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
Q3 		$3.11M Buy
38,870
+3,520
+10% +$281K 0.75% 38
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

WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
Maia Wealth
Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return
Beacon Financial Group
Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HA
Herold Advisors New York $512M AUM 21.14% 1-Year Est. Return
BFA
Beacon Financial Advisory Cleveland, Ohio $529M AUM 17.73% 1-Year Est. Return

LongView Wealth Management's EPS Position: Q3 2026 in Review

LongView Wealth Management increased its WisdomTree US LargeCap Fund (EPS) stake by 10% in Q3 2026, buying an estimated $281K and bringing the position to 38,870 shares worth $3.11M. The position accounts for 0.75% of the portfolio, ranked #38.

LongView Wealth Management first reported a position in EPS in Q4 2025 and has held it in 4 quarters since. 31 funds tracked by Wall St. Rank hold EPS as of Q3 2026.

  • LongView Wealth Management held 38,870 shares of WisdomTree US LargeCap Fund worth $3.11M as of Q3 2026.
  • LongView Wealth Management bought 3,520 WisdomTree US LargeCap Fund shares in Q3 2026, an estimated $281K.
  • WisdomTree US LargeCap Fund made up 0.75% of LongView Wealth Management's portfolio in Q3 2026, its #38 holding.
  • LongView Wealth Management first reported a position in WisdomTree US LargeCap Fund in Q4 2025 and has held it in 4 quarters since.
  • 31 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.