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United Advisor Group’s WisdomTree US LargeCap Fund EPS Stock Holding History

United Advisor 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
Q3 		$592K Buy
7,401
+742
+11% +$59.2K 0.06% 314
2026
Q2 		$518K Buy
6,659
+1,078
+19% +$81.7K 0.05% 309
2026
Q1 		$380K Buy
5,581
+1,163
+26% +$82.3K 0.05% 341
2025
Q4 		$313K Buy
+4,418
New +$309K 0.04% 369

Other funds holding EPS

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Garrett Wealth Advisory Group
Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Integrity Alliance
Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return
WealthPlan Investment Management
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
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

United Advisor Group's EPS Position: Q3 2026 in Review

United Advisor Group increased its WisdomTree US LargeCap Fund (EPS) stake by 11% in Q3 2026, buying an estimated $59.2K and bringing the position to 7,401 shares worth $592K. The position accounts for 0.06% of the portfolio, ranked #314.

United Advisor Group first reported a position in EPS in Q4 2025 and has held it in 4 quarters since. 151 funds tracked by Wall St. Rank hold EPS as of Q3 2026.

  • United Advisor Group held 7,401 shares of WisdomTree US LargeCap Fund worth $592K as of Q3 2026.
  • United Advisor Group bought 742 WisdomTree US LargeCap Fund shares in Q3 2026, an estimated $59.2K.
  • WisdomTree US LargeCap Fund made up 0.06% of United Advisor Group's portfolio in Q3 2026, its #314 holding.
  • United Advisor Group first reported a position in WisdomTree US LargeCap Fund in Q4 2025 and has held it in 4 quarters since.
  • 151 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.