PVI
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Pine Valley Investments’s WisdomTree US LargeCap Fund EPS Stock Holding History

Pine Valley Investments’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 		$2.81M Buy
36,128
+7,500
+26% +$568K 0.11% 175
2026
Q1 		$1.95M Buy
28,628
+661
+2% +$46.8K 0.09% 212
2025
Q4 		$1.98M Buy
27,967
+217
+0.8% +$15.2K 0.09% 198
2025
Q3 		$1.91M Buy
27,750
+1,912
+7% +$127K 0.09% 204
2025
Q2 		$1.65M Sell
25,838
-3,599
-12% -$215K 0.09% 209
2025
Q1 		$1.75M Buy
29,437
+11,330
+63% +$701K 0.11% 197
2024
Q4 		$1.11M Sell
18,107
-283
-2% -$17.5K 0.07% 232
2024
Q3 		$1.1M Buy
18,390
+746
+4% +$43.2K 0.07% 227
2024
Q2 		$1M Buy
17,644
+471
+3% +$26K 0.07% 230
2024
Q1 		$951K Buy
17,173
+803
+5% +$42.1K 0.06% 234
2023
Q4 		$820K Buy
16,370
+1,567
+11% +$74K 0.06% 239
2023
Q3 		$677K Buy
14,803
+2,582
+21% +$122K 0.06% 250
2023
Q2 		$571K Sell
12,221
-612
-5% -$27.3K 0.06% 250
2023
Q1 		$560K Buy
+12,833
New +$554K 0.08% 175

Other funds holding EPS

GWAG
Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 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
FGC
Financial Gravity Companies Lakeway, Texas $616M AUM
FWA
Flagship Wealth Advisors Wakefield, Massachusetts $447M AUM 25.09% 1-Year Est. Return
SFO
Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return

Pine Valley Investments's EPS Position: Q2 2026 in Review

Pine Valley Investments increased its WisdomTree US LargeCap Fund (EPS) stake by 26% in Q2 2026, buying an estimated $568K and bringing the position to 36,128 shares worth $2.81M. The position accounts for 0.11% of the portfolio, ranked #175.

Pine Valley Investments first reported a position in EPS in Q1 2023 and has held it in 14 quarters since. 90 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • Pine Valley Investments held 36,128 shares of WisdomTree US LargeCap Fund worth $2.81M as of Q2 2026.
  • Pine Valley Investments bought 7,500 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $568K.
  • WisdomTree US LargeCap Fund made up 0.11% of Pine Valley Investments's portfolio in Q2 2026, its #175 holding.
  • Pine Valley Investments first reported a position in WisdomTree US LargeCap Fund in Q1 2023 and has held it in 14 quarters since.
  • 90 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.