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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
Q2 		$48.8K Sell
627
-1,023
-62% -$77.5K 0.01% 305
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

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

REAP Financial Group's EPS Position: Q2 2026 in Review

REAP Financial Group reduced its WisdomTree US LargeCap Fund (EPS) stake by 62% in Q2 2026, selling an estimated $77.5K and leaving 627 shares worth $48.8K. The position accounts for 0.01% of the portfolio, ranked #305.

REAP Financial Group first reported a position in EPS in Q4 2023 and has held it in 11 quarters since. The position peaked at $627K in Q4 2023. 175 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • REAP Financial Group held 627 shares of WisdomTree US LargeCap Fund worth $48.8K as of Q2 2026.
  • REAP Financial Group sold 1,023 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $77.5K.
  • WisdomTree US LargeCap Fund made up 0.01% of REAP Financial Group's portfolio in Q2 2026, its #305 holding.
  • REAP Financial Group first reported a position in WisdomTree US LargeCap Fund in Q4 2023 and has held it in 11 quarters since.
  • REAP Financial Group's WisdomTree US LargeCap Fund position peaked at $627K in Q4 2023.
  • 175 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on REAP Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.