Rockland Trust’s WisdomTree US LargeCap Fund EPS Stock Holding History

Rockland Trust’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	$2.82M	Sell	35,316 -240	-0.7%	-$19.2K	0.11%	97
2026 Q2	$2.77M	Sell	35,556 -52	-0.1%	-$3.94K	0.11%	100
2026 Q1	$2.43M	Sell	35,608 -622	-2%	-$44K	0.1%	101
2025 Q4	$2.57M	Sell	36,230 -148	-0.4%	-$10.4K	0.1%	104
2025 Q3	$2.51M	Sell	36,378 -1,026	-3%	-$68.2K	0.1%	106
2025 Q2	$2.39M	Sell	37,404 -977	-3%	-$58.3K	0.12%	92
2025 Q1	$2.28M	Sell	38,381 -3,865	-9%	-$239K	0.11%	88
2024 Q4	$2.58M	Sell	42,246 -527	-1%	-$32.6K	0.13%	88
2024 Q3	$2.57M	Sell	42,773 -3,883	-8%	-$225K	0.13%	88
2024 Q2	$2.65M	Sell	46,656 -1,438	-3%	-$79.4K	0.14%	88
2024 Q1	$2.66M	Sell	48,094 -2,117	-4%	-$111K	0.14%	88
2023 Q4	$2.52M	Sell	50,211 -312	-0.6%	-$14.7K	0.14%	85
2023 Q3	$2.31M	Sell	50,523 -127	-0.3%	-$6K	0.14%	84
2023 Q2	$2.37M	Sell	50,650 -1,143	-2%	-$51K	0.14%	90
2023 Q1	$2.26M	Sell	51,793 -20,796	-29%	-$898K	0.14%	94
2022 Q4	$3.02M	Buy	+72,589	New	+$3.02M	0.19%	87

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

Rockland Trust's EPS Position: Q3 2026 in Review

Rockland Trust reduced its WisdomTree US LargeCap Fund (EPS) stake by 0.67% in Q3 2026, selling an estimated $19.2K and leaving 35,316 shares worth $2.82M. The position accounts for 0.11% of the portfolio, ranked #97.

Rockland Trust first reported a position in EPS in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.02M in Q4 2022. 112 funds tracked by Wall St. Rank hold EPS as of Q3 2026.

Rockland Trust held 35,316 shares of WisdomTree US LargeCap Fund worth $2.82M as of Q3 2026.
Rockland Trust sold 240 WisdomTree US LargeCap Fund shares in Q3 2026, an estimated $19.2K.
WisdomTree US LargeCap Fund made up 0.11% of Rockland Trust's portfolio in Q3 2026, its #97 holding.
Rockland Trust first reported a position in WisdomTree US LargeCap Fund in Q4 2022 and has held it in 16 quarters since.
Rockland Trust's WisdomTree US LargeCap Fund position peaked at $3.02M in Q4 2022.
112 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q3 2026.

Based on Rockland Trust's 13F filing for Q3 2026, filed 5 Oct 2026.