Baldwin Wealth Partners’s WisdomTree US LargeCap Fund EPS Stock Holding History

Baldwin Wealth Partners’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	-4,261	Closed	-$261K	–	236
2024 Q4	$261K	Sell	4,261 -31,666	-88%	-$1.96M	0.02%	201
2024 Q3	$2.16M	Buy	+35,927	New	+$2.08M	0.15%	83

Other funds holding EPS

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

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

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

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

Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $253M AUM 9.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baldwin Wealth Partners's EPS Position: Q1 2025 in Review

Baldwin Wealth Partners sold out of WisdomTree US LargeCap Fund (EPS) in Q1 2025, closing a stake of 4,261 shares — an estimated $261K sold.

Baldwin Wealth Partners first reported a position in EPS in Q3 2024 and held it in 2 quarters. The position peaked at $2.16M in Q3 2024. 147 funds tracked by Wall St. Rank hold EPS as of Q1 2025.

Baldwin Wealth Partners reported no remaining WisdomTree US LargeCap Fund position as of Q1 2025 after selling out during the quarter.
Baldwin Wealth Partners sold 4,261 WisdomTree US LargeCap Fund shares in Q1 2025, an estimated $261K.
Baldwin Wealth Partners first reported a position in WisdomTree US LargeCap Fund in Q3 2024 and held it in 2 quarters.
Baldwin Wealth Partners's WisdomTree US LargeCap Fund position peaked at $2.16M in Q3 2024.
147 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2025.

Based on Baldwin Wealth Partners's 13F filing for Q1 2025, filed 14 Apr 2025.