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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
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

FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Seek First's EPS Position: Q2 2026 in Review

Seek First increased its WisdomTree US LargeCap Fund (EPS) stake by 0.3% in Q2 2026, buying an estimated $1.97K and bringing the position to 8,801 shares worth $685K. The position accounts for 0.43% of the portfolio, ranked #35.

Seek First first reported a position in EPS in Q1 2025 and has held it in 6 quarters since. The position peaked at $701K in Q2 2025. 175 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • Seek First held 8,801 shares of WisdomTree US LargeCap Fund worth $685K as of Q2 2026.
  • Seek First bought 26 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $1.97K.
  • WisdomTree US LargeCap Fund made up 0.43% of Seek First's portfolio in Q2 2026, its #35 holding.
  • Seek First first reported a position in WisdomTree US LargeCap Fund in Q1 2025 and has held it in 6 quarters since.
  • Seek First's WisdomTree US LargeCap Fund position peaked at $701K in Q2 2025.
  • 175 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Seek First's 13F filing for Q2 2026, filed 28 Jul 2026.