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Team Financial Group’s WisdomTree US LargeCap Fund EPS Stock Holding History

Team Financial Group’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 		$35.6M Buy
457,411
+6,638
+1% +$503K 15.11% 2
2026
Q1 		$30.7M Buy
450,773
+3,229
+0.7% +$228K 13.94% 2
2025
Q4 		$31.7M Sell
447,544
-4,255
-0.9% -$298K 14.39% 2
2025
Q3 		$31.1M Sell
451,799
-41
-0% -$2.73K 14.44% 2
2025
Q2 		$28.9M Buy
451,840
+25,403
+6% +$1.52M 14.22% 2
2025
Q1 		$25.3M Sell
426,437
-6,820
-2% -$422K 14.59% 2
2024
Q4 		$26.5M Buy
433,257
+4,758
+1% +$294K 15.2% 2
2024
Q3 		$25.7M Buy
428,499
+7,421
+2% +$429K 15.3% 2
2024
Q2 		$24M Buy
421,078
+16,095
+4% +$889K 15.39% 2
2024
Q1 		$22.4M Sell
404,983
-5,376
-1% -$282K 15.1% 2
2023
Q4 		$20.6M Buy
410,359
+13,722
+3% +$648K 14.76% 2
2023
Q3 		$18.1M Buy
+396,637
New +$18.7M 14.99% 1

Other funds holding EPS

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
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

Team Financial Group's EPS Position: Q2 2026 in Review

Team Financial Group increased its WisdomTree US LargeCap Fund (EPS) stake by 1.5% in Q2 2026, buying an estimated $503K and bringing the position to 457,411 shares worth $35.6M. The position accounts for 15.11% of the portfolio, ranked #2.

Team Financial Group first reported a position in EPS in Q3 2023 and has held it in 12 quarters since. 22 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • Team Financial Group held 457,411 shares of WisdomTree US LargeCap Fund worth $35.6M as of Q2 2026.
  • Team Financial Group bought 6,638 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $503K.
  • WisdomTree US LargeCap Fund made up 15.11% of Team Financial Group's portfolio in Q2 2026, its #2 holding.
  • Team Financial Group first reported a position in WisdomTree US LargeCap Fund in Q3 2023 and has held it in 12 quarters since.
  • 22 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.