Main Street Group’s WisdomTree US LargeCap Fund EPS Stock Holding History

Main Street Group’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	$3.89K	Hold	50	–	–	﹤0.01%	684
2026 Q1	$3.41K	Buy	+50	New	+$3.54K	﹤0.01%	690
2025 Q4	–	Sell	-50	Closed	-$3.45K	–	241
2025 Q3	$3.45K	Hold	50	–	–	﹤0.01%	655
2025 Q2	$3.2K	Hold	50	–	–	﹤0.01%	621
2025 Q1	$2.96K	Buy	+50	New	+$3.09K	﹤0.01%	644

Other funds holding EPS

TFG

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

SFO

Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

TWM

TopTier Wealth Management Muskego, Wisconsin $166M AUM

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

LWM

LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Main Street Group's EPS Position: Q2 2026 in Review

Main Street Group held its WisdomTree US LargeCap Fund (EPS) position steady in Q2 2026 at 50 shares worth $3.89K. The position accounts for ﹤0.01% of the portfolio, ranked #684.

Main Street Group first reported a position in EPS in Q1 2025 and has held it in 5 quarters since. 22 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

Main Street Group held 50 shares of WisdomTree US LargeCap Fund worth $3.89K as of Q2 2026.
Main Street Group left its WisdomTree US LargeCap Fund share count unchanged in Q2 2026.
WisdomTree US LargeCap Fund made up ﹤0.01% of Main Street Group's portfolio in Q2 2026, its #684 holding.
Main Street Group first reported a position in WisdomTree US LargeCap Fund in Q1 2025 and has held it in 5 quarters since.
22 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Main Street Group's 13F filing for Q2 2026, filed 13 Jul 2026.