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

Systelligence 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 		$2.82M Sell
36,233
-107,249
-75% -$8.12M 0.47% 50
2026
Q1 		$9.77M Sell
143,482
-71,395
-33% -$5.05M 1.9% 24
2025
Q4 		$15.2M Sell
214,877
-32,013
-13% -$2.24M 2.9% 14
2025
Q3 		$17M Buy
246,890
+135,704
+122% +$9.02M 3.23% 10
2025
Q2 		$7.12M Buy
+111,186
New +$6.64M 1.32% 35

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
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
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
HA
Herold Advisors New York $506M AUM 26.75% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Systelligence LLC's EPS Position: Q2 2026 in Review

Systelligence LLC reduced its WisdomTree US LargeCap Fund (EPS) stake by 75% in Q2 2026, selling an estimated $8.12M and leaving 36,233 shares worth $2.82M. The position accounts for 0.47% of the portfolio, ranked #50.

Systelligence LLC first reported a position in EPS in Q2 2025 and has held it in 5 quarters since. The position peaked at $17M in Q3 2025. 31 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • Systelligence LLC held 36,233 shares of WisdomTree US LargeCap Fund worth $2.82M as of Q2 2026.
  • Systelligence LLC sold 107,249 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $8.12M.
  • WisdomTree US LargeCap Fund made up 0.47% of Systelligence LLC's portfolio in Q2 2026, its #50 holding.
  • Systelligence LLC first reported a position in WisdomTree US LargeCap Fund in Q2 2025 and has held it in 5 quarters since.
  • Systelligence LLC's WisdomTree US LargeCap Fund position peaked at $17M in Q3 2025.
  • 31 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Systelligence LLC's 13F filing for Q2 2026, filed 14 Jul 2026.