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 Q3	$364K	Sell	4,539 -1,696	-27%	-$135K	0.08%	86
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

Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 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

Stenger Family Office Naperville, Illinois $728M AUM 21.16% 1-Year Est. Return

Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return

Marietta Wealth Management Marietta, Georgia $945M AUM 19.14% 1-Year Est. Return

TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return

SWMG LLC's EPS Position: Q3 2026 in Review

SWMG LLC reduced its WisdomTree US LargeCap Fund (EPS) stake by 27% in Q3 2026, selling an estimated $135K and leaving 4,539 shares worth $364K. The position accounts for 0.08% of the portfolio, ranked #86.

SWMG LLC first reported a position in EPS in Q2 2025 and has held it in 6 quarters since. The position peaked at $493K in Q4 2025. 64 funds tracked by Wall St. Rank hold EPS as of Q3 2026.

SWMG LLC held 4,539 shares of WisdomTree US LargeCap Fund worth $364K as of Q3 2026.
SWMG LLC sold 1,696 WisdomTree US LargeCap Fund shares in Q3 2026, an estimated $135K.
WisdomTree US LargeCap Fund made up 0.08% of SWMG LLC's portfolio in Q3 2026, its #86 holding.
SWMG LLC first reported a position in WisdomTree US LargeCap Fund in Q2 2025 and has held it in 6 quarters since.
SWMG LLC's WisdomTree US LargeCap Fund position peaked at $493K in Q4 2025.
64 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q3 2026.

Based on SWMG LLC's 13F filing for Q3 2026, filed 23 Oct 2026.