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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
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

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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

Peterson Wealth Advisors's EPS Position: Q1 2026 in Review

Peterson Wealth Advisors sold out of WisdomTree US LargeCap Fund (EPS) in Q1 2026, closing a stake of 2,910 shares — an estimated $206K sold.

Peterson Wealth Advisors first reported a position in EPS in Q3 2025 and held it in 2 quarters. The position peaked at $206K in Q4 2025. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

  • Peterson Wealth Advisors reported no remaining WisdomTree US LargeCap Fund position as of Q1 2026 after selling out during the quarter.
  • Peterson Wealth Advisors sold 2,910 WisdomTree US LargeCap Fund shares in Q1 2026, an estimated $206K.
  • Peterson Wealth Advisors first reported a position in WisdomTree US LargeCap Fund in Q3 2025 and held it in 2 quarters.
  • Peterson Wealth Advisors's WisdomTree US LargeCap Fund position peaked at $206K in Q4 2025.
  • 172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Peterson Wealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.