EWM
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EPG Wealth Management’s WisdomTree US LargeCap Fund EPS Stock Holding History

EPG Wealth 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
Q1 		– Sell
-1,371
Closed -$83.9K – 425
2024
Q4 		$83.9K Buy
1,371
+4
+0.3% +$247 0.02% 266
2024
Q3 		$82.1K Buy
+1,367
New +$79.1K 0.02% 270
2024
Q2 		– Sell
-1,360
Closed -$75.1K – 286
2024
Q1 		$75.4K Buy
1,360
+3
+0.2% +$157 0.02% 295
2023
Q4 		$70.5K Buy
1,357
+4
+0.3% +$189 0.02% 283
2023
Q3 		$61.9K Sell
1,353
-373
-22% -$17.6K 0.02% 286
2023
Q2 		$80.6K Buy
1,726
+4
+0.2% +$179 0.02% 270
2023
Q1 		$75.3K Buy
1,722
+4
+0.2% +$173 0.02% 277
2022
Q4 		$71.4K Buy
1,718
+5
+0.3% +$208 0.03% 250
2022
Q3 		$66K Buy
+1,713
New +$73.1K 0.03% 246
2022
Q2 		– Sell
-1,704
Closed -$82K – 254
2022
Q1 		$82K Buy
1,704
+3
+0.2% +$144 0.03% 265
2021
Q4 		$86K Sell
1,701
-125
-7% -$6.09K 0.03% 266
2021
Q3 		$84K Buy
+1,826
New +$86.5K 0.03% 247
2020
Q4 		– Sell
-6,252
Closed -$221K – 158
2020
Q3 		$221K Buy
6,252
+29
+0.5% +$1.02K 0.16% 115
2020
Q2 		$206K Buy
6,223
+34
+0.5% +$1.08K 0.15% 140
2020
Q1 		$174K Buy
6,189
+602
+11% +$20.5K 0.13% 131
2019
Q4 		$205K Buy
+5,587
New +$196K 0.15% 96

Other funds holding EPS

FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
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

EPG Wealth Management's EPS Position: Q1 2025 in Review

EPG Wealth Management sold out of WisdomTree US LargeCap Fund (EPS) in Q1 2025, closing a stake of 1,371 shares — an estimated $83.9K sold.

EPG Wealth Management first reported a position in EPS in Q4 2019 and held it in 16 quarters. The position peaked at $221K in Q3 2020. 147 funds tracked by Wall St. Rank hold EPS as of Q1 2025.

  • EPG Wealth Management reported no remaining WisdomTree US LargeCap Fund position as of Q1 2025 after selling out during the quarter.
  • EPG Wealth Management sold 1,371 WisdomTree US LargeCap Fund shares in Q1 2025, an estimated $83.9K.
  • EPG Wealth Management first reported a position in WisdomTree US LargeCap Fund in Q4 2019 and held it in 16 quarters.
  • EPG Wealth Management's WisdomTree US LargeCap Fund position peaked at $221K in Q3 2020.
  • 147 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2025.

Based on EPG Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.