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Walkner Condon Financial Advisors’s WisdomTree US LargeCap Fund EPS Stock Holding History

Walkner Condon Financial Advisors’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 		$276K Hold
3,545
– – 0.03% 278
2026
Q1 		$241K Hold
3,545
– – 0.03% 279
2025
Q4 		$251K Sell
3,545
-704
-17% -$49.2K 0.03% 260
2025
Q3 		$293K Hold
4,249
– – 0.05% 237
2025
Q2 		$272K Hold
4,249
– – 0.05% 230
2025
Q1 		$252K Sell
4,249
-136
-3% -$8.42K 0.05% 229
2024
Q4 		$268K Sell
4,385
-1,142
-21% -$70.6K 0.05% 233
2024
Q3 		$332K Sell
5,527
-256
-4% -$14.8K 0.07% 203
2024
Q2 		$329K Sell
5,783
-669
-10% -$36.9K 0.07% 189
2024
Q1 		$357K Sell
6,452
-365
-5% -$19.1K 0.08% 194
2023
Q4 		$342K Hold
6,817
– – 0.08% 191
2023
Q3 		$312K Sell
6,817
-137
-2% -$6.47K 0.08% 184
2023
Q2 		$325K Sell
6,954
-688
-9% -$30.7K 0.09% 175
2023
Q1 		$334K Buy
7,642
+36
+0.5% +$1.55K 0.09% 158
2022
Q4 		$316K Buy
+7,606
New +$317K 0.09% 159
2021
Q4 		– Sell
-4,955
Closed -$228K – 128
2021
Q3 		$228K Sell
4,955
-256
-5% -$12.1K 0.11% 127
2021
Q2 		$240K Sell
5,211
-168
-3% -$7.64K 0.09% 149
2021
Q1 		$233K Sell
5,379
-23
-0.4% -$959 0.09% 152
2020
Q4 		$217K Buy
+5,402
New +$205K 0.09% 130
2020
Q1 		– Sell
-9,297
Closed -$341K – 56
2019
Q4 		$341K Buy
+9,297
New +$325K 0.33% 49

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
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Walkner Condon Financial Advisors's EPS Position: Q2 2026 in Review

Walkner Condon Financial Advisors held its WisdomTree US LargeCap Fund (EPS) position steady in Q2 2026 at 3,545 shares worth $276K. The position accounts for 0.03% of the portfolio, ranked #278.

Walkner Condon Financial Advisors first reported a position in EPS in Q4 2019 and has held it in 20 quarters since. The position peaked at $357K in Q1 2024. 174 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • Walkner Condon Financial Advisors held 3,545 shares of WisdomTree US LargeCap Fund worth $276K as of Q2 2026.
  • Walkner Condon Financial Advisors left its WisdomTree US LargeCap Fund share count unchanged in Q2 2026.
  • WisdomTree US LargeCap Fund made up 0.03% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #278 holding.
  • Walkner Condon Financial Advisors first reported a position in WisdomTree US LargeCap Fund in Q4 2019 and has held it in 20 quarters since.
  • Walkner Condon Financial Advisors's WisdomTree US LargeCap Fund position peaked at $357K in Q1 2024.
  • 174 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.