Win Advisors’s WisdomTree US LargeCap Fund EPS Stock Holding History

Win Advisors’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	$8.76M	Sell	128,568 -14,856	-10%	-$1.05M	4.01%	9
2025 Q4	$10.2M	Buy	143,424 +2,598	+2%	+$182K	4.31%	7
2025 Q3	$9.71M	Buy	140,826 +765	+0.5%	+$50.9K	4.73%	8
2025 Q2	$8.97M	Buy	+140,061	New	+$8.36M	4.32%	8
2024 Q4	–	Sell	-29,144	Closed	-$1.75M	–	61
2024 Q3	$1.75M	Buy	+29,144	New	+$1.69M	0.82%	30
2024 Q2	–	Sell	-22,505	Closed	-$1.25M	–	55
2024 Q1	$1.25M	Buy	+22,505	New	+$1.18M	0.55%	30
2023 Q1	–	Sell	-1,163	Closed	-$48.4K	–	66
2022 Q4	$48.4K	Sell	1,163 -262	-18%	-$10.9K	0.02%	37
2022 Q3	$55K	Sell	1,425 -920	-39%	-$39.2K	0.02%	25
2022 Q2	$97K	Sell	2,345 -1,524	-39%	-$67.4K	0.19%	31
2022 Q1	$187K	Sell	3,869 -354,384	-99%	-$17M	0.05%	53
2021 Q4	$18M	Buy	+358,253	New	+$17.5M	4.13%	11

Other funds holding EPS

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Win Advisors's EPS Position: Q1 2026 in Review

Win Advisors reduced its WisdomTree US LargeCap Fund (EPS) stake by 10% in Q1 2026, selling an estimated $1.05M and leaving 128,568 shares worth $8.76M. The position accounts for 4.01% of the portfolio, ranked #9.

Win Advisors first reported a position in EPS in Q4 2021 and has held it in 11 quarters since. The position peaked at $18M in Q4 2021. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

Win Advisors held 128,568 shares of WisdomTree US LargeCap Fund worth $8.76M as of Q1 2026.
Win Advisors sold 14,856 WisdomTree US LargeCap Fund shares in Q1 2026, an estimated $1.05M.
WisdomTree US LargeCap Fund made up 4.01% of Win Advisors's portfolio in Q1 2026, its #9 holding.
Win Advisors first reported a position in WisdomTree US LargeCap Fund in Q4 2021 and has held it in 11 quarters since.
Win Advisors's WisdomTree US LargeCap Fund position peaked at $18M in Q4 2021.
172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Win Advisors's 13F filing for Q1 2026, filed 1 May 2026.