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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
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 $8.46B AUM 21.38% 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 $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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 $2.01B AUM 27.28% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

SHP Wealth Management's EPS Position: Q1 2026 in Review

SHP Wealth Management held its WisdomTree US LargeCap Fund (EPS) position steady in Q1 2026 at 45 shares worth $3.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1181.

SHP Wealth Management first reported a position in EPS in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.19K in Q4 2025. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

  • SHP Wealth Management held 45 shares of WisdomTree US LargeCap Fund worth $3.06K as of Q1 2026.
  • SHP Wealth Management left its WisdomTree US LargeCap Fund share count unchanged in Q1 2026.
  • WisdomTree US LargeCap Fund made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1181 holding.
  • SHP Wealth Management first reported a position in WisdomTree US LargeCap Fund in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's WisdomTree US LargeCap Fund position peaked at $3.19K in Q4 2025.
  • 172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.