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WealthPlan Investment Management’s WisdomTree US LargeCap Fund EPS Stock Holding History

WealthPlan Investment Management’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 		$40.2M Buy
516,386
+57,249
+12% +$4.34M 1.99% 7
2026
Q1 		$31.3M Buy
459,137
+225,844
+97% +$16M 1.74% 7
2025
Q4 		$16.5M Buy
233,293
+83,313
+56% +$5.83M 1.05% 20
2025
Q3 		$10.3M Buy
149,980
+121,443
+426% +$8.07M 0.69% 52
2025
Q2 		$1.83M Buy
+28,537
New +$1.7M 0.13% 132

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
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
FGC
Financial Gravity Companies Lakeway, Texas $616M AUM

WealthPlan Investment Management's EPS Position: Q2 2026 in Review

WealthPlan Investment Management increased its WisdomTree US LargeCap Fund (EPS) stake by 12% in Q2 2026, buying an estimated $4.34M and bringing the position to 516,386 shares worth $40.2M. The position accounts for 1.99% of the portfolio, ranked #7.

WealthPlan Investment Management first reported a position in EPS in Q2 2025 and has held it in 5 quarters since. 175 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • WealthPlan Investment Management held 516,386 shares of WisdomTree US LargeCap Fund worth $40.2M as of Q2 2026.
  • WealthPlan Investment Management bought 57,249 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $4.34M.
  • WisdomTree US LargeCap Fund made up 1.99% of WealthPlan Investment Management's portfolio in Q2 2026, its #7 holding.
  • WealthPlan Investment Management first reported a position in WisdomTree US LargeCap Fund in Q2 2025 and has held it in 5 quarters since.
  • 175 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.