AssetMark Inc
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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
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

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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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

AssetMark Inc's EPS Position: Q1 2026 in Review

AssetMark Inc held its WisdomTree US LargeCap Fund (EPS) position steady in Q1 2026 at 12 shares worth $817. The position accounts for ﹤0.01% of the portfolio, ranked #3081.

AssetMark Inc first reported a position in EPS in Q2 2024 and has held it in 3 quarters since. The position peaked at $9.1K in Q2 2024. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

  • AssetMark Inc held 12 shares of WisdomTree US LargeCap Fund worth $817 as of Q1 2026.
  • AssetMark Inc left its WisdomTree US LargeCap Fund share count unchanged in Q1 2026.
  • WisdomTree US LargeCap Fund made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #3081 holding.
  • AssetMark Inc first reported a position in WisdomTree US LargeCap Fund in Q2 2024 and has held it in 3 quarters since.
  • AssetMark Inc's WisdomTree US LargeCap Fund position peaked at $9.1K in Q2 2024.
  • 172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.