MAI Capital Management’s WisdomTree US LargeCap Fund EPS Stock Holding History

MAI Capital 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	–	Sell	-481	Closed	-$32.8K	–	2858
2026 Q1	$32.8K	Hold	481	–	–	﹤0.01%	2509
2025 Q4	$34.1K	Sell	481 -586	-55%	-$41K	﹤0.01%	2229
2025 Q3	$73.6K	Buy	1,067 +44	+4%	+$2.92K	﹤0.01%	1718
2025 Q2	$65.5K	Hold	1,023	–	–	﹤0.01%	1707
2025 Q1	$60.6K	Hold	1,023	–	–	﹤0.01%	1651
2024 Q4	$62.6K	Buy	+1,023	New	+$63.2K	﹤0.01%	1653

Other funds holding EPS

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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

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

MAI Capital Management's EPS Position: Q2 2026 in Review

MAI Capital Management sold out of WisdomTree US LargeCap Fund (EPS) in Q2 2026, closing a stake of 481 shares — an estimated $32.8K sold.

MAI Capital Management first reported a position in EPS in Q4 2024 and held it in 6 quarters. The position peaked at $73.6K in Q3 2025. 175 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

MAI Capital Management reported no remaining WisdomTree US LargeCap Fund position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 481 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $32.8K.
MAI Capital Management first reported a position in WisdomTree US LargeCap Fund in Q4 2024 and held it in 6 quarters.
MAI Capital Management's WisdomTree US LargeCap Fund position peaked at $73.6K in Q3 2025.
175 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.