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Coldstream Capital Management’s WisdomTree US LargeCap Fund EPS Stock Holding History

Coldstream Capital Management’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
Q2 		– Sell
-916
Closed -$54.3K – 1791
2025
Q1 		$54.3K Buy
+916
New +$56.7K ﹤0.01% 1667

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PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
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
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
FGC
Financial Gravity Companies Lakeway, Texas $509M AUM
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Coldstream Capital Management's EPS Position: Q2 2025 in Review

Coldstream Capital Management sold out of WisdomTree US LargeCap Fund (EPS) in Q2 2025, closing a stake of 916 shares — an estimated $54.3K sold.

Coldstream Capital Management first reported a position in EPS in Q1 2025 and held it in 1 quarter. The position peaked at $54.3K in Q1 2025. 148 funds tracked by Wall St. Rank hold EPS as of Q2 2025.

  • Coldstream Capital Management reported no remaining WisdomTree US LargeCap Fund position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 916 WisdomTree US LargeCap Fund shares in Q2 2025, an estimated $54.3K.
  • Coldstream Capital Management first reported a position in WisdomTree US LargeCap Fund in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's WisdomTree US LargeCap Fund position peaked at $54.3K in Q1 2025.
  • 148 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.