CPIG
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Chicago Partners Investment Group’s WisdomTree US LargeCap Fund EPS Stock Holding History

Chicago Partners Investment Group’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 		$2.04M Buy
26,434
+1,225
+5% +$92.8K 0.04% 356
2026
Q1 		$1.87M Sell
25,209
-870
-3% -$61.6K 0.04% 349
2025
Q4 		$1.86M Buy
26,079
+53
+0.2% +$3.71K 0.05% 305
2025
Q3 		$1.83M Sell
26,026
-211
-0.8% -$14K 0.05% 294
2025
Q2 		$1.73M Buy
26,237
+55
+0.2% +$3.28K 0.05% 284
2025
Q1 		$1.54M Buy
26,182
+181
+0.7% +$11.2K 0.05% 278
2024
Q4 		$1.6M Buy
26,001
+64
+0.2% +$3.96K 0.05% 259
2024
Q3 		$1.57M Sell
25,937
-160
-0.6% -$9.26K 0.06% 258
2024
Q2 		$1.49M Buy
26,097
+6,940
+36% +$383K 0.06% 257
2024
Q1 		$1.03M Buy
19,157
+93
+0.5% +$4.88K 0.04% 312
2023
Q4 		$972K Buy
19,064
+496
+3% +$23.4K 0.05% 307
2023
Q3 		$835K Buy
18,568
+3,674
+25% +$174K 0.05% 309
2023
Q2 		$714K Buy
14,894
+7
+0% +$312 0.04% 340
2023
Q1 		$657K Buy
14,887
+31
+0.2% +$1.34K 0.04% 331
2022
Q4 		$670K Buy
14,856
+29
+0.2% +$1.21K 0.04% 320
2022
Q3 		$611K Buy
14,827
+38
+0.3% +$1.62K 0.04% 300
2022
Q2 		$651K Buy
14,789
+35
+0.2% +$1.55K 0.05% 292
2022
Q1 		$628K Buy
14,754
+2,720
+23% +$130K 0.05% 271
2021
Q4 		$570K Buy
12,034
+19
+0.2% +$926 0.04% 309
2021
Q3 		$591K Sell
12,015
-291
-2% -$13.8K 0.04% 305
2021
Q2 		$583K Sell
12,306
-157
-1% -$7.14K 0.04% 303
2021
Q1 		$563K Hold
12,463
– – 0.05% 288
2020
Q4 		$513K Sell
12,463
-6,688
-35% -$253K 0.05% 275
2020
Q3 		$685K Sell
19,151
-2,186
-10% -$77K 0.08% 192
2020
Q2 		$735K Buy
21,337
+1,776
+9% +$56.3K 0.09% 171
2020
Q1 		$607K Buy
19,561
+301
+2% +$10.3K 0.09% 168
2019
Q4 		$722K Sell
19,260
-439
-2% -$15.4K 0.09% 170
2019
Q3 		$672K Hold
19,699
– – 0.09% 164
2019
Q2 		$661K Hold
19,699
– – 0.09% 156
2019
Q1 		$648K Hold
19,699
– – 0.1% 154
2018
Q4 		$576K Buy
19,699
+1,357
+7% +$41.4K 0.09% 174
2018
Q3 		$552K Buy
18,342
+702
+4% +$22.6K 0.08% 175
2018
Q2 		$541K Buy
17,640
+474
+3% +$14.6K 0.08% 165
2018
Q1 		$521K Hold
17,166
– – 0.09% 151
2017
Q4 		$533K Buy
17,166
+234
+1% +$7.06K 0.09% 154
2017
Q3 		$491K Buy
16,932
+882
+5% +$25.1K 0.08% 153
2017
Q2 		$431K Buy
16,050
+7,251
+82% +$200K 0.11% 121
2017
Q1 		$239K Buy
8,799
+5,919
+206% +$159K 0.07% 175
2016
Q4 		$74K Hold
2,880
– – 0.03% 257
2016
Q3 		$70K Hold
2,880
– – 0.03% 266
2016
Q2 		$67K Hold
2,880
– – 0.03% 227
2016
Q1 		$67K Hold
2,880
– – 0.03% 208
2015
Q4 		$67K Sell
2,880
-4,497
-61% -$105K 0.03% 264
2015
Q3 		$161K Sell
7,377
-7,335
-50% -$170K 0.09% 148
2015
Q2 		$351K Buy
14,712
+7,377
+101% +$179K 0.16% 94
2015
Q1 		$176K Buy
7,335
+774
+12% +$18.5K 0.08% 139
2014
Q4 		$157K Buy
+6,561
New +$154K 0.07% 140

Other funds holding EPS

FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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

Chicago Partners Investment Group's EPS Position: Q2 2026 in Review

Chicago Partners Investment Group increased its WisdomTree US LargeCap Fund (EPS) stake by 4.9% in Q2 2026, buying an estimated $92.8K and bringing the position to 26,434 shares worth $2.04M. The position accounts for 0.04% of the portfolio, ranked #356.

Chicago Partners Investment Group first reported a position in EPS in Q4 2014 and has held it in 47 quarters since. 174 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • Chicago Partners Investment Group held 26,434 shares of WisdomTree US LargeCap Fund worth $2.04M as of Q2 2026.
  • Chicago Partners Investment Group bought 1,225 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $92.8K.
  • WisdomTree US LargeCap Fund made up 0.04% of Chicago Partners Investment Group's portfolio in Q2 2026, its #356 holding.
  • Chicago Partners Investment Group first reported a position in WisdomTree US LargeCap Fund in Q4 2014 and has held it in 47 quarters since.
  • 174 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.