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 Q1	$434K	Buy	+6,372	New	+$451K	0.27%	102

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

TFG

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

Investment Partners Asset Management's EPS Position: Q1 2026 in Review

Investment Partners Asset Management opened a new position in WisdomTree US LargeCap Fund (EPS) in Q1 2026: 6,372 shares worth $434K. The stake represents 0.27% of the portfolio and ranks #102 among its holdings.

172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

Investment Partners Asset Management held 6,372 shares of WisdomTree US LargeCap Fund worth $434K as of Q1 2026.
WisdomTree US LargeCap Fund was a new Investment Partners Asset Management position in Q1 2026.
WisdomTree US LargeCap Fund made up 0.27% of Investment Partners Asset Management's portfolio in Q1 2026, its #102 holding.
172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Investment Partners Asset Management's 13F filing for Q1 2026, filed 7 Apr 2026.