Mather Group’s WisdomTree US LargeCap Fund EPS Stock Holding History

Mather 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 Q1	$613	Buy	+9	New	+$637	﹤0.01%	1795
2025 Q4	–	Sell	-9	Closed	-$620	–	947
2025 Q3	$620	Buy	+9	New	+$598	﹤0.01%	1613
2025 Q2	–	Sell	-9	Closed	-$534	–	946
2025 Q1	$534	Hold	9	–	–	﹤0.01%	1682
2024 Q4	$551	Hold	9	–	–	﹤0.01%	1653
2024 Q3	$540	Hold	9	–	–	﹤0.01%	1606
2024 Q2	$499	Hold	9	–	–	﹤0.01%	2072
2024 Q1	$451	Buy	+9	New	+$472	﹤0.01%	1689

Other funds holding EPS

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Mather Group's EPS Position: Q1 2026 in Review

Mather Group opened a new position in WisdomTree US LargeCap Fund (EPS) in Q1 2026: 9 shares worth $613. The stake represents ﹤0.01% of the portfolio and ranks #1795 among its holdings. This is a return to the name: Mather Group previously reported a position in EPS as recently as Q3 2025.

Mather Group first reported a position in EPS in Q1 2024 and has held it in 7 quarters since. The position peaked at $620 in Q3 2025. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

Mather Group held 9 shares of WisdomTree US LargeCap Fund worth $613 as of Q1 2026.
WisdomTree US LargeCap Fund was a new Mather Group position in Q1 2026.
WisdomTree US LargeCap Fund made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #1795 holding.
Mather Group first reported a position in WisdomTree US LargeCap Fund in Q1 2024 and has held it in 7 quarters since.
Mather Group's WisdomTree US LargeCap Fund position peaked at $620 in Q3 2025.
172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.