PS
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Planning Strategies’s WisdomTree US LargeCap Fund EPS Stock Holding History

Planning Strategies’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 		$9.18K Buy
+118
New +$8.94K 0.01% 335

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

Planning Strategies's EPS Position: Q2 2026 in Review

Planning Strategies opened a new position in WisdomTree US LargeCap Fund (EPS) in Q2 2026: 118 shares worth $9.18K. The stake represents 0.01% of the portfolio and ranks #335 among its holdings.

168 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • Planning Strategies held 118 shares of WisdomTree US LargeCap Fund worth $9.18K as of Q2 2026.
  • WisdomTree US LargeCap Fund was a new Planning Strategies position in Q2 2026.
  • WisdomTree US LargeCap Fund made up 0.01% of Planning Strategies's portfolio in Q2 2026, its #335 holding.
  • 168 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.