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Investment Partners Asset Management’s WisdomTree US LargeCap Fund EPS Stock Holding History

Investment Partners Asset 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
2026
Q3 		$473K Sell
5,915
-802
-12% -$64K 0.25% 100
2026
Q2 		$523K Buy
6,717
+345
+5% +$26.1K 0.29% 94
2026
Q1 		$434K Buy
+6,372
New +$451K 0.27% 102

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WIM
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Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
EGA
E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return
IA
IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Investment Partners Asset Management's EPS Position: Q3 2026 in Review

Investment Partners Asset Management reduced its WisdomTree US LargeCap Fund (EPS) stake by 12% in Q3 2026, selling an estimated $64K and leaving 5,915 shares worth $473K. The position accounts for 0.25% of the portfolio, ranked #100.

Investment Partners Asset Management first reported a position in EPS in Q1 2026 and has held it in 3 quarters since. The position peaked at $523K in Q2 2026. 23 funds tracked by Wall St. Rank hold EPS as of Q3 2026.

  • Investment Partners Asset Management held 5,915 shares of WisdomTree US LargeCap Fund worth $473K as of Q3 2026.
  • Investment Partners Asset Management sold 802 WisdomTree US LargeCap Fund shares in Q3 2026, an estimated $64K.
  • WisdomTree US LargeCap Fund made up 0.25% of Investment Partners Asset Management's portfolio in Q3 2026, its #100 holding.
  • Investment Partners Asset Management first reported a position in WisdomTree US LargeCap Fund in Q1 2026 and has held it in 3 quarters since.
  • Investment Partners Asset Management's WisdomTree US LargeCap Fund position peaked at $523K in Q2 2026.
  • 23 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q3 2026.

Based on Investment Partners Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.