Fort Point Capital Partners’s WisdomTree US LargeCap Fund EPS Stock Holding History

Fort Point Capital 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 Q3	–	Sell	-4,810	Closed	-$308K	–	244
2025 Q2	$308K	Buy	4,810 +180	+4%	+$10.7K	0.02%	278
2025 Q1	$274K	Buy	+4,630	New	+$286K	0.03%	278

Other funds holding EPS

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Fort Point Capital Partners's EPS Position: Q3 2025 in Review

Fort Point Capital Partners sold out of WisdomTree US LargeCap Fund (EPS) in Q3 2025, closing a stake of 4,810 shares — an estimated $308K sold.

Fort Point Capital Partners first reported a position in EPS in Q1 2025 and held it in 2 quarters. The position peaked at $308K in Q2 2025. 155 funds tracked by Wall St. Rank hold EPS as of Q3 2025.

Fort Point Capital Partners reported no remaining WisdomTree US LargeCap Fund position as of Q3 2025 after selling out during the quarter.
Fort Point Capital Partners sold 4,810 WisdomTree US LargeCap Fund shares in Q3 2025, an estimated $308K.
Fort Point Capital Partners first reported a position in WisdomTree US LargeCap Fund in Q1 2025 and held it in 2 quarters.
Fort Point Capital Partners's WisdomTree US LargeCap Fund position peaked at $308K in Q2 2025.
155 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q3 2025.

Based on Fort Point Capital Partners's 13F filing for Q3 2025, filed 14 Nov 2025.