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 Q2	$210K	Buy	+2,694	New	+$204K	0.01%	300
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 $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

RMR Wealth Builders's EPS Position: Q2 2026 in Review

RMR Wealth Builders opened a new position in WisdomTree US LargeCap Fund (EPS) in Q2 2026: 2,694 shares worth $210K. The stake represents 0.01% of the portfolio and ranks #300 among its holdings. This is a return to the name: RMR Wealth Builders previously reported a position in EPS as recently as Q4 2025.

RMR Wealth Builders first reported a position in EPS in Q1 2021 and has held it in 9 quarters since. The position peaked at $276K in Q1 2022. 175 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

RMR Wealth Builders held 2,694 shares of WisdomTree US LargeCap Fund worth $210K as of Q2 2026.
WisdomTree US LargeCap Fund was a new RMR Wealth Builders position in Q2 2026.
WisdomTree US LargeCap Fund made up 0.01% of RMR Wealth Builders's portfolio in Q2 2026, its #300 holding.
RMR Wealth Builders first reported a position in WisdomTree US LargeCap Fund in Q1 2021 and has held it in 9 quarters since.
RMR Wealth Builders's WisdomTree US LargeCap Fund position peaked at $276K in Q1 2022.
175 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.