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PSI Advisors’s WisdomTree US LargeCap Fund EPS Stock Holding History

PSI 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
2025
Q2 		– Sell
-29
Closed -$1.72K – 267
2025
Q1 		$1.72K Hold
29
– – ﹤0.01% 610
2024
Q4 		$1.77K Hold
29
– – ﹤0.01% 739
2024
Q3 		$1.74K Hold
29
– – ﹤0.01% 756
2024
Q2 		$1.65K Hold
29
– – ﹤0.01% 738
2024
Q1 		$1.61K Hold
29
– – ﹤0.01% 679
2023
Q4 		$1.45K Hold
29
– – ﹤0.01% 740
2023
Q3 		$1.33K Hold
29
– – ﹤0.01% 713
2023
Q2 		$1.35K Hold
29
– – ﹤0.01% 691
2023
Q1 		$1.27K Hold
29
– – ﹤0.01% 646
2022
Q4 		$1.21K Sell
29
-254
-90% -$10.6K ﹤0.01% 646
2022
Q3 		$11K Sell
283
-460
-62% -$19.6K 0.01% 413
2022
Q2 		$31K Sell
743
-5,055
-87% -$224K 0.02% 299
2022
Q1 		$281K Sell
5,798
-52
-0.9% -$2.49K 0.12% 115
2021
Q4 		$294K Sell
5,850
-398
-6% -$19.4K 0.12% 119
2021
Q3 		$288K Buy
6,248
+1,266
+25% +$60K 0.13% 119
2021
Q2 		$230K Sell
4,982
-42
-0.8% -$1.91K 0.12% 123
2021
Q1 		$217K Sell
5,024
-187
-4% -$7.8K 0.13% 119
2020
Q4 		$209K Sell
5,211
-1,730
-25% -$65.6K 0.14% 118
2020
Q3 		$245K Sell
6,941
-6
-0.1% -$211 0.19% 98
2020
Q2 		$230K Buy
+6,947
New +$220K 0.19% 100
2020
Q1 		– Sell
-5,824
Closed -$213K – 247
2019
Q4 		$213K Buy
+5,824
New +$204K 0.14% 124

Other funds holding EPS

FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FGC
Financial Gravity Companies Lakeway, Texas $509M AUM
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

PSI Advisors's EPS Position: Q2 2025 in Review

PSI Advisors sold out of WisdomTree US LargeCap Fund (EPS) in Q2 2025, closing a stake of 29 shares — an estimated $1.72K sold.

PSI Advisors first reported a position in EPS in Q4 2019 and held it in 21 quarters. The position peaked at $294K in Q4 2021. 148 funds tracked by Wall St. Rank hold EPS as of Q2 2025.

  • PSI Advisors reported no remaining WisdomTree US LargeCap Fund position as of Q2 2025 after selling out during the quarter.
  • PSI Advisors sold 29 WisdomTree US LargeCap Fund shares in Q2 2025, an estimated $1.72K.
  • PSI Advisors first reported a position in WisdomTree US LargeCap Fund in Q4 2019 and held it in 21 quarters.
  • PSI Advisors's WisdomTree US LargeCap Fund position peaked at $294K in Q4 2021.
  • 148 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.