RMR Wealth Builders’s WisdomTree US LargeCap Fund EPS Stock Holding History

RMR Wealth Builders’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	–	Sell	-3,155	Closed	-$224K	–	281
2025 Q4	$224K	Sell	3,155 -18	-0.6%	-$1.26K	0.02%	264
2025 Q3	$219K	Sell	3,173 -21	-0.7%	-$1.4K	0.02%	264
2025 Q2	$204K	Buy	+3,194	New	+$191K	0.02%	275
2023 Q1	–	Sell	-4,942	Closed	-$205K	–	214
2022 Q4	$205K	Buy	+4,942	New	+$206K	0.05%	182
2022 Q3	–	Sell	-4,929	Closed	-$201K	–	201
2022 Q2	$201K	Sell	4,929 -769	-13%	-$34K	0.05%	188
2022 Q1	$276K	Buy	5,698 +1,311	+30%	+$62.8K	0.06%	165
2021 Q4	$221K	Buy	+4,387	New	+$214K	0.06%	111
2021 Q2	–	Sell	-2,974	Closed	-$129K	–	330
2021 Q1	$129K	Buy	+2,974	New	+$124K	0.03%	242

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

RMR Wealth Builders's EPS Position: Q1 2026 in Review

RMR Wealth Builders sold out of WisdomTree US LargeCap Fund (EPS) in Q1 2026, closing a stake of 3,155 shares — an estimated $224K sold.

RMR Wealth Builders first reported a position in EPS in Q1 2021 and held it in 8 quarters. The position peaked at $276K in Q1 2022. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

RMR Wealth Builders reported no remaining WisdomTree US LargeCap Fund position as of Q1 2026 after selling out during the quarter.
RMR Wealth Builders sold 3,155 WisdomTree US LargeCap Fund shares in Q1 2026, an estimated $224K.
RMR Wealth Builders first reported a position in WisdomTree US LargeCap Fund in Q1 2021 and held it in 8 quarters.
RMR Wealth Builders's WisdomTree US LargeCap Fund position peaked at $276K in Q1 2022.
172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on RMR Wealth Builders's 13F filing for Q1 2026, filed 22 Apr 2026.