Nova Wealth Management’s WisdomTree US LargeCap Fund EPS Stock Holding History

Nova Wealth Management’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	$159K	Sell	2,042 -169	-8%	-$12.8K	0.09%	152
2026 Q1	$151K	Sell	2,211 -538	-20%	-$38.1K	0.1%	140
2025 Q4	$195K	Sell	2,749 -48	-2%	-$3.36K	0.13%	130
2025 Q3	$193K	Sell	2,797 -808	-22%	-$53.7K	0.14%	133
2025 Q2	$231K	Sell	3,605 -1,318	-27%	-$78.7K	0.17%	123
2025 Q1	$292K	Sell	4,923 -2,433	-33%	-$151K	0.25%	93
2024 Q4	$450K	Buy	+7,356	New	+$455K	0.39%	61

Other funds holding EPS

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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

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

Nova Wealth Management's EPS Position: Q2 2026 in Review

Nova Wealth Management reduced its WisdomTree US LargeCap Fund (EPS) stake by 7.6% in Q2 2026, selling an estimated $12.8K and leaving 2,042 shares worth $159K. The position accounts for 0.09% of the portfolio, ranked #152.

Nova Wealth Management first reported a position in EPS in Q4 2024 and has held it in 7 quarters since. The position peaked at $450K in Q4 2024. 174 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

Nova Wealth Management held 2,042 shares of WisdomTree US LargeCap Fund worth $159K as of Q2 2026.
Nova Wealth Management sold 169 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $12.8K.
WisdomTree US LargeCap Fund made up 0.09% of Nova Wealth Management's portfolio in Q2 2026, its #152 holding.
Nova Wealth Management first reported a position in WisdomTree US LargeCap Fund in Q4 2024 and has held it in 7 quarters since.
Nova Wealth Management's WisdomTree US LargeCap Fund position peaked at $450K in Q4 2024.
174 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.