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 Q3	$13.3M	Buy	166,342 +46,651	+39%	+$3.72M	1.83%	4
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

Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Stenger Family Office Naperville, Illinois $728M AUM 21.16% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return

Marietta Wealth Management Marietta, Georgia $945M AUM 19.14% 1-Year Est. Return

TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

LongView Wealth Management Atlanta, Georgia $415M AUM 12.41% 1-Year Est. Return

Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return

Maia Wealth's EPS Position: Q3 2026 in Review

Maia Wealth increased its WisdomTree US LargeCap Fund (EPS) stake by 39% in Q3 2026, buying an estimated $3.72M and bringing the position to 166,342 shares worth $13.3M. The position accounts for 1.83% of the portfolio, ranked #4.

Maia Wealth first reported a position in EPS in Q4 2024 and has held it in 8 quarters since. 50 funds tracked by Wall St. Rank hold EPS as of Q3 2026.

Maia Wealth held 166,342 shares of WisdomTree US LargeCap Fund worth $13.3M as of Q3 2026.
Maia Wealth bought 46,651 WisdomTree US LargeCap Fund shares in Q3 2026, an estimated $3.72M.
WisdomTree US LargeCap Fund made up 1.83% of Maia Wealth's portfolio in Q3 2026, its #4 holding.
Maia Wealth first reported a position in WisdomTree US LargeCap Fund in Q4 2024 and has held it in 8 quarters since.
50 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q3 2026.

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