Modera Wealth Management’s WisdomTree US LargeCap Fund EPS Stock Holding History

Modera Wealth Management’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 Q1	$2.38M	Sell	34,935 -159	-0.5%	-$11.3K	0.03%	245
2025 Q4	$2.49M	Hold	35,094	–	–	0.03%	244
2025 Q3	$2.42M	Hold	35,094	–	–	0.03%	246
2025 Q2	$2.25M	Sell	35,094 -100	-0.3%	-$5.97K	0.03%	248
2025 Q1	$2.09M	Sell	35,194 -100	-0.3%	-$6.19K	0.03%	241
2024 Q4	$2.16M	Hold	35,294	–	–	0.03%	242
2024 Q3	$2.12M	Hold	35,294	–	–	0.03%	228
2024 Q2	$2.01M	Hold	35,294	–	–	0.03%	221
2024 Q1	$1.96M	Hold	35,294	–	–	0.03%	231
2023 Q4	$1.77M	Hold	35,294	–	–	0.03%	233
2023 Q3	$1.61M	Sell	35,294 -1,911	-5%	-$90.3K	0.03%	234
2023 Q2	$1.74M	Buy	37,205 +5,714	+18%	+$255K	0.03%	237
2023 Q1	$1.38M	Hold	31,491	–	–	0.05%	123
2022 Q4	$1.31M	Hold	31,491	–	–	0.05%	125
2022 Q3	$1.21M	Sell	31,491 -1,000	-3%	-$42.7K	0.06%	121
2022 Q2	$1.33M	Sell	32,491 -150	-0.5%	-$6.64K	0.06%	119
2022 Q1	$1.58M	Hold	32,641	–	–	0.07%	117
2021 Q4	$1.64M	Sell	32,641 -441	-1%	-$21.5K	0.06%	126
2021 Q3	$1.52M	Buy	33,082 +572	+2%	+$27.1K	0.08%	84
2021 Q2	$1.5M	Hold	32,510	–	–	0.08%	83
2021 Q1	$1.41M	Buy	32,510 +4,830	+17%	+$201K	0.09%	77
2020 Q4	$1.11M	Buy	+27,680	New	+$1.05M	0.09%	87

Other funds holding EPS

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

GWAG

Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

TFG

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

Modera Wealth Management's EPS Position: Q1 2026 in Review

Modera Wealth Management reduced its WisdomTree US LargeCap Fund (EPS) stake by 0.45% in Q1 2026, selling an estimated $11.3K and leaving 34,935 shares worth $2.38M. The position accounts for 0.03% of the portfolio, ranked #245.

Modera Wealth Management first reported a position in EPS in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.49M in Q4 2025. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

Modera Wealth Management held 34,935 shares of WisdomTree US LargeCap Fund worth $2.38M as of Q1 2026.
Modera Wealth Management sold 159 WisdomTree US LargeCap Fund shares in Q1 2026, an estimated $11.3K.
WisdomTree US LargeCap Fund made up 0.03% of Modera Wealth Management's portfolio in Q1 2026, its #245 holding.
Modera Wealth Management first reported a position in WisdomTree US LargeCap Fund in Q4 2020 and has held it in 22 quarters since.
Modera Wealth Management's WisdomTree US LargeCap Fund position peaked at $2.49M in Q4 2025.
172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.