Redwood Financial Network’s WisdomTree US LargeCap Fund EPS Stock Holding History

Redwood Financial Network’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	$456K	Hold	6,689	–	–	0.3%	94
2025 Q4	$474K	Sell	6,689 -25	-0.4%	-$1.75K	0.3%	97
2025 Q3	$463K	Sell	6,714 -477	-7%	-$31.7K	0.29%	105
2025 Q2	$460K	Hold	7,191	–	–	0.31%	100
2025 Q1	$426K	Hold	7,191	–	–	0.32%	98
2024 Q4	$440K	Hold	7,191	–	–	0.33%	92
2024 Q3	$432K	Sell	7,191 -411	-5%	-$23.8K	0.34%	95
2024 Q2	$432K	Sell	7,602 -319	-4%	-$17.6K	0.36%	91
2024 Q1	$439K	Sell	7,921 -3,385	-30%	-$178K	0.38%	83
2023 Q4	$567K	Sell	11,306 -1,090	-9%	-$51.5K	0.55%	59
2023 Q3	$567K	Sell	12,396 -516	-4%	-$24.4K	0.6%	54
2023 Q2	$603K	Sell	12,912 -214	-2%	-$9.55K	0.57%	57
2023 Q1	$574K	Buy	13,126 +2	+0%	+$86	0.58%	57
2022 Q4	$546K	Buy	13,124 +3	+0%	+$125	0.62%	57
2022 Q3	$504K	Buy	13,121 +3	+0%	+$128	0.58%	62
2022 Q2	$535K	Buy	13,118 +2	+0%	+$88	0.58%	61
2022 Q1	$634K	Buy	+13,116	New	+$628K	0.59%	60

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

Redwood Financial Network's EPS Position: Q1 2026 in Review

Redwood Financial Network held its WisdomTree US LargeCap Fund (EPS) position steady in Q1 2026 at 6,689 shares worth $456K. The position accounts for 0.3% of the portfolio, ranked #94.

Redwood Financial Network first reported a position in EPS in Q1 2022 and has held it in 17 quarters since. The position peaked at $634K in Q1 2022. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

Redwood Financial Network held 6,689 shares of WisdomTree US LargeCap Fund worth $456K as of Q1 2026.
Redwood Financial Network left its WisdomTree US LargeCap Fund share count unchanged in Q1 2026.
WisdomTree US LargeCap Fund made up 0.3% of Redwood Financial Network's portfolio in Q1 2026, its #94 holding.
Redwood Financial Network first reported a position in WisdomTree US LargeCap Fund in Q1 2022 and has held it in 17 quarters since.
Redwood Financial Network's WisdomTree US LargeCap Fund position peaked at $634K in Q1 2022.
172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Redwood Financial Network's 13F filing for Q1 2026, filed 14 May 2026.