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SWMG LLC’s WisdomTree US LargeCap Fund EPS Stock Holding History

SWMG LLC’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 		$491K Sell
6,235
-634
-9% -$48K 0.12% 62
2026
Q1 		$468K Buy
6,869
+24
+0.4% +$1.7K 0.13% 68
2025
Q4 		$493K Buy
6,845
+68
+1% +$4.76K 0.14% 68
2025
Q3 		$468K Buy
6,777
+2,301
+51% +$153K 0.14% 71
2025
Q2 		$295K Buy
+4,476
New +$267K 0.1% 96

Other funds holding EPS

FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
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
IA
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

SWMG LLC's EPS Position: Q2 2026 in Review

SWMG LLC reduced its WisdomTree US LargeCap Fund (EPS) stake by 9.2% in Q2 2026, selling an estimated $48K and leaving 6,235 shares worth $491K. The position accounts for 0.12% of the portfolio, ranked #62.

SWMG LLC first reported a position in EPS in Q2 2025 and has held it in 5 quarters since. The position peaked at $493K in Q4 2025. 175 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • SWMG LLC held 6,235 shares of WisdomTree US LargeCap Fund worth $491K as of Q2 2026.
  • SWMG LLC sold 634 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $48K.
  • WisdomTree US LargeCap Fund made up 0.12% of SWMG LLC's portfolio in Q2 2026, its #62 holding.
  • SWMG LLC first reported a position in WisdomTree US LargeCap Fund in Q2 2025 and has held it in 5 quarters since.
  • SWMG LLC's WisdomTree US LargeCap Fund position peaked at $493K in Q4 2025.
  • 175 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on SWMG LLC's 13F filing for Q2 2026, filed 15 Jul 2026.