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
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

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AssetMark Inc's EPS Position: Q2 2026 in Review

AssetMark Inc sold out of WisdomTree US LargeCap Fund (EPS) in Q2 2026, closing a stake of 12 shares — an estimated $817 sold.

AssetMark Inc first reported a position in EPS in Q2 2024 and held it in 3 quarters. The position peaked at $9.1K in Q2 2024. 175 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • AssetMark Inc reported no remaining WisdomTree US LargeCap Fund position as of Q2 2026 after selling out during the quarter.
  • AssetMark Inc sold 12 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $817.
  • AssetMark Inc first reported a position in WisdomTree US LargeCap Fund in Q2 2024 and held it in 3 quarters.
  • AssetMark Inc's WisdomTree US LargeCap Fund position peaked at $9.1K in Q2 2024.
  • 175 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.