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Maia Wealth’s WisdomTree US LargeCap Fund EPS Stock Holding History

Maia Wealth’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
Q1 		$6.56M Buy
96,254
+24,844
+35% +$1.76M 1.11% 14
2025
Q4 		$5.06M Buy
71,410
+21,144
+42% +$1.48M 0.86% 24
2025
Q3 		$3.54M Buy
50,266
+8,332
+20% +$554K 0.6% 39
2025
Q2 		$2.68M Buy
41,934
+20,420
+95% +$1.22M 0.51% 48
2025
Q1 		$1.22M Buy
21,514
+14,294
+198% +$884K 0.28% 92
2024
Q4 		$457K Buy
+7,220
New +$446K 0.1% 178

Other funds holding EPS

FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

Maia Wealth's EPS Position: Q1 2026 in Review

Maia Wealth increased its WisdomTree US LargeCap Fund (EPS) stake by 35% in Q1 2026, buying an estimated $1.76M and bringing the position to 96,254 shares worth $6.56M. The position accounts for 1.11% of the portfolio, ranked #14.

Maia Wealth first reported a position in EPS in Q4 2024 and has held it in 6 quarters since. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

  • Maia Wealth held 96,254 shares of WisdomTree US LargeCap Fund worth $6.56M as of Q1 2026.
  • Maia Wealth bought 24,844 WisdomTree US LargeCap Fund shares in Q1 2026, an estimated $1.76M.
  • WisdomTree US LargeCap Fund made up 1.11% of Maia Wealth's portfolio in Q1 2026, its #14 holding.
  • Maia Wealth first reported a position in WisdomTree US LargeCap Fund in Q4 2024 and has held it in 6 quarters since.
  • 172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Maia Wealth's 13F filing for Q1 2026, filed 8 May 2026.