Planning Strategies
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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
Q3 		$9.43K Hold
118
– – 0.01% 346
2026
Q2 		$9.18K Buy
+118
New +$8.94K 0.01% 335

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Morgan Stanley
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Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Garrett Wealth Advisory Group
Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Integrity Alliance
Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $253M AUM 9.36% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Planning Strategies's EPS Position: Q3 2026 in Review

Planning Strategies held its WisdomTree US LargeCap Fund (EPS) position steady in Q3 2026 at 118 shares worth $9.43K. The position accounts for 0.01% of the portfolio, ranked #346.

Planning Strategies first reported a position in EPS in Q2 2026 and has held it in 2 quarters since. 151 funds tracked by Wall St. Rank hold EPS as of Q3 2026.

  • Planning Strategies held 118 shares of WisdomTree US LargeCap Fund worth $9.43K as of Q3 2026.
  • Planning Strategies left its WisdomTree US LargeCap Fund share count unchanged in Q3 2026.
  • WisdomTree US LargeCap Fund made up 0.01% of Planning Strategies's portfolio in Q3 2026, its #346 holding.
  • Planning Strategies first reported a position in WisdomTree US LargeCap Fund in Q2 2026 and has held it in 2 quarters since.
  • 151 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.