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Mutual Advisors’s WisdomTree US LargeCap Fund EPS Stock Holding History

Mutual Advisors’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 		$243K Hold
3,572
– – 0.01% 1203
2025
Q4 		$253K Sell
3,572
-92
-3% -$6.43K 0.01% 1161
2025
Q3 		$253K Sell
3,664
-386
-10% -$25.7K 0.01% 1125
2025
Q2 		$267K Buy
+4,050
New +$242K 0.01% 1014

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

Mutual Advisors's EPS Position: Q1 2026 in Review

Mutual Advisors held its WisdomTree US LargeCap Fund (EPS) position steady in Q1 2026 at 3,572 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #1203.

Mutual Advisors first reported a position in EPS in Q2 2025 and has held it in 4 quarters since. The position peaked at $267K in Q2 2025. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

  • Mutual Advisors held 3,572 shares of WisdomTree US LargeCap Fund worth $243K as of Q1 2026.
  • Mutual Advisors left its WisdomTree US LargeCap Fund share count unchanged in Q1 2026.
  • WisdomTree US LargeCap Fund made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #1203 holding.
  • Mutual Advisors first reported a position in WisdomTree US LargeCap Fund in Q2 2025 and has held it in 4 quarters since.
  • Mutual Advisors's WisdomTree US LargeCap Fund position peaked at $267K in Q2 2025.
  • 172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.