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

Sanctuary 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 Q1	–	Sell	-3,291	Closed	-$210K	–	2256
2024 Q4	$210K	Hold	3,291	–	–	﹤0.01%	2221
2024 Q3	$207K	Buy	+3,291	New	+$190K	﹤0.01%	2208

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 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

Integrity Alliance Urbandale, Iowa $2.64B AUM 16.75% 1-Year Est. Return

TFG

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sanctuary Advisors's EPS Position: Q1 2025 in Review

Sanctuary Advisors sold out of WisdomTree US LargeCap Fund (EPS) in Q1 2025, closing a stake of 3,291 shares — an estimated $210K sold.

Sanctuary Advisors first reported a position in EPS in Q3 2024 and held it in 2 quarters. The position peaked at $210K in Q4 2024. 147 funds tracked by Wall St. Rank hold EPS as of Q1 2025.

Sanctuary Advisors reported no remaining WisdomTree US LargeCap Fund position as of Q1 2025 after selling out during the quarter.
Sanctuary Advisors sold 3,291 WisdomTree US LargeCap Fund shares in Q1 2025, an estimated $210K.
Sanctuary Advisors first reported a position in WisdomTree US LargeCap Fund in Q3 2024 and held it in 2 quarters.
Sanctuary Advisors's WisdomTree US LargeCap Fund position peaked at $210K in Q4 2024.
147 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2025.

Based on Sanctuary Advisors's 13F filing for Q1 2025, filed 6 Jan 2026.