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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
Q2 		$407K Sell
5,238
-150
-3% -$11.4K 0.12% 152
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 $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

Strategic Financial Concepts's EPS Position: Q2 2026 in Review

Strategic Financial Concepts reduced its WisdomTree US LargeCap Fund (EPS) stake by 2.8% in Q2 2026, selling an estimated $11.4K and leaving 5,238 shares worth $407K. The position accounts for 0.12% of the portfolio, ranked #152.

Strategic Financial Concepts first reported a position in EPS in Q3 2025 and has held it in 3 quarters since. 175 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • Strategic Financial Concepts held 5,238 shares of WisdomTree US LargeCap Fund worth $407K as of Q2 2026.
  • Strategic Financial Concepts sold 150 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $11.4K.
  • WisdomTree US LargeCap Fund made up 0.12% of Strategic Financial Concepts's portfolio in Q2 2026, its #152 holding.
  • Strategic Financial Concepts first reported a position in WisdomTree US LargeCap Fund in Q3 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 Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.