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Summit Financial’s WisdomTree US LargeCap Fund EPS Stock Holding History

Summit Financial’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 		$935K Sell
12,024
-1,331
-10% -$101K 0.01% 861
2026
Q1 		$910K Sell
13,355
-2,638
-16% -$187K 0.01% 809
2025
Q4 		$1.13M Sell
15,993
-467
-3% -$32.7K 0.02% 621
2025
Q3 		$1.13M Buy
+16,460
New +$1.09M 0.02% 614

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

Summit Financial's EPS Position: Q2 2026 in Review

Summit Financial reduced its WisdomTree US LargeCap Fund (EPS) stake by 10% in Q2 2026, selling an estimated $101K and leaving 12,024 shares worth $935K. The position accounts for 0.01% of the portfolio, ranked #861.

Summit Financial first reported a position in EPS in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.13M in Q3 2025. 175 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • Summit Financial held 12,024 shares of WisdomTree US LargeCap Fund worth $935K as of Q2 2026.
  • Summit Financial sold 1,331 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $101K.
  • WisdomTree US LargeCap Fund made up 0.01% of Summit Financial's portfolio in Q2 2026, its #861 holding.
  • Summit Financial first reported a position in WisdomTree US LargeCap Fund in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's WisdomTree US LargeCap Fund position peaked at $1.13M in Q3 2025.
  • 175 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.