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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

FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 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.