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 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

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

Mather Group's EPS Position: Q2 2026 in Review

Mather Group held its WisdomTree US LargeCap Fund (EPS) position steady in Q2 2026 at 9 shares worth $700. The position accounts for ﹤0.01% of the portfolio, ranked #1821.

Mather Group first reported a position in EPS in Q1 2024 and has held it in 8 quarters since. 175 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

Mather Group held 9 shares of WisdomTree US LargeCap Fund worth $700 as of Q2 2026.
Mather Group left its WisdomTree US LargeCap Fund share count unchanged in Q2 2026.
WisdomTree US LargeCap Fund made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1821 holding.
Mather Group first reported a position in WisdomTree US LargeCap Fund in Q1 2024 and has held it in 8 quarters since.
175 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.