Main Street Group
EPS icon

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
Q3 		$4K Hold
50
– – ﹤0.01% 682
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Garrett Wealth Advisory Group
Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Integrity Alliance
Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $253M AUM 9.36% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
IEQ Capital
IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return
Flagship Wealth Advisors
Flagship Wealth Advisors Wakefield, Massachusetts $461M AUM 17.89% 1-Year Est. Return

Main Street Group's EPS Position: Q3 2026 in Review

Main Street Group held its WisdomTree US LargeCap Fund (EPS) position steady in Q3 2026 at 50 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #682.

Main Street Group first reported a position in EPS in Q1 2025 and has held it in 6 quarters since. 131 funds tracked by Wall St. Rank hold EPS as of Q3 2026.

  • Main Street Group held 50 shares of WisdomTree US LargeCap Fund worth $4K as of Q3 2026.
  • Main Street Group left its WisdomTree US LargeCap Fund share count unchanged in Q3 2026.
  • WisdomTree US LargeCap Fund made up ﹤0.01% of Main Street Group's portfolio in Q3 2026, its #682 holding.
  • Main Street Group first reported a position in WisdomTree US LargeCap Fund in Q1 2025 and has held it in 6 quarters since.
  • 131 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q3 2026.

Based on Main Street Group's 13F filing for Q3 2026, filed 28 Oct 2026.