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Private Advisor Group’s WisdomTree US LargeCap Fund EPS Stock Holding History

Private Advisor Group’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 		$51.7M Sell
664,596
-28,996
-4% -$2.2M 0.24% 86
2026
Q1 		$47.2M Buy
693,592
+34,878
+5% +$2.47M 0.22% 98
2025
Q4 		$46.7M Buy
658,714
+37,743
+6% +$2.64M 0.22% 96
2025
Q3 		$42.8M Sell
620,971
-437,205
-41% -$29.1M 0.21% 101
2025
Q2 		$67.7M Sell
1,058,176
-16,811
-2% -$1M 0.36% 48
2025
Q1 		$63.7M Buy
1,074,987
+40,594
+4% +$2.51M 0.39% 45
2024
Q4 		$63.3M Buy
1,034,393
+18,050
+2% +$1.12M 0.36% 53
2024
Q3 		$61M Sell
1,016,343
-17,862
-2% -$1.03M 0.38% 46
2024
Q2 		$58.8M Buy
1,034,205
+52,690
+5% +$2.91M 0.39% 42
2024
Q1 		$54.4M Sell
981,515
-22,465
-2% -$1.18M 0.39% 51
2023
Q4 		$50.3M Buy
1,003,980
+58,266
+6% +$2.75M 0.39% 46
2023
Q3 		$43.3M Buy
945,714
+21,442
+2% +$1.01M 0.39% 53
2023
Q2 		$43.4M Buy
924,272
+9,739
+1% +$435K 0.38% 55
2023
Q1 		$40M Buy
914,533
+48,661
+6% +$2.1M 0.38% 55
2022
Q4 		$4.81M Sell
865,872
-75,823
-8% -$3.16M 0.24% 93
2022
Q3 		$36.2M Buy
941,695
+20,226
+2% +$863K 0.42% 45
2022
Q2 		$37.6M Buy
921,469
+509,985
+124% +$22.6M 0.34% 59
2022
Q1 		$19.9M Buy
411,484
+40,098
+11% +$1.92M 0.15% 135
2021
Q4 		$18.7M Buy
371,386
+243,081
+189% +$11.8M 0.14% 148
2021
Q3 		$5.9M Buy
128,305
+62,688
+96% +$2.97M 0.04% 457
2021
Q2 		$3.03M Buy
65,617
+7,809
+14% +$355K 0.03% 595
2021
Q1 		$2.51M Buy
57,808
+6,503
+13% +$271K 0.02% 616
2020
Q4 		$2.06M Buy
51,305
+30,653
+148% +$1.16M 0.02% 654
2020
Q3 		$701K Buy
20,652
+292
+1% +$10.3K 0.01% 927
2020
Q2 		$675K Buy
20,360
+366
+2% +$11.6K 0.01% 905
2020
Q1 		$562K Sell
19,994
-343,290
-94% -$11.7M 0.01% 854
2019
Q4 		$13.3M Buy
+363,284
New +$12.7M 0.21% 107

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
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

Private Advisor Group's EPS Position: Q2 2026 in Review

Private Advisor Group reduced its WisdomTree US LargeCap Fund (EPS) stake by 4.2% in Q2 2026, selling an estimated $2.2M and leaving 664,596 shares worth $51.7M. The position accounts for 0.24% of the portfolio, ranked #86.

Private Advisor Group first reported a position in EPS in Q4 2019 and has held it in 27 quarters since. The position peaked at $67.7M in Q2 2025. 174 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • Private Advisor Group held 664,596 shares of WisdomTree US LargeCap Fund worth $51.7M as of Q2 2026.
  • Private Advisor Group sold 28,996 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $2.2M.
  • WisdomTree US LargeCap Fund made up 0.24% of Private Advisor Group's portfolio in Q2 2026, its #86 holding.
  • Private Advisor Group first reported a position in WisdomTree US LargeCap Fund in Q4 2019 and has held it in 27 quarters since.
  • Private Advisor Group's WisdomTree US LargeCap Fund position peaked at $67.7M in Q2 2025.
  • 174 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.