Seven Mile Advisory’s WisdomTree US LargeCap Fund EPS Stock Holding History

Seven Mile Advisory’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	-19,241	Closed	-$1.36M	–	216
2025 Q4	$1.36M	Buy	19,241 +66	+0.3%	+$4.62K	0.23%	59
2025 Q3	$1.32M	Buy	+19,175	New	+$1.27M	0.21%	68

Other funds holding EPS

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

GWAG

Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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 $2.01B AUM 27.28% 1-Year Est. Return

TFG

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

Seven Mile Advisory's EPS Position: Q1 2026 in Review

Seven Mile Advisory sold out of WisdomTree US LargeCap Fund (EPS) in Q1 2026, closing a stake of 19,241 shares — an estimated $1.36M sold.

Seven Mile Advisory first reported a position in EPS in Q3 2025 and held it in 2 quarters. The position peaked at $1.36M in Q4 2025. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

Seven Mile Advisory reported no remaining WisdomTree US LargeCap Fund position as of Q1 2026 after selling out during the quarter.
Seven Mile Advisory sold 19,241 WisdomTree US LargeCap Fund shares in Q1 2026, an estimated $1.36M.
Seven Mile Advisory first reported a position in WisdomTree US LargeCap Fund in Q3 2025 and held it in 2 quarters.
Seven Mile Advisory's WisdomTree US LargeCap Fund position peaked at $1.36M in Q4 2025.
172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Seven Mile Advisory's 13F filing for Q1 2026, filed 14 Apr 2026.