Moller Wealth Partners’s WisdomTree US LargeCap Fund EPS Stock Holding History

Moller Wealth Partners’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	$290K	Hold	3,730	–	–	0.05%	62
2026 Q1	$254K	Hold	3,730	–	–	0.05%	59
2025 Q4	$264K	Hold	3,730	–	–	0.06%	61
2025 Q3	$257K	Hold	3,730	–	–	0.05%	64
2025 Q2	$239K	Hold	3,730	–	–	0.05%	66
2025 Q1	$221K	Hold	3,730	–	–	0.05%	65
2024 Q4	$228K	Hold	3,730	–	–	0.06%	62
2024 Q3	$224K	Hold	3,730	–	–	0.06%	63
2024 Q2	$212K	Sell	3,730 -464	-11%	-$25.6K	0.06%	62
2024 Q1	$232K	Hold	4,194	–	–	0.06%	49
2023 Q4	$210K	Buy	+4,194	New	+$198K	0.06%	50
2022 Q2	–	Sell	-4,194	Closed	-$203K	–	51
2022 Q1	$203K	Hold	4,194	–	–	0.06%	53
2021 Q4	$211K	Buy	+4,194	New	+$204K	0.07%	49
2015 Q3	–	Sell	-65,445	Closed	-$1.56M	–	36
2015 Q2	$1.56M	Hold	65,445	–	–	0.71%	18
2015 Q1	$1.56M	Sell	65,445 -9,219	-12%	-$220K	0.72%	18
2014 Q4	$1.79M	Hold	74,664	–	–	0.89%	15
2014 Q3	$1.71M	Hold	74,664	–	–	0.81%	16
2014 Q2	$1.7M	Hold	74,664	–	–	0.77%	18
2014 Q1	$1.63M	Sell	74,664 -234	-0.3%	-$4.98K	0.83%	18
2013 Q4	$1.61M	Hold	74,898	–	–	0.86%	21
2013 Q3	$1.46M	Hold	74,898	–	–	0.92%	23
2013 Q2	$1.4M	Buy	+74,898	New	+$1.4M	1.03%	20

Other funds holding EPS

TFG

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

SFO

Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

TWM

TopTier Wealth Management Muskego, Wisconsin $166M AUM

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

LWM

LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Moller Wealth Partners's EPS Position: Q2 2026 in Review

Moller Wealth Partners held its WisdomTree US LargeCap Fund (EPS) position steady in Q2 2026 at 3,730 shares worth $290K. The position accounts for 0.05% of the portfolio, ranked #62.

Moller Wealth Partners first reported a position in EPS in Q2 2013 and has held it in 22 quarters since. The position peaked at $1.79M in Q4 2014. 22 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

Moller Wealth Partners held 3,730 shares of WisdomTree US LargeCap Fund worth $290K as of Q2 2026.
Moller Wealth Partners left its WisdomTree US LargeCap Fund share count unchanged in Q2 2026.
WisdomTree US LargeCap Fund made up 0.05% of Moller Wealth Partners's portfolio in Q2 2026, its #62 holding.
Moller Wealth Partners first reported a position in WisdomTree US LargeCap Fund in Q2 2013 and has held it in 22 quarters since.
Moller Wealth Partners's WisdomTree US LargeCap Fund position peaked at $1.79M in Q4 2014.
22 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Moller Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.