Melone Private Wealth
EPS icon

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
Q3 		$691K Hold
8,639
– – 0.27% 40
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% +$2.16K 0.42% 45
2021
Q4 		$558K Buy
+11,090
New +$541K 0.42% 50

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WealthPlan Investment Management
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TFG
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Stenger Family Office
Stenger Family Office Naperville, Illinois $728M AUM 21.16% 1-Year Est. Return
Maia Wealth
Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
WealthPLAN Partners
WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return
Marietta Wealth Management
Marietta Wealth Management Marietta, Georgia $945M AUM 19.14% 1-Year Est. Return
TopTier Wealth Management
TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return

Melone Private Wealth's EPS Position: Q3 2026 in Review

Melone Private Wealth held its WisdomTree US LargeCap Fund (EPS) position steady in Q3 2026 at 8,639 shares worth $691K. The position accounts for 0.27% of the portfolio, ranked #40.

Melone Private Wealth first reported a position in EPS in Q4 2021 and has held it in 20 quarters since. 64 funds tracked by Wall St. Rank hold EPS as of Q3 2026.

  • Melone Private Wealth held 8,639 shares of WisdomTree US LargeCap Fund worth $691K as of Q3 2026.
  • Melone Private Wealth left its WisdomTree US LargeCap Fund share count unchanged in Q3 2026.
  • WisdomTree US LargeCap Fund made up 0.27% of Melone Private Wealth's portfolio in Q3 2026, its #40 holding.
  • Melone Private Wealth first reported a position in WisdomTree US LargeCap Fund in Q4 2021 and has held it in 20 quarters since.
  • 64 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q3 2026.

Based on Melone Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.