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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
Q1 		$441K Buy
+6,477
New +$458K 0.02% 675
2024
Q4 		– Sell
-70,105
Closed -$4.21M – 680
2024
Q3 		$4.21M Buy
+70,105
New +$4.06M 0.24% 87

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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 $21.3B AUM 22.13% 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
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

Western Wealth Management's EPS Position: Q1 2026 in Review

Western Wealth Management opened a new position in WisdomTree US LargeCap Fund (EPS) in Q1 2026: 6,477 shares worth $441K. The stake represents 0.02% of the portfolio and ranks #675 among its holdings. This is a return to the name: Western Wealth Management previously reported a position in EPS as recently as Q3 2024.

Western Wealth Management first reported a position in EPS in Q3 2024 and has held it in 2 quarters since. The position peaked at $4.21M in Q3 2024. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

  • Western Wealth Management held 6,477 shares of WisdomTree US LargeCap Fund worth $441K as of Q1 2026.
  • WisdomTree US LargeCap Fund was a new Western Wealth Management position in Q1 2026.
  • WisdomTree US LargeCap Fund made up 0.02% of Western Wealth Management's portfolio in Q1 2026, its #675 holding.
  • Western Wealth Management first reported a position in WisdomTree US LargeCap Fund in Q3 2024 and has held it in 2 quarters since.
  • Western Wealth Management's WisdomTree US LargeCap Fund position peaked at $4.21M in Q3 2024.
  • 172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.