MML Investors Services
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MML Investors Services’s WisdomTree US LargeCap Fund EPS Stock Holding History

MML Investors Services’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 		$388K Buy
4,991
+983
+25% +$74.5K ﹤0.01% 2641
2026
Q1 		$273K Sell
4,008
-268
-6% -$19K ﹤0.01% 2624
2025
Q4 		$303K Buy
4,276
+768
+22% +$53.7K ﹤0.01% 2618
2025
Q3 		$242K Sell
3,508
-549
-14% -$36.5K ﹤0.01% 2660
2025
Q2 		$260K Sell
4,057
-48,178
-92% -$2.88M ﹤0.01% 2512
2025
Q1 		$3.1M Buy
52,235
+48,420
+1,269% +$3M 0.01% 962
2024
Q4 		$233K Sell
3,815
-769
-17% -$47.5K ﹤0.01% 2418
2024
Q3 		$275K Sell
4,584
-812
-15% -$47K ﹤0.01% 2236
2024
Q2 		$307K Sell
5,396
-24
-0.4% -$1.32K ﹤0.01% 2066
2024
Q1 		$300K Sell
5,420
-1,356
-20% -$71.1K ﹤0.01% 2113
2023
Q4 		$340K Sell
6,776
-93
-1% -$4.39K ﹤0.01% 1977
2023
Q3 		$314K Buy
6,869
+2,490
+57% +$118K ﹤0.01% 1896
2023
Q2 		$205K Buy
+4,379
New +$195K ﹤0.01% 2161

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

MML Investors Services's EPS Position: Q2 2026 in Review

MML Investors Services increased its WisdomTree US LargeCap Fund (EPS) stake by 25% in Q2 2026, buying an estimated $74.5K and bringing the position to 4,991 shares worth $388K. The position accounts for ﹤0.01% of the portfolio, ranked #2641.

MML Investors Services first reported a position in EPS in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.1M in Q1 2025. 175 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • MML Investors Services held 4,991 shares of WisdomTree US LargeCap Fund worth $388K as of Q2 2026.
  • MML Investors Services bought 983 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $74.5K.
  • WisdomTree US LargeCap Fund made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2641 holding.
  • MML Investors Services first reported a position in WisdomTree US LargeCap Fund in Q2 2023 and has held it in 13 quarters since.
  • MML Investors Services's WisdomTree US LargeCap Fund position peaked at $3.1M in Q1 2025.
  • 175 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.