BWP
EPS icon

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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,261
Closed -$261K – 236
2024
Q4 		$261K Sell
4,261
-31,666
-88% -$1.94M 0.02% 201
2024
Q3 		$2.16M Buy
+35,927
New +$2.16M 0.15% 83