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Triad Wealth Partners’s WisdomTree US LargeCap Fund EPS Stock Holding History

Triad Wealth Partners’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 		$767K Sell
11,268
-8,319
-42% -$589K 0.06% 206
2025
Q4 		$1.39M Buy
19,587
+9,920
+103% +$694K 0.13% 121
2025
Q3 		$666K Buy
+9,667
New +$643K 0.09% 163

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

Triad Wealth Partners's EPS Position: Q1 2026 in Review

Triad Wealth Partners reduced its WisdomTree US LargeCap Fund (EPS) stake by 42% in Q1 2026, selling an estimated $589K and leaving 11,268 shares worth $767K. The position accounts for 0.06% of the portfolio, ranked #206.

Triad Wealth Partners first reported a position in EPS in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.39M in Q4 2025. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

  • Triad Wealth Partners held 11,268 shares of WisdomTree US LargeCap Fund worth $767K as of Q1 2026.
  • Triad Wealth Partners sold 8,319 WisdomTree US LargeCap Fund shares in Q1 2026, an estimated $589K.
  • WisdomTree US LargeCap Fund made up 0.06% of Triad Wealth Partners's portfolio in Q1 2026, its #206 holding.
  • Triad Wealth Partners first reported a position in WisdomTree US LargeCap Fund in Q3 2025 and has held it in 3 quarters since.
  • Triad Wealth Partners's WisdomTree US LargeCap Fund position peaked at $1.39M in Q4 2025.
  • 172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.