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

Mosaic Family 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 		$867K Buy
11,149
+7,664
+220% +$581K 0.06% 228
2026
Q1 		$237K Buy
+3,485
New +$247K 0.02% 253

Other funds holding EPS

Fiduciary Trust
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
Private Advisor Group
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 $2.07B AUM 21.2% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Mosaic Family Wealth Partners's EPS Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its WisdomTree US LargeCap Fund (EPS) stake by 220% in Q2 2026, buying an estimated $581K and bringing the position to 11,149 shares worth $867K. The position accounts for 0.06% of the portfolio, ranked #228.

Mosaic Family Wealth Partners first reported a position in EPS in Q1 2026 and has held it in 2 quarters since. 175 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • Mosaic Family Wealth Partners held 11,149 shares of WisdomTree US LargeCap Fund worth $867K as of Q2 2026.
  • Mosaic Family Wealth Partners bought 7,664 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $581K.
  • WisdomTree US LargeCap Fund made up 0.06% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #228 holding.
  • Mosaic Family Wealth Partners first reported a position in WisdomTree US LargeCap Fund in Q1 2026 and has held it in 2 quarters since.
  • 175 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.