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Insight Advisors’s WisdomTree US LargeCap Fund EPS Stock Holding History

Insight Advisors’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
-7,157
Closed -$424K – 296
2025
Q1 		$424K Sell
7,157
-9,095
-56% -$563K 0.07% 170
2024
Q4 		$997K Sell
16,252
-9,236
-36% -$571K 0.17% 89
2024
Q3 		$1.53M Sell
25,488
-14,321
-36% -$828K 0.26% 65
2024
Q2 		$2.26M Sell
39,809
-17,075
-30% -$943K 0.41% 41
2024
Q1 		$3.15M Sell
56,884
-24,862
-30% -$1.3M 0.6% 26
2023
Q4 		$4.1M Buy
81,746
+1,462
+2% +$69K 0.87% 14
2023
Q3 		$3.67M Sell
80,284
-108
-0.1% -$5.1K 0.84% 13
2023
Q2 		$3.76M Buy
80,392
+11,044
+16% +$493K 0.84% 16
2023
Q1 		$3.03M Buy
69,348
+5,914
+9% +$255K 0.71% 18
2022
Q4 		$2.63M Sell
63,434
-25,614
-29% -$1.07M 0.92% 21
2022
Q3 		$3.42M Buy
89,048
+1,874
+2% +$79.9K 1.34% 14
2022
Q2 		$3.85M Buy
87,174
+5,327
+7% +$236K 1.31% 14
2022
Q1 		$3.96M Buy
81,847
+7,249
+10% +$347K 1.19% 15
2021
Q4 		$3.76M Buy
74,598
+26,949
+57% +$1.31M 1.11% 16
2021
Q3 		$2.35M Buy
47,649
+23,231
+95% +$1.1M 0.7% 32
2021
Q2 		$1.15M Buy
24,418
+12,466
+104% +$567K 0.36% 71
2021
Q1 		$541K Buy
+11,952
New +$498K 0.17% 151

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
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

Insight Advisors's EPS Position: Q2 2025 in Review

Insight Advisors sold out of WisdomTree US LargeCap Fund (EPS) in Q2 2025, closing a stake of 7,157 shares — an estimated $424K sold.

Insight Advisors first reported a position in EPS in Q1 2021 and held it in 17 quarters. The position peaked at $4.1M in Q4 2023. 148 funds tracked by Wall St. Rank hold EPS as of Q2 2025.

  • Insight Advisors reported no remaining WisdomTree US LargeCap Fund position as of Q2 2025 after selling out during the quarter.
  • Insight Advisors sold 7,157 WisdomTree US LargeCap Fund shares in Q2 2025, an estimated $424K.
  • Insight Advisors first reported a position in WisdomTree US LargeCap Fund in Q1 2021 and held it in 17 quarters.
  • Insight Advisors's WisdomTree US LargeCap Fund position peaked at $4.1M in Q4 2023.
  • 148 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2025.

Based on Insight Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.