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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GWAG

Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 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

FGC

Financial Gravity Companies Lakeway, Texas $616M AUM

FWA

Flagship Wealth Advisors Wakefield, Massachusetts $447M AUM 25.09% 1-Year Est. Return

SFO

Stenger Family Office Naperville, Illinois $629M AUM 25.67% 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. 109 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.
109 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.