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 Q2	$2.72M	Hold	34,935	–	–	0.03%	241
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 $9.19B AUM 25.65% 1-Year Est. Return

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

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 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

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

Modera Wealth Management's EPS Position: Q2 2026 in Review

Modera Wealth Management held its WisdomTree US LargeCap Fund (EPS) position steady in Q2 2026 at 34,935 shares worth $2.72M. The position accounts for 0.03% of the portfolio, ranked #241.

Modera Wealth Management first reported a position in EPS in Q4 2020 and has held it in 23 quarters since. 175 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

Modera Wealth Management held 34,935 shares of WisdomTree US LargeCap Fund worth $2.72M as of Q2 2026.
Modera Wealth Management left its WisdomTree US LargeCap Fund share count unchanged in Q2 2026.
WisdomTree US LargeCap Fund made up 0.03% of Modera Wealth Management's portfolio in Q2 2026, its #241 holding.
Modera Wealth Management first reported a position in WisdomTree US LargeCap Fund in Q4 2020 and has held it in 23 quarters since.
175 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.