Mariner’s WisdomTree US LargeCap Fund EPS Stock Holding History

Mariner’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	$1.06M	Buy	13,608 +2,660	+24%	+$201K	﹤0.01%	1909
2026 Q1	$746K	Buy	10,948 +33	+0.3%	+$2.33K	﹤0.01%	2180
2025 Q4	$773K	Buy	+10,915	New	+$763K	﹤0.01%	2134
2025 Q2	–	Sell	-9,318	Closed	-$552K	–	3539
2025 Q1	$552K	Buy	+9,318	New	+$577K	﹤0.01%	2133
2019 Q2	–	Sell	-8,094	Closed	-$257K	–	1117
2019 Q1	$257K	Buy	+8,094	New	+$249K	﹤0.01%	866

Other funds holding EPS

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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

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

Mariner's EPS Position: Q2 2026 in Review

Mariner increased its WisdomTree US LargeCap Fund (EPS) stake by 24% in Q2 2026, buying an estimated $201K and bringing the position to 13,608 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1909.

Mariner first reported a position in EPS in Q1 2019 and has held it in 5 quarters since. 174 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

Mariner held 13,608 shares of WisdomTree US LargeCap Fund worth $1.06M as of Q2 2026.
Mariner bought 2,660 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $201K.
WisdomTree US LargeCap Fund made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #1909 holding.
Mariner first reported a position in WisdomTree US LargeCap Fund in Q1 2019 and has held it in 5 quarters since.
174 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.