Wealth Enhancement Advisory Services’s WisdomTree US LargeCap Fund EPS Stock Holding History

Wealth Enhancement Advisory Services’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	$1.36M	Buy	16,751 +191	+1%	+$15.2K	﹤0.01%	1956
2026 Q2	$1.31M	Buy	16,560 +5,900	+55%	+$447K	﹤0.01%	1875
2026 Q1	$732K	Sell	10,660 -11,688	-52%	-$827K	﹤0.01%	2031
2025 Q4	$1.61M	Sell	22,348 -1,055	-5%	-$73.8K	﹤0.01%	1649
2025 Q3	$1.62M	Sell	23,403 -1,212	-5%	-$80.6K	﹤0.01%	1577
2025 Q2	$1.6M	Buy	24,615 +587	+2%	+$35K	﹤0.01%	1478
2025 Q1	$1.42M	Sell	24,028 -170	-0.7%	-$10.5K	﹤0.01%	1418
2024 Q4	$1.48M	Sell	24,198 -617	-2%	-$38.1K	﹤0.01%	1329
2024 Q3	$1.49M	Buy	24,815 +372	+2%	+$21.5K	﹤0.01%	1199
2024 Q2	$1.39M	Sell	24,443 -3,183	-12%	-$176K	﹤0.01%	1143
2024 Q1	$1.53M	Sell	27,626 -13,489	-33%	-$707K	﹤0.01%	1065
2023 Q4	$2.06M	Sell	41,115 -7,952	-16%	-$375K	0.01%	882
2023 Q3	$2.24M	Buy	+49,067	New	+$2.32M	0.01%	822

Other funds holding EPS

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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 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

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 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

Wealth Enhancement Advisory Services's EPS Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its WisdomTree US LargeCap Fund (EPS) stake by 1.2% in Q3 2026, buying an estimated $15.2K and bringing the position to 16,751 shares worth $1.36M. The position accounts for ﹤0.01% of the portfolio, ranked #1956.

Wealth Enhancement Advisory Services first reported a position in EPS in Q3 2023 and has held it in 13 quarters since. The position peaked at $2.24M in Q3 2023. 151 funds tracked by Wall St. Rank hold EPS as of Q3 2026.

Wealth Enhancement Advisory Services held 16,751 shares of WisdomTree US LargeCap Fund worth $1.36M as of Q3 2026.
Wealth Enhancement Advisory Services bought 191 WisdomTree US LargeCap Fund shares in Q3 2026, an estimated $15.2K.
WisdomTree US LargeCap Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1956 holding.
Wealth Enhancement Advisory Services first reported a position in WisdomTree US LargeCap Fund in Q3 2023 and has held it in 13 quarters since.
Wealth Enhancement Advisory Services's WisdomTree US LargeCap Fund position peaked at $2.24M in Q3 2023.
151 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.