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Armis Advisers’s WisdomTree US LargeCap Fund EPS Stock Holding History

Armis Advisers’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
2025
Q1 		– Sell
-4,181
Closed -$256K – 417
2024
Q4 		$256K Buy
+4,181
New +$258K 0.03% 296

Other funds holding EPS

FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $2.64B AUM 16.75% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Armis Advisers's EPS Position: Q1 2025 in Review

Armis Advisers sold out of WisdomTree US LargeCap Fund (EPS) in Q1 2025, closing a stake of 4,181 shares — an estimated $256K sold.

Armis Advisers first reported a position in EPS in Q4 2024 and held it in 1 quarter. The position peaked at $256K in Q4 2024. 147 funds tracked by Wall St. Rank hold EPS as of Q1 2025.

  • Armis Advisers reported no remaining WisdomTree US LargeCap Fund position as of Q1 2025 after selling out during the quarter.
  • Armis Advisers sold 4,181 WisdomTree US LargeCap Fund shares in Q1 2025, an estimated $256K.
  • Armis Advisers first reported a position in WisdomTree US LargeCap Fund in Q4 2024 and held it in 1 quarter.
  • Armis Advisers's WisdomTree US LargeCap Fund position peaked at $256K in Q4 2024.
  • 147 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2025.

Based on Armis Advisers's 13F filing for Q1 2025, filed 8 May 2025.