Betterment LLC
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Betterment LLC’s WisdomTree US LargeCap Fund EPS Stock Holding History

Betterment LLC’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 		$3.44M Sell
44,201
-2,260
-5% -$171K 0.01% 201
2026
Q1 		$3.16M Sell
46,461
-1,765
-4% -$125K 0.01% 203
2025
Q4 		$3.42M Sell
48,226
-3,004
-6% -$210K 0.01% 188
2025
Q3 		$3.53M Sell
51,230
-1,545
-3% -$103K 0.01% 178
2025
Q2 		$3.38M Buy
52,775
+1,632
+3% +$97.4K 0.01% 173
2025
Q1 		$3.03M Buy
51,143
+2,220
+5% +$137K 0.01% 175
2024
Q4 		$2.99M Sell
48,923
-4,724
-9% -$292K 0.01% 169
2024
Q3 		$3.22M Buy
53,647
+27,416
+105% +$1.59M 0.01% 146
2024
Q2 		$1.49M Buy
26,231
+450
+2% +$24.8K ﹤0.01% 192
2024
Q1 		$1.43M Sell
25,781
-579
-2% -$30.4K ﹤0.01% 176
2023
Q4 		$1.32M Sell
26,360
-1,500
-5% -$70.8K ﹤0.01% 153
2023
Q3 		$1.27M Buy
27,860
+257
+0.9% +$12.1K ﹤0.01% 141
2023
Q2 		$1.29M Sell
27,603
-2,457
-8% -$110K ﹤0.01% 134
2023
Q1 		$1.31M Buy
30,060
+904
+3% +$39K ﹤0.01% 136
2022
Q4 		$1.21M Buy
29,156
+2,456
+9% +$102K ﹤0.01% 138
2022
Q3 		$1.09M Hold
26,700
– – ﹤0.01% 140
2022
Q2 		$1.09M Buy
26,700
+5,188
+24% +$230K ﹤0.01% 140
2022
Q1 		$1.04M Buy
21,512
+10,252
+91% +$491K ﹤0.01% 140
2021
Q4 		$567K Buy
+11,260
New +$549K ﹤0.01% 156

Other funds holding EPS

FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
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
IA
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

Betterment LLC's EPS Position: Q2 2026 in Review

Betterment LLC reduced its WisdomTree US LargeCap Fund (EPS) stake by 4.9% in Q2 2026, selling an estimated $171K and leaving 44,201 shares worth $3.44M. The position accounts for 0.01% of the portfolio, ranked #201.

Betterment LLC first reported a position in EPS in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.53M in Q3 2025. 174 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • Betterment LLC held 44,201 shares of WisdomTree US LargeCap Fund worth $3.44M as of Q2 2026.
  • Betterment LLC sold 2,260 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $171K.
  • WisdomTree US LargeCap Fund made up 0.01% of Betterment LLC's portfolio in Q2 2026, its #201 holding.
  • Betterment LLC first reported a position in WisdomTree US LargeCap Fund in Q4 2021 and has held it in 19 quarters since.
  • Betterment LLC's WisdomTree US LargeCap Fund position peaked at $3.53M in Q3 2025.
  • 174 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.