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 Q3	$720	Hold	9	–	–	﹤0.01%	2171
2026 Q2	$700	Hold	9	–	–	﹤0.01%	1821
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

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return

TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

LongView Wealth Management Atlanta, Georgia $415M AUM 12.41% 1-Year Est. Return

Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mather Group's EPS Position: Q3 2026 in Review

Mather Group held its WisdomTree US LargeCap Fund (EPS) position steady in Q3 2026 at 9 shares worth $720. The position accounts for ﹤0.01% of the portfolio, ranked #2171.

Mather Group first reported a position in EPS in Q1 2024 and has held it in 9 quarters since. 38 funds tracked by Wall St. Rank hold EPS as of Q3 2026.

Mather Group held 9 shares of WisdomTree US LargeCap Fund worth $720 as of Q3 2026.
Mather Group left its WisdomTree US LargeCap Fund share count unchanged in Q3 2026.
WisdomTree US LargeCap Fund made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #2171 holding.
Mather Group first reported a position in WisdomTree US LargeCap Fund in Q1 2024 and has held it in 9 quarters since.
38 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.