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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
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 $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

Summit Financial's EPS Position: Q1 2026 in Review

Summit Financial reduced its WisdomTree US LargeCap Fund (EPS) stake by 16% in Q1 2026, selling an estimated $187K and leaving 13,355 shares worth $910K. The position accounts for 0.01% of the portfolio, ranked #809.

Summit Financial first reported a position in EPS in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.13M in Q3 2025. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

  • Summit Financial held 13,355 shares of WisdomTree US LargeCap Fund worth $910K as of Q1 2026.
  • Summit Financial sold 2,638 WisdomTree US LargeCap Fund shares in Q1 2026, an estimated $187K.
  • WisdomTree US LargeCap Fund made up 0.01% of Summit Financial's portfolio in Q1 2026, its #809 holding.
  • Summit Financial first reported a position in WisdomTree US LargeCap Fund in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's WisdomTree US LargeCap Fund position peaked at $1.13M in Q3 2025.
  • 172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.