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

TFG

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

SFO

Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

TWM

TopTier Wealth Management Muskego, Wisconsin $166M AUM

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

LWM

LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SWMG LLC Fort Worth, Texas $424M AUM 23.58% 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. 22 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.
22 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.