Buy
+8,721
New +$580K 0.1% 106

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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
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM

Mach-1 Financial Group's EPS Position: Q4 2025 in Review

Mach-1 Financial Group sold out of WisdomTree US LargeCap Fund (EPS) in Q4 2025, closing a stake of 8,721 shares — an estimated $601K sold.

Mach-1 Financial Group first reported a position in EPS in Q3 2025 and held it in 1 quarter. The position peaked at $601K in Q3 2025. 161 funds tracked by Wall St. Rank hold EPS as of Q4 2025.

  • Mach-1 Financial Group reported no remaining WisdomTree US LargeCap Fund position as of Q4 2025 after selling out during the quarter.
  • Mach-1 Financial Group sold 8,721 WisdomTree US LargeCap Fund shares in Q4 2025, an estimated $601K.
  • Mach-1 Financial Group first reported a position in WisdomTree US LargeCap Fund in Q3 2025 and held it in 1 quarter.
  • Mach-1 Financial Group's WisdomTree US LargeCap Fund position peaked at $601K in Q3 2025.
  • 161 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q4 2025.

Based on Mach-1 Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.