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EPSEPS
24 quarters

Position history for Kestra Advisory Services, LLCKestra Advisory Services, LLC's holdings in WISDOMTREE TR

Kestra Advisory Services, LLC holds 382,217 shares of EPS (WISDOMTREE TR), worth $29.7M as of 2026-Q2. The position was increased (+35.9% shares). EPS represents 0.1% of Kestra Advisory Services, LLC's portfolio.

Current Value

$29.7M

Current Shares

382,217

Total Value Change

+$22.1M

Total Shares Change

+166,488

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
382,217
+35.9%
$29.7M0.1%$77.79
37
2026-Q1
Increased
281,211
+13.6%
$19.2M0.1%$70.75
32
2025-Q4
Increased
247,480
+8.2%
$17.5M0.1%$71.37
31
2025-Q3
Decreased
228,795
-4.7%
$15.8M0.1%$68.51
0
2025-Q2
Increased
240,188
+8.6%
$15.4M0.1%$63.34
31
2025-Q1
Increased
221,124
+8.1%
$13.1M0.1%$58.26
30
2024-Q4
Increased
204,616
+5.1%
$12.5M0.1%$60.54
29
2024-Q3
Decreased
194,726
-25.7%
$11.7M0.1%$58.67
0
2024-Q2
Decreased
262,144
-12.9%
$14.9M0.1%$55.69
0
2024-Q1
Decreased
300,965
-5.6%
$16.7M0.1%$54.02
0
2023-Q4
Increased
318,778
+39.4%
$16M0.1%$48.69
45
2023-Q3
Increased
228,727
+0.6%
$10.5M0.1%$44.23
33
2023-Q2
Increased
227,309
+6.5%
$10.6M0.1%$44.51
35
2023-Q1
Decreased
213,444
-1.5%
$9.3M0.1%$41.36
0
2022-Q4
Increased
216,681
+71.5%
$9M0.1%$39.65
41
2022-Q3
Increased
126,311
+2.2%
$4.8M0.1%$36.89
27
2022-Q2
Increased
123,630
+2.0%
$5M0.1%$38.84
27
2022-Q1
Decreased
121,199
-30.4%
$5.9M0.1%$46.04
0
2021-Q4
Increased
174,013
+45.6%
$8.8M0.1%$47.25
37
2021-Q3
Increased
119,534
+3.7%
$5.5M0.1%$43.42
28
2021-Q2
Increased
115,308
+84.1%
$5.3M0.1%$42.76
42
2021-Q1
Decreased
62,645
-35.1%
$2.7M0.0%$40.00
0
2020-Q4
Decreased
96,526
-55.3%
$3.8M0.0%$36.65
0
2020-Q3
New
215,729
-
$7.6M0.1%$32.18
45

Other major holders of EPS: Steward Partners Investment Advisory, LLC, LPL Financial LLC

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