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Peterson Wealth Advisors’s WisdomTree US LargeCap Fund EPS Stock Holding History

Peterson Wealth 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
Q2 		$226K Buy
+2,905
New +$220K 0.03% 112
2026
Q1 		– Sell
-2,910
Closed -$206K – 109
2025
Q4 		$206K Buy
2,910
+10
+0.3% +$699 0.03% 105
2025
Q3 		$200K Buy
+2,900
New +$193K 0.03% 98

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

Peterson Wealth Advisors's EPS Position: Q2 2026 in Review

Peterson Wealth Advisors opened a new position in WisdomTree US LargeCap Fund (EPS) in Q2 2026: 2,905 shares worth $226K. The stake represents 0.03% of the portfolio and ranks #112 among its holdings. This is a return to the name: Peterson Wealth Advisors previously reported a position in EPS as recently as Q4 2025.

Peterson Wealth Advisors first reported a position in EPS in Q3 2025 and has held it in 3 quarters since. 175 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • Peterson Wealth Advisors held 2,905 shares of WisdomTree US LargeCap Fund worth $226K as of Q2 2026.
  • WisdomTree US LargeCap Fund was a new Peterson Wealth Advisors position in Q2 2026.
  • WisdomTree US LargeCap Fund made up 0.03% of Peterson Wealth Advisors's portfolio in Q2 2026, its #112 holding.
  • Peterson Wealth Advisors first reported a position in WisdomTree US LargeCap Fund in Q3 2025 and has held it in 3 quarters since.
  • 175 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Peterson Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.