AssuredPartners Investment Advisors’s WisdomTree US LargeCap Fund EPS Stock Holding History

AssuredPartners Investment Advisors’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	$2.98M	Sell	43,184 -83	-0.2%	-$5.87K	0.32%	78
2025 Q4	$3.07M	Hold	43,267	–	–	0.46%	56
2025 Q3	$2.98M	Sell	43,267 -91	-0.2%	-$6.05K	0.66%	34
2025 Q2	$2.78M	Sell	43,358 -889	-2%	-$53.1K	0.68%	35
2025 Q1	$2.62M	Sell	44,247 -213	-0.5%	-$13.2K	0.51%	57
2024 Q4	$2.72M	Buy	+44,460	New	+$2.75M	0.53%	49

Other funds holding EPS

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

AssuredPartners Investment Advisors's EPS Position: Q1 2026 in Review

AssuredPartners Investment Advisors reduced its WisdomTree US LargeCap Fund (EPS) stake by 0.19% in Q1 2026, selling an estimated $5.87K and leaving 43,184 shares worth $2.98M. The position accounts for 0.32% of the portfolio, ranked #78.

AssuredPartners Investment Advisors first reported a position in EPS in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.07M in Q4 2025. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

AssuredPartners Investment Advisors held 43,184 shares of WisdomTree US LargeCap Fund worth $2.98M as of Q1 2026.
AssuredPartners Investment Advisors sold 83 WisdomTree US LargeCap Fund shares in Q1 2026, an estimated $5.87K.
WisdomTree US LargeCap Fund made up 0.32% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #78 holding.
AssuredPartners Investment Advisors first reported a position in WisdomTree US LargeCap Fund in Q4 2024 and has held it in 6 quarters since.
AssuredPartners Investment Advisors's WisdomTree US LargeCap Fund position peaked at $3.07M in Q4 2025.
172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.