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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

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PAG
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Morgan Stanley
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Lido Advisors
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GWAG
Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $2.64B AUM 16.75% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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.