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Melone Private Wealth’s WisdomTree US LargeCap Fund EPS Stock Holding History

Melone Private Wealth’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 		$672K Sell
8,639
-119
-1% -$9.01K 0.26% 41
2026
Q1 		$597K Buy
8,758
+1
+0% +$71 0.24% 44
2025
Q4 		$621K Sell
8,757
-145
-2% -$10.1K 0.26% 44
2025
Q3 		$614K Sell
8,902
-99
-1% -$6.58K 0.28% 40
2025
Q2 		$574K Buy
9,001
+1
+0% +$60 0.29% 38
2025
Q1 		$534K Sell
9,000
-169
-2% -$10.5K 0.28% 39
2024
Q4 		$561K Sell
9,169
-42
-0.5% -$2.6K 0.29% 41
2024
Q3 		$553K Sell
9,211
-42
-0.5% -$2.43K 0.29% 40
2024
Q2 		$526K Buy
9,253
+23
+0.2% +$1.27K 0.31% 40
2024
Q1 		$511K Sell
9,230
-841
-8% -$44.1K 0.31% 40
2023
Q4 		$505K Sell
10,071
-883
-8% -$41.7K 0.32% 40
2023
Q3 		$501K Buy
10,954
+25
+0.2% +$1.18K 0.36% 41
2023
Q2 		$510K Hold
10,929
– – 0.36% 41
2023
Q1 		$478K Sell
10,929
-64
-0.6% -$2.76K 0.36% 40
2022
Q4 		$457K Hold
10,993
– – 0.39% 40
2022
Q3 		$441K Buy
10,993
+25
+0.2% +$1.07K 0.39% 46
2022
Q2 		$461K Sell
10,968
-167
-1% -$7.39K 0.39% 45
2022
Q1 		$512K Buy
11,135
+45
+0.4% +$2.15K 0.42% 45
2021
Q4 		$558K Buy
+11,090
New +$541K 0.42% 50

Other funds holding EPS

FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
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
IA
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

Melone Private Wealth's EPS Position: Q2 2026 in Review

Melone Private Wealth reduced its WisdomTree US LargeCap Fund (EPS) stake by 1.4% in Q2 2026, selling an estimated $9.01K and leaving 8,639 shares worth $672K. The position accounts for 0.26% of the portfolio, ranked #41.

Melone Private Wealth first reported a position in EPS in Q4 2021 and has held it in 19 quarters since. 175 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • Melone Private Wealth held 8,639 shares of WisdomTree US LargeCap Fund worth $672K as of Q2 2026.
  • Melone Private Wealth sold 119 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $9.01K.
  • WisdomTree US LargeCap Fund made up 0.26% of Melone Private Wealth's portfolio in Q2 2026, its #41 holding.
  • Melone Private Wealth first reported a position in WisdomTree US LargeCap Fund in Q4 2021 and has held it in 19 quarters since.
  • 175 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Melone Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.