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Team Financial Group’s WisdomTree US LargeCap Fund EPS Stock Holding History

Team Financial Group’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 		$35.6M Buy
457,411
+6,638
+1% +$503K 15.11% 2
2026
Q1 		$30.7M Buy
450,773
+3,229
+0.7% +$228K 13.94% 2
2025
Q4 		$31.7M Sell
447,544
-4,255
-0.9% -$298K 14.39% 2
2025
Q3 		$31.1M Sell
451,799
-41
-0% -$2.73K 14.44% 2
2025
Q2 		$28.9M Buy
451,840
+25,403
+6% +$1.52M 14.22% 2
2025
Q1 		$25.3M Sell
426,437
-6,820
-2% -$422K 14.59% 2
2024
Q4 		$26.5M Buy
433,257
+4,758
+1% +$294K 15.2% 2
2024
Q3 		$25.7M Buy
428,499
+7,421
+2% +$429K 15.3% 2
2024
Q2 		$24M Buy
421,078
+16,095
+4% +$889K 15.39% 2
2024
Q1 		$22.4M Sell
404,983
-5,376
-1% -$282K 15.1% 2
2023
Q4 		$20.6M Buy
410,359
+13,722
+3% +$648K 14.76% 2
2023
Q3 		$18.1M Buy
+396,637
New +$18.7M 14.99% 1

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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FGC
Financial Gravity Companies Lakeway, Texas $616M AUM

Team Financial Group's EPS Position: Q2 2026 in Review

Team Financial Group increased its WisdomTree US LargeCap Fund (EPS) stake by 1.5% in Q2 2026, buying an estimated $503K and bringing the position to 457,411 shares worth $35.6M. The position accounts for 15.11% of the portfolio, ranked #2.

Team Financial Group first reported a position in EPS in Q3 2023 and has held it in 12 quarters since. 174 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • Team Financial Group held 457,411 shares of WisdomTree US LargeCap Fund worth $35.6M as of Q2 2026.
  • Team Financial Group bought 6,638 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $503K.
  • WisdomTree US LargeCap Fund made up 15.11% of Team Financial Group's portfolio in Q2 2026, its #2 holding.
  • Team Financial Group first reported a position in WisdomTree US LargeCap Fund in Q3 2023 and has held it in 12 quarters since.
  • 174 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.