Wealth Enhancement Advisory Services
EPS icon

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
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

TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
SFO
Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
LWM
LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
SL
SWMG LLC Fort Worth, Texas $424M AUM 23.58% 1-Year Est. Return

Wealth Enhancement Advisory Services's EPS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its WisdomTree US LargeCap Fund (EPS) stake by 55% in Q2 2026, buying an estimated $447K and bringing the position to 16,560 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1875.

Wealth Enhancement Advisory Services first reported a position in EPS in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.24M in Q3 2023. 22 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 16,560 shares of WisdomTree US LargeCap Fund worth $1.31M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 5,900 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $447K.
  • WisdomTree US LargeCap Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1875 holding.
  • Wealth Enhancement Advisory Services first reported a position in WisdomTree US LargeCap Fund in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's WisdomTree US LargeCap Fund position peaked at $2.24M in Q3 2023.
  • 22 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.