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Bar Harbor Wealth Management’s WisdomTree US LargeCap Fund EPS Stock Holding History

Bar Harbor 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
Q2 		$367K Hold
4,723
– – 0.02% 206
2026
Q1 		$322K Sell
4,723
-697
-13% -$49.3K 0.02% 217
2025
Q4 		$384K Sell
5,420
-301
-5% -$21.1K 0.02% 206
2025
Q3 		$394K Hold
5,721
– – 0.02% 201
2025
Q2 		$366K Hold
5,721
– – 0.02% 200
2025
Q1 		$339K Sell
5,721
-709
-11% -$43.9K 0.02% 202
2024
Q4 		$393K Sell
6,430
-556
-8% -$34.4K 0.03% 190
2024
Q3 		$419K Sell
6,986
-500
-7% -$28.9K 0.03% 200
2024
Q2 		$426K Hold
7,486
– – 0.03% 194
2024
Q1 		$415K Sell
7,486
-200
-3% -$10.5K 0.03% 197
2023
Q4 		$385K Sell
7,686
-2,349
-23% -$111K 0.03% 194
2023
Q3 		$459K Hold
10,035
– – 0.04% 187
2023
Q2 		$469K Sell
10,035
-261
-3% -$11.7K 0.04% 189
2023
Q1 		$450K Hold
10,296
– – 0.04% 188
2022
Q4 		$428K Hold
10,296
– – 0.03% 196
2022
Q3 		$395K Hold
10,296
– – 0.03% 197
2022
Q2 		$420K Hold
10,296
– – 0.03% 199
2022
Q1 		$498K Sell
10,296
-2,115
-17% -$101K 0.04% 158
2021
Q4 		$625K Sell
12,411
-402
-3% -$19.6K 0.05% 144
2021
Q3 		$589K Sell
12,813
-106
-0.8% -$5.02K 0.06% 146
2021
Q2 		$597K Sell
12,919
-4,347
-25% -$198K 0.06% 147
2021
Q1 		$748K Sell
17,266
-1,733
-9% -$72.3K 0.07% 137
2020
Q4 		$763K Hold
18,999
– – 0.08% 130
2020
Q3 		$673K Hold
18,999
– – 0.07% 131
2020
Q2 		$630K Sell
18,999
-5,789
-23% -$184K 0.07% 131
2020
Q1 		$697K Sell
24,788
-364
-1% -$12.4K 0.09% 131
2019
Q4 		$923K Sell
25,152
-200
-0.8% -$7K 0.1% 140
2019
Q3 		$850K Sell
25,352
-549
-2% -$18.2K 0.1% 158
2019
Q2 		$852K Sell
25,901
-1,267
-5% -$41K 0.1% 155
2019
Q1 		$864K Sell
27,168
-320
-1% -$9.84K 0.1% 148
2018
Q4 		$775K Sell
27,488
-129
-0.5% -$3.94K 0.1% 146
2018
Q3 		$902K Sell
27,617
-1,666
-6% -$53.6K 0.1% 154
2018
Q2 		$898K Sell
29,283
-50
-0.2% -$1.54K 0.11% 145
2018
Q1 		$891K Sell
29,333
-664
-2% -$20.9K 0.11% 144
2017
Q4 		$932K Sell
29,997
-135
-0.4% -$4.08K 0.11% 143
2017
Q3 		$874K Sell
30,132
-2,115
-7% -$60.1K 0.11% 144
2017
Q2 		$896K Sell
32,247
-3,165
-9% -$87.2K 0.11% 144
2017
Q1 		$962K Sell
35,412
-540
-2% -$14.5K 0.11% 142
2016
Q4 		$926K Sell
35,952
-126
-0.3% -$3.14K 0.1% 155
2016
Q3 		$876K Buy
36,078
+1,704
+5% +$41.2K 0.1% 157
2016
Q2 		$798K Sell
34,374
-900
-3% -$20.9K 0.09% 158
2016
Q1 		$820K Sell
35,274
-453
-1% -$9.98K 0.1% 150
2015
Q4 		$826K Sell
35,727
-2,085
-6% -$48.8K 0.1% 150
2015
Q3 		$825K Sell
37,812
-1,821
-5% -$42.3K 0.11% 144
2015
Q2 		$943K Sell
39,633
-1,179
-3% -$28.6K 0.11% 134
2015
Q1 		$974K Buy
40,812
+906
+2% +$21.6K 0.12% 132
2014
Q4 		$957K Sell
39,906
-756
-2% -$17.7K 0.12% 131
2014
Q3 		$933K Hold
40,662
– – 0.12% 124
2014
Q2 		$925K Buy
40,662
+459
+1% +$10.2K 0.12% 128
2014
Q1 		$878K Sell
40,203
-1,785
-4% -$38K 0.11% 135
2013
Q4 		$902K Hold
41,988
– – 0.12% 128
2013
Q3 		$820K Sell
41,988
-819
-2% -$16K 0.12% 137
2013
Q2 		$803K Buy
+42,807
New +$800K 0.12% 132

Other funds holding EPS

TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
SFO
Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
LWM
LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Bar Harbor Wealth Management's EPS Position: Q2 2026 in Review

Bar Harbor Wealth Management held its WisdomTree US LargeCap Fund (EPS) position steady in Q2 2026 at 4,723 shares worth $367K. The position accounts for 0.02% of the portfolio, ranked #206.

Bar Harbor Wealth Management first reported a position in EPS in Q2 2013 and has held it in 53 quarters since. The position peaked at $974K in Q1 2015. 22 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • Bar Harbor Wealth Management held 4,723 shares of WisdomTree US LargeCap Fund worth $367K as of Q2 2026.
  • Bar Harbor Wealth Management left its WisdomTree US LargeCap Fund share count unchanged in Q2 2026.
  • WisdomTree US LargeCap Fund made up 0.02% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #206 holding.
  • Bar Harbor Wealth Management first reported a position in WisdomTree US LargeCap Fund in Q2 2013 and has held it in 53 quarters since.
  • Bar Harbor Wealth Management's WisdomTree US LargeCap Fund position peaked at $974K in Q1 2015.
  • 22 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.