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Toth Financial Advisory’s WisdomTree US LargeCap Fund EPS Stock Holding History

Toth Financial Advisory’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
2025
Q4 		– Sell
-183
Closed -$12.6K – 945
2025
Q3 		$12.6K Buy
+183
New +$12.2K ﹤0.01% 518

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
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM

Toth Financial Advisory's EPS Position: Q4 2025 in Review

Toth Financial Advisory sold out of WisdomTree US LargeCap Fund (EPS) in Q4 2025, closing a stake of 183 shares — an estimated $12.6K sold.

Toth Financial Advisory first reported a position in EPS in Q3 2025 and held it in 1 quarter. The position peaked at $12.6K in Q3 2025. 161 funds tracked by Wall St. Rank hold EPS as of Q4 2025.

  • Toth Financial Advisory reported no remaining WisdomTree US LargeCap Fund position as of Q4 2025 after selling out during the quarter.
  • Toth Financial Advisory sold 183 WisdomTree US LargeCap Fund shares in Q4 2025, an estimated $12.6K.
  • Toth Financial Advisory first reported a position in WisdomTree US LargeCap Fund in Q3 2025 and held it in 1 quarter.
  • Toth Financial Advisory's WisdomTree US LargeCap Fund position peaked at $12.6K in Q3 2025.
  • 161 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q4 2025.

Based on Toth Financial Advisory's 13F filing for Q4 2025, filed 20 Jan 2026.