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Strategic Financial Concepts’s WisdomTree US LargeCap Fund EPS Stock Holding History

Strategic Financial Concepts’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 		$367K Buy
+5,388
New +$381K 0.09% 187
2025
Q4 		– Sell
-4,930
Closed -$340K – 163
2025
Q3 		$340K Buy
+4,930
New +$328K 0.05% 177

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

Strategic Financial Concepts's EPS Position: Q1 2026 in Review

Strategic Financial Concepts opened a new position in WisdomTree US LargeCap Fund (EPS) in Q1 2026: 5,388 shares worth $367K. The stake represents 0.09% of the portfolio and ranks #187 among its holdings. This is a return to the name: Strategic Financial Concepts previously reported a position in EPS as recently as Q3 2025.

Strategic Financial Concepts first reported a position in EPS in Q3 2025 and has held it in 2 quarters since. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

  • Strategic Financial Concepts held 5,388 shares of WisdomTree US LargeCap Fund worth $367K as of Q1 2026.
  • WisdomTree US LargeCap Fund was a new Strategic Financial Concepts position in Q1 2026.
  • WisdomTree US LargeCap Fund made up 0.09% of Strategic Financial Concepts's portfolio in Q1 2026, its #187 holding.
  • Strategic Financial Concepts first reported a position in WisdomTree US LargeCap Fund in Q3 2025 and has held it in 2 quarters since.
  • 172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Strategic Financial Concepts's 13F filing for Q1 2026, filed 13 May 2026.