LWM
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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

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
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
SL
SWMG LLC Fort Worth, Texas $424M AUM 23.58% 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. 22 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.
  • 22 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.