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 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%	-$10.3K	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

TFG

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

SFO

Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

TWM

TopTier Wealth Management Muskego, Wisconsin $166M AUM

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

LWM

LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

SWMG LLC Fort Worth, Texas $424M AUM 23.58% 1-Year Est. Return

Rockland Trust's EPS Position: Q2 2026 in Review

Rockland Trust reduced its WisdomTree US LargeCap Fund (EPS) stake by 0.15% in Q2 2026, selling an estimated $3.94K and leaving 35,556 shares worth $2.77M. The position accounts for 0.11% of the portfolio, ranked #100.

Rockland Trust first reported a position in EPS in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.02M in Q4 2022. 22 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

Rockland Trust held 35,556 shares of WisdomTree US LargeCap Fund worth $2.77M as of Q2 2026.
Rockland Trust sold 52 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $3.94K.
WisdomTree US LargeCap Fund made up 0.11% of Rockland Trust's portfolio in Q2 2026, its #100 holding.
Rockland Trust first reported a position in WisdomTree US LargeCap Fund in Q4 2022 and has held it in 15 quarters since.
Rockland Trust's WisdomTree US LargeCap Fund position peaked at $3.02M in Q4 2022.
22 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Rockland Trust's 13F filing for Q2 2026, filed 8 Jul 2026.