Secured Retirement Advisors’s WisdomTree US LargeCap Fund EPS Stock Holding History

Secured Retirement 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
2026 Q2	$240K	Hold	3,084	–	–	0.12%	131
2026 Q1	$210K	Sell	3,084 -675	-18%	-$47.8K	0.12%	129
2025 Q4	$266K	Hold	3,759	–	–	0.15%	114
2025 Q3	$259K	Hold	3,759	–	–	0.14%	115
2025 Q2	$241K	Sell	3,759 -1,230	-25%	-$73.4K	0.14%	106
2025 Q1	$296K	Sell	4,989 -280	-5%	-$17.3K	0.19%	103
2024 Q4	$322K	Sell	5,269 -623	-11%	-$38.5K	0.18%	116
2024 Q3	$354K	Sell	5,892 -463	-7%	-$26.8K	0.25%	86
2024 Q2	$361K	Sell	6,355 -251	-4%	-$13.9K	0.28%	83
2024 Q1	$366K	Hold	6,606	–	–	0.31%	83
2023 Q4	$331K	Buy	+6,606	New	+$312K	0.32%	80

Other funds holding EPS

TFG

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

SFO

Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

TWM

TopTier Wealth Management Muskego, Wisconsin $166M AUM

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

LWM

LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Secured Retirement Advisors's EPS Position: Q2 2026 in Review

Secured Retirement Advisors held its WisdomTree US LargeCap Fund (EPS) position steady in Q2 2026 at 3,084 shares worth $240K. The position accounts for 0.12% of the portfolio, ranked #131.

Secured Retirement Advisors first reported a position in EPS in Q4 2023 and has held it in 11 quarters since. The position peaked at $366K in Q1 2024. 22 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

Secured Retirement Advisors held 3,084 shares of WisdomTree US LargeCap Fund worth $240K as of Q2 2026.
Secured Retirement Advisors left its WisdomTree US LargeCap Fund share count unchanged in Q2 2026.
WisdomTree US LargeCap Fund made up 0.12% of Secured Retirement Advisors's portfolio in Q2 2026, its #131 holding.
Secured Retirement Advisors first reported a position in WisdomTree US LargeCap Fund in Q4 2023 and has held it in 11 quarters since.
Secured Retirement Advisors's WisdomTree US LargeCap Fund position peaked at $366K in Q1 2024.
22 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.