LWM
EPS icon

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

LongView 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 		$2.75M Buy
35,350
+2,532
+8% +$192K 0.71% 38
2026
Q1 		$2.38M Buy
32,818
+15,107
+85% +$1.07M 0.6% 48
2025
Q4 		$1.28M Buy
+17,711
New +$1.24M 0.31% 70

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

LongView Wealth Management's EPS Position: Q2 2026 in Review

LongView Wealth Management increased its WisdomTree US LargeCap Fund (EPS) stake by 7.7% in Q2 2026, buying an estimated $192K and bringing the position to 35,350 shares worth $2.75M. The position accounts for 0.71% of the portfolio, ranked #38.

LongView Wealth Management first reported a position in EPS in Q4 2025 and has held it in 3 quarters since. 175 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • LongView Wealth Management held 35,350 shares of WisdomTree US LargeCap Fund worth $2.75M as of Q2 2026.
  • LongView Wealth Management bought 2,532 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $192K.
  • WisdomTree US LargeCap Fund made up 0.71% of LongView Wealth Management's portfolio in Q2 2026, its #38 holding.
  • LongView Wealth Management first reported a position in WisdomTree US LargeCap Fund in Q4 2025 and has held it in 3 quarters since.
  • 175 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.