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 Q3	$894K	Buy	11,186 +27	+0.2%	+$2.15K	0.05%	224
2026 Q2	$890K	Sell	11,159 -109	-1%	-$8.26K	0.05%	222
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $253M AUM 9.36% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Flagship Wealth Advisors Wakefield, Massachusetts $461M AUM 17.89% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $605M AUM 14.86% 1-Year Est. Return

Stenger Family Office Naperville, Illinois $728M AUM 21.16% 1-Year Est. Return

Triad Wealth Partners's EPS Position: Q3 2026 in Review

Triad Wealth Partners increased its WisdomTree US LargeCap Fund (EPS) stake by 0.24% in Q3 2026, buying an estimated $2.15K and bringing the position to 11,186 shares worth $894K. The position accounts for 0.05% of the portfolio, ranked #224.

Triad Wealth Partners first reported a position in EPS in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.39M in Q4 2025. 97 funds tracked by Wall St. Rank hold EPS as of Q3 2026.

Triad Wealth Partners held 11,186 shares of WisdomTree US LargeCap Fund worth $894K as of Q3 2026.
Triad Wealth Partners bought 27 WisdomTree US LargeCap Fund shares in Q3 2026, an estimated $2.15K.
WisdomTree US LargeCap Fund made up 0.05% of Triad Wealth Partners's portfolio in Q3 2026, its #224 holding.
Triad Wealth Partners first reported a position in WisdomTree US LargeCap Fund in Q3 2025 and has held it in 5 quarters since.
Triad Wealth Partners's WisdomTree US LargeCap Fund position peaked at $1.39M in Q4 2025.
97 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.