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WealthPLAN Partners’s WisdomTree US LargeCap Fund EPS Stock Holding History

WealthPLAN Partners’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 		$5.87M Buy
75,492
+33,560
+80% +$2.54M 1.12% 19
2026
Q1 		$2.86M Buy
41,932
+32,451
+342% +$2.3M 0.55% 42
2025
Q4 		$672K Buy
+9,481
New +$663K 0.1% 156

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

WealthPLAN Partners's EPS Position: Q2 2026 in Review

WealthPLAN Partners increased its WisdomTree US LargeCap Fund (EPS) stake by 80% in Q2 2026, buying an estimated $2.54M and bringing the position to 75,492 shares worth $5.87M. The position accounts for 1.12% of the portfolio, ranked #19.

WealthPLAN Partners first reported a position in EPS in Q4 2025 and has held it in 3 quarters since. 174 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • WealthPLAN Partners held 75,492 shares of WisdomTree US LargeCap Fund worth $5.87M as of Q2 2026.
  • WealthPLAN Partners bought 33,560 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $2.54M.
  • WisdomTree US LargeCap Fund made up 1.12% of WealthPLAN Partners's portfolio in Q2 2026, its #19 holding.
  • WealthPLAN Partners first reported a position in WisdomTree US LargeCap Fund in Q4 2025 and has held it in 3 quarters since.
  • 174 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.