Planning Strategies Inc.’s WisdomTree US LargeCap Fund EPS Stock Holding History

Planning Strategies Inc.’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	$9.18K	Buy	+118	New	+$8.94K	0.01%	335

Other funds holding EPS

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Flagship Wealth Advisors Wakefield, Massachusetts $447M AUM 25.09% 1-Year Est. Return

Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return

Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

TopTier Wealth Management Muskego, Wisconsin $166M AUM

Planning Strategies Inc.'s EPS Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in WisdomTree US LargeCap Fund (EPS) in Q2 2026: 118 shares worth $9.18K. The stake represents 0.01% of the portfolio and ranks #335 among its holdings.

66 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

Planning Strategies Inc. held 118 shares of WisdomTree US LargeCap Fund worth $9.18K as of Q2 2026.
WisdomTree US LargeCap Fund was a new Planning Strategies Inc. position in Q2 2026.
WisdomTree US LargeCap Fund made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #335 holding.
66 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.