SFO
EPS icon

Stenger Family Office’s WisdomTree US LargeCap Fund EPS Stock Holding History

Stenger Family Office’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 		$14.3M Sell
184,220
-7,748
-4% -$587K 2.28% 13
2026
Q1 		$13.1M Buy
+191,968
New +$13.6M 2.31% 13
2024
Q4 		$11.4M Buy
+186,307
New +$11.5M 3.87% 6

Other funds holding EPS

TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
EB
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
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
LWM
LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
SL
SWMG LLC Fort Worth, Texas $424M AUM 23.58% 1-Year Est. Return

Stenger Family Office's EPS Position: Q2 2026 in Review

Stenger Family Office reduced its WisdomTree US LargeCap Fund (EPS) stake by 4% in Q2 2026, selling an estimated $587K and leaving 184,220 shares worth $14.3M. The position accounts for 2.28% of the portfolio, ranked #13.

Stenger Family Office first reported a position in EPS in Q4 2024 and has held it in 3 quarters since. 22 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • Stenger Family Office held 184,220 shares of WisdomTree US LargeCap Fund worth $14.3M as of Q2 2026.
  • Stenger Family Office sold 7,748 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $587K.
  • WisdomTree US LargeCap Fund made up 2.28% of Stenger Family Office's portfolio in Q2 2026, its #13 holding.
  • Stenger Family Office first reported a position in WisdomTree US LargeCap Fund in Q4 2024 and has held it in 3 quarters since.
  • 22 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Stenger Family Office's 13F filing for Q2 2026, filed 13 Jul 2026.