MW
EPS icon

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
Q2 		$9.31M Buy
119,691
+23,437
+24% +$1.78M 1.37% 11
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 $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

Maia Wealth's EPS Position: Q2 2026 in Review

Maia Wealth increased its WisdomTree US LargeCap Fund (EPS) stake by 24% in Q2 2026, buying an estimated $1.78M and bringing the position to 119,691 shares worth $9.31M. The position accounts for 1.37% of the portfolio, ranked #11.

Maia Wealth first reported a position in EPS in Q4 2024 and has held it in 7 quarters since. 175 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • Maia Wealth held 119,691 shares of WisdomTree US LargeCap Fund worth $9.31M as of Q2 2026.
  • Maia Wealth bought 23,437 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $1.78M.
  • WisdomTree US LargeCap Fund made up 1.37% of Maia Wealth's portfolio in Q2 2026, its #11 holding.
  • Maia Wealth first reported a position in WisdomTree US LargeCap Fund in Q4 2024 and has held it in 7 quarters since.
  • 175 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.