Retirement Financial Solutions’s WisdomTree US LargeCap Fund EPS Stock Holding History

Retirement Financial Solutions’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	–	Sell	-81,652	Closed	-$5.79M	–	54
2025 Q4	$5.79M	Buy	81,652 +5,598	+7%	+$391K	1.69%	20
2025 Q3	$5.24M	Buy	76,054 +9,265	+14%	+$616K	1.64%	19
2025 Q2	$4.28M	Buy	66,789 +14,421	+28%	+$861K	1.51%	21
2025 Q1	$3.1M	Buy	+52,368	New	+$3.24M	1.21%	22

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

Retirement Financial Solutions's EPS Position: Q1 2026 in Review

Retirement Financial Solutions sold out of WisdomTree US LargeCap Fund (EPS) in Q1 2026, closing a stake of 81,652 shares — an estimated $5.79M sold.

Retirement Financial Solutions first reported a position in EPS in Q1 2025 and held it in 4 quarters. The position peaked at $5.79M in Q4 2025. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

Retirement Financial Solutions reported no remaining WisdomTree US LargeCap Fund position as of Q1 2026 after selling out during the quarter.
Retirement Financial Solutions sold 81,652 WisdomTree US LargeCap Fund shares in Q1 2026, an estimated $5.79M.
Retirement Financial Solutions first reported a position in WisdomTree US LargeCap Fund in Q1 2025 and held it in 4 quarters.
Retirement Financial Solutions's WisdomTree US LargeCap Fund position peaked at $5.79M in Q4 2025.
172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Retirement Financial Solutions's 13F filing for Q1 2026, filed 28 Apr 2026.