Seek First’s WisdomTree US LargeCap Fund EPS Stock Holding History

Seek First’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 Q3	$706K	Buy	8,826 +25	+0.3%	+$2K	0.45%	36
2026 Q2	$685K	Buy	8,801 +26	+0.3%	+$1.97K	0.43%	35
2026 Q1	$598K	Sell	8,775 -904	-9%	-$64K	0.42%	35
2025 Q4	$686K	Sell	9,679 -131	-1%	-$9.16K	0.47%	35
2025 Q3	$676K	Sell	9,810 -1,146	-10%	-$76.2K	0.49%	32
2025 Q2	$701K	Buy	10,956 +40	+0.4%	+$2.39K	0.57%	28
2025 Q1	$647K	Buy	+10,916	New	+$675K	0.57%	29

Other funds holding EPS

Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $253M AUM 9.36% 1-Year Est. Return

Stenger Family Office Naperville, Illinois $728M AUM 21.16% 1-Year Est. Return

Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return

Marietta Wealth Management Marietta, Georgia $945M AUM 19.14% 1-Year Est. Return

TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return

Seek First's EPS Position: Q3 2026 in Review

Seek First increased its WisdomTree US LargeCap Fund (EPS) stake by 0.28% in Q3 2026, buying an estimated $2K and bringing the position to 8,826 shares worth $706K. The position accounts for 0.45% of the portfolio, ranked #36.

Seek First first reported a position in EPS in Q1 2025 and has held it in 7 quarters since. 64 funds tracked by Wall St. Rank hold EPS as of Q3 2026.

Seek First held 8,826 shares of WisdomTree US LargeCap Fund worth $706K as of Q3 2026.
Seek First bought 25 WisdomTree US LargeCap Fund shares in Q3 2026, an estimated $2K.
WisdomTree US LargeCap Fund made up 0.45% of Seek First's portfolio in Q3 2026, its #36 holding.
Seek First first reported a position in WisdomTree US LargeCap Fund in Q1 2025 and has held it in 7 quarters since.
64 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q3 2026.

Based on Seek First's 13F filing for Q3 2026, filed 27 Oct 2026.