REAP Financial Group’s WisdomTree US LargeCap Fund EPS Stock Holding History

REAP Financial 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 Q1	$112K	Sell	1,650 -448	-21%	-$31.7K	0.02%	187
2025 Q4	$149K	Sell	2,098 -120	-5%	-$8.39K	0.03%	157
2025 Q3	$153K	Sell	2,218 -555	-20%	-$36.9K	0.03%	136
2025 Q2	$177K	Sell	2,773 -240	-8%	-$14.3K	0.04%	123
2025 Q1	$179K	Sell	3,013 -1,168	-28%	-$72.3K	0.04%	107
2024 Q4	$256K	Sell	4,181 -1,323	-24%	-$81.8K	0.06%	100
2024 Q3	$330K	Sell	5,504 -824	-13%	-$47.7K	0.08%	93
2024 Q2	$360K	Sell	6,328 -2,968	-32%	-$164K	0.1%	88
2024 Q1	$515K	Sell	9,296 -3,205	-26%	-$168K	0.14%	85
2023 Q4	$627K	Buy	+12,501	New	+$590K	0.18%	77

Other funds holding EPS

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

REAP Financial Group's EPS Position: Q1 2026 in Review

REAP Financial Group reduced its WisdomTree US LargeCap Fund (EPS) stake by 21% in Q1 2026, selling an estimated $31.7K and leaving 1,650 shares worth $112K. The position accounts for 0.02% of the portfolio, ranked #187.

REAP Financial Group first reported a position in EPS in Q4 2023 and has held it in 10 quarters since. The position peaked at $627K in Q4 2023. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

REAP Financial Group held 1,650 shares of WisdomTree US LargeCap Fund worth $112K as of Q1 2026.
REAP Financial Group sold 448 WisdomTree US LargeCap Fund shares in Q1 2026, an estimated $31.7K.
WisdomTree US LargeCap Fund made up 0.02% of REAP Financial Group's portfolio in Q1 2026, its #187 holding.
REAP Financial Group first reported a position in WisdomTree US LargeCap Fund in Q4 2023 and has held it in 10 quarters since.
REAP Financial Group's WisdomTree US LargeCap Fund position peaked at $627K in Q4 2023.
172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on REAP Financial Group's 13F filing for Q1 2026, filed 11 May 2026.