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SHP Wealth Management’s WisdomTree US LargeCap Fund EPS Stock Holding History

SHP Wealth Management’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 		$3.5K Hold
45
– – ﹤0.01% 1246
2026
Q1 		$3.06K Hold
45
– – ﹤0.01% 1181
2025
Q4 		$3.19K Buy
+45
New +$3.15K ﹤0.01% 1056

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

SHP Wealth Management's EPS Position: Q2 2026 in Review

SHP Wealth Management held its WisdomTree US LargeCap Fund (EPS) position steady in Q2 2026 at 45 shares worth $3.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1246.

SHP Wealth Management first reported a position in EPS in Q4 2025 and has held it in 3 quarters since. 175 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • SHP Wealth Management held 45 shares of WisdomTree US LargeCap Fund worth $3.5K as of Q2 2026.
  • SHP Wealth Management left its WisdomTree US LargeCap Fund share count unchanged in Q2 2026.
  • WisdomTree US LargeCap Fund made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1246 holding.
  • SHP Wealth Management first reported a position in WisdomTree US LargeCap Fund in Q4 2025 and has held it in 3 quarters since.
  • 175 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.