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Western Wealth Management’s WisdomTree US LargeCap Fund EPS Stock Holding History

Western Wealth 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 		– Sell
-6,477
Closed -$441K – 1019
2026
Q1 		$441K Buy
+6,477
New +$458K 0.02% 675
2025
Q1 		– Sell
-65,357
Closed -$4M – 696
2024
Q4 		$4M Sell
65,357
-4,748
-7% -$293K 0.21% 94
2024
Q3 		$4.21M Buy
+70,105
New +$4.06M 0.24% 87

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

Western Wealth Management's EPS Position: Q2 2026 in Review

Western Wealth Management sold out of WisdomTree US LargeCap Fund (EPS) in Q2 2026, closing a stake of 6,477 shares — an estimated $441K sold.

Western Wealth Management first reported a position in EPS in Q3 2024 and held it in 3 quarters. The position peaked at $4.21M in Q3 2024. 175 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • Western Wealth Management reported no remaining WisdomTree US LargeCap Fund position as of Q2 2026 after selling out during the quarter.
  • Western Wealth Management sold 6,477 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $441K.
  • Western Wealth Management first reported a position in WisdomTree US LargeCap Fund in Q3 2024 and held it in 3 quarters.
  • Western Wealth Management's WisdomTree US LargeCap Fund position peaked at $4.21M in Q3 2024.
  • 175 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.