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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
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 $8.46B AUM 21.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM

WealthPlan Investment Management's EPS Position: Q1 2026 in Review

WealthPlan Investment Management increased its WisdomTree US LargeCap Fund (EPS) stake by 97% in Q1 2026, buying an estimated $16M and bringing the position to 459,137 shares worth $31.3M. The position accounts for 1.74% of the portfolio, ranked #7.

WealthPlan Investment Management first reported a position in EPS in Q2 2025 and has held it in 4 quarters since. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

  • WealthPlan Investment Management held 459,137 shares of WisdomTree US LargeCap Fund worth $31.3M as of Q1 2026.
  • WealthPlan Investment Management bought 225,844 WisdomTree US LargeCap Fund shares in Q1 2026, an estimated $16M.
  • WisdomTree US LargeCap Fund made up 1.74% of WealthPlan Investment Management's portfolio in Q1 2026, its #7 holding.
  • WealthPlan Investment Management first reported a position in WisdomTree US LargeCap Fund in Q2 2025 and has held it in 4 quarters since.
  • 172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.