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 Q2	–	Sell	-128,568	Closed	-$8.76M	–	84
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 $9.19B AUM 25.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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

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

Win Advisors's EPS Position: Q2 2026 in Review

Win Advisors sold out of WisdomTree US LargeCap Fund (EPS) in Q2 2026, closing a stake of 128,568 shares — an estimated $8.76M sold.

Win Advisors first reported a position in EPS in Q4 2021 and held it in 11 quarters. The position peaked at $18M in Q4 2021. 174 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

Win Advisors reported no remaining WisdomTree US LargeCap Fund position as of Q2 2026 after selling out during the quarter.
Win Advisors sold 128,568 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $8.76M.
Win Advisors first reported a position in WisdomTree US LargeCap Fund in Q4 2021 and held it in 11 quarters.
Win Advisors's WisdomTree US LargeCap Fund position peaked at $18M in Q4 2021.
174 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Win Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.