AssetMark Inc’s WisdomTree US LargeCap Fund EPS Stock Holding History

AssetMark Inc’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	$5.2K	Buy	+65	New	+$5.19K	﹤0.01%	2763
2026 Q2	–	Sell	-12	Closed	-$817	–	3587
2026 Q1	$817	Hold	12	–	–	﹤0.01%	3081
2025 Q4	$850	Buy	+12	New	+$839	﹤0.01%	2980
2024 Q3	–	Sell	-160	Closed	-$9.1K	–	2286
2024 Q2	$9.1K	Buy	+160	New	+$8.83K	﹤0.01%	1509

Other funds holding EPS

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 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

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Flagship Wealth Advisors Wakefield, Massachusetts $461M AUM 17.89% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $605M AUM 14.86% 1-Year Est. Return

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

AssetMark Inc's EPS Position: Q3 2026 in Review

AssetMark Inc opened a new position in WisdomTree US LargeCap Fund (EPS) in Q3 2026: 65 shares worth $5.2K. The stake represents ﹤0.01% of the portfolio and ranks #2763 among its holdings. This is a return to the name: AssetMark Inc previously reported a position in EPS as recently as Q1 2026.

AssetMark Inc first reported a position in EPS in Q2 2024 and has held it in 4 quarters since. The position peaked at $9.1K in Q2 2024. 95 funds tracked by Wall St. Rank hold EPS as of Q3 2026.

AssetMark Inc held 65 shares of WisdomTree US LargeCap Fund worth $5.2K as of Q3 2026.
WisdomTree US LargeCap Fund was a new AssetMark Inc position in Q3 2026.
WisdomTree US LargeCap Fund made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2763 holding.
AssetMark Inc first reported a position in WisdomTree US LargeCap Fund in Q2 2024 and has held it in 4 quarters since.
AssetMark Inc's WisdomTree US LargeCap Fund position peaked at $9.1K in Q2 2024.
95 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.