MWM
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Marietta Wealth Management’s WisdomTree US LargeCap Fund EPS Stock Holding History

Marietta Wealth Management’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 		$6.78M Buy
99,590
+814
+0.8% +$57.6K 0.81% 57
2025
Q4 		$7M Sell
98,776
-770
-0.8% -$53.9K 0.81% 56
2025
Q3 		$6.86M Buy
99,546
+1,099
+1% +$73.1K 0.84% 46
2025
Q2 		$6.3M Buy
98,447
+2,125
+2% +$127K 0.82% 55
2025
Q1 		$5.71M Buy
96,322
+5,058
+6% +$313K 0.84% 57
2024
Q4 		$5.58M Buy
91,264
+833
+0.9% +$51.5K 0.8% 59
2024
Q3 		$5.43M Buy
90,431
+1,582
+2% +$91.5K 0.79% 60
2024
Q2 		$5.05M Buy
88,849
+350
+0.4% +$19.3K 0.79% 58
2024
Q1 		$4.9M Buy
88,499
+1,968
+2% +$103K 0.81% 57
2023
Q4 		$4.34M Buy
86,531
+1,185
+1% +$55.9K 0.77% 60
2023
Q3 		$3.9M Sell
85,346
-86
-0.1% -$4.06K 0.78% 60
2023
Q2 		$3.99M Sell
85,432
-1,953
-2% -$87.2K 0.75% 63
2023
Q1 		$3.82M Sell
87,385
-3,488
-4% -$151K 0.81% 60
2022
Q4 		$3.78M Sell
90,873
-2,235
-2% -$93K 0.85% 56
2022
Q3 		$3.57M Buy
93,108
+1,104
+1% +$47.1K 0.89% 52
2022
Q2 		$3.75M Buy
92,004
+3,312
+4% +$147K 0.91% 49
2022
Q1 		$4.29M Buy
88,692
+2,962
+3% +$142K 0.9% 49
2021
Q4 		$4.32M Sell
85,730
-1,644
-2% -$80.1K 0.87% 47
2021
Q3 		$4.02M Buy
87,374
+1,568
+2% +$74.3K 0.88% 50
2021
Q2 		$3.96M Sell
85,806
-1,502
-2% -$68.3K 0.89% 48
2021
Q1 		$3.79M Buy
87,308
+673
+0.8% +$28.1K 0.94% 46
2020
Q4 		$3.48M Buy
86,635
+2,225
+3% +$84.3K 0.96% 44
2020
Q3 		$2.99M Sell
84,410
-3,187
-4% -$112K 0.93% 48
2020
Q2 		$2.91M Sell
87,597
-5,885
-6% -$187K 0.99% 50
2020
Q1 		$2.63M Sell
93,482
-5,548
-6% -$189K 1.02% 44
2019
Q4 		$3.63M Sell
99,030
-2,364
-2% -$82.8K 1.2% 32
2019
Q3 		$3.4M Buy
101,394
+8,443
+9% +$280K 1.24% 32
2019
Q2 		$3.06M Sell
92,951
-2,998
-3% -$97.1K 1.19% 37
2019
Q1 		$3.05M Sell
95,949
-3,125
-3% -$96.1K 1.25% 33
2018
Q4 		$2.79M Buy
99,074
+2,014
+2% +$61.5K 1.34% 30
2018
Q3 		$3.17M Buy
97,060
+4,279
+5% +$138K 1.4% 21
2018
Q2 		$2.85M Buy
92,781
+14,776
+19% +$455K 1.39% 23
2018
Q1 		$2.37M Buy
78,005
+2,415
+3% +$76.2K 1.24% 28
2017
Q4 		$2.35M Buy
75,590
+4,304
+6% +$130K 1.27% 27
2017
Q3 		$2.07M Buy
71,286
+7,569
+12% +$215K 1.16% 36
2017
Q2 		$1.77M Buy
63,717
+10,191
+19% +$281K 1.08% 41
2017
Q1 		$1.45M Buy
53,526
+18,633
+53% +$499K 0.97% 44
2016
Q4 		$899K Buy
+34,893
New +$869K 0.72% 60

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

Marietta Wealth Management's EPS Position: Q1 2026 in Review

Marietta Wealth Management increased its WisdomTree US LargeCap Fund (EPS) stake by 0.82% in Q1 2026, buying an estimated $57.6K and bringing the position to 99,590 shares worth $6.78M. The position accounts for 0.81% of the portfolio, ranked #57.

Marietta Wealth Management first reported a position in EPS in Q4 2016 and has held it in 38 quarters since. The position peaked at $7M in Q4 2025. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

  • Marietta Wealth Management held 99,590 shares of WisdomTree US LargeCap Fund worth $6.78M as of Q1 2026.
  • Marietta Wealth Management bought 814 WisdomTree US LargeCap Fund shares in Q1 2026, an estimated $57.6K.
  • WisdomTree US LargeCap Fund made up 0.81% of Marietta Wealth Management's portfolio in Q1 2026, its #57 holding.
  • Marietta Wealth Management first reported a position in WisdomTree US LargeCap Fund in Q4 2016 and has held it in 38 quarters since.
  • Marietta Wealth Management's WisdomTree US LargeCap Fund position peaked at $7M in Q4 2025.
  • 172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Marietta Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.