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 Q3	$208K	Sell	2,605 -89	-3%	-$7.1K	0.01%	297
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $253M AUM 9.36% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return

Flagship Wealth Advisors Wakefield, Massachusetts $461M AUM 17.89% 1-Year Est. Return

RMR Wealth Builders's EPS Position: Q3 2026 in Review

RMR Wealth Builders reduced its WisdomTree US LargeCap Fund (EPS) stake by 3.3% in Q3 2026, selling an estimated $7.1K and leaving 2,605 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #297.

RMR Wealth Builders first reported a position in EPS in Q1 2021 and has held it in 10 quarters since. The position peaked at $276K in Q1 2022. 113 funds tracked by Wall St. Rank hold EPS as of Q3 2026.

RMR Wealth Builders held 2,605 shares of WisdomTree US LargeCap Fund worth $208K as of Q3 2026.
RMR Wealth Builders sold 89 WisdomTree US LargeCap Fund shares in Q3 2026, an estimated $7.1K.
WisdomTree US LargeCap Fund made up 0.01% of RMR Wealth Builders's portfolio in Q3 2026, its #297 holding.
RMR Wealth Builders first reported a position in WisdomTree US LargeCap Fund in Q1 2021 and has held it in 10 quarters since.
RMR Wealth Builders's WisdomTree US LargeCap Fund position peaked at $276K in Q1 2022.
113 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.