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Jackson Creek Investment Advisors’s WisdomTree US LargeCap Fund EPS Stock Holding History

Jackson Creek Investment 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
Q3 		– Sell
-8,954
Closed -$573K – 299
2025
Q2 		$573K Buy
8,954
+24
+0.3% +$1.43K 0.15% 216
2025
Q1 		$529K Buy
8,930
+105
+1% +$6.5K 0.17% 227
2024
Q4 		$540K Buy
8,825
+1,552
+21% +$95.9K 0.16% 221
2024
Q3 		$437K Buy
+7,273
New +$421K 0.13% 238

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
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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Cetera Investment Advisers
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
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM

Jackson Creek Investment Advisors's EPS Position: Q3 2025 in Review

Jackson Creek Investment Advisors sold out of WisdomTree US LargeCap Fund (EPS) in Q3 2025, closing a stake of 8,954 shares — an estimated $573K sold.

Jackson Creek Investment Advisors first reported a position in EPS in Q3 2024 and held it in 4 quarters. The position peaked at $573K in Q2 2025. 155 funds tracked by Wall St. Rank hold EPS as of Q3 2025.

  • Jackson Creek Investment Advisors reported no remaining WisdomTree US LargeCap Fund position as of Q3 2025 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 8,954 WisdomTree US LargeCap Fund shares in Q3 2025, an estimated $573K.
  • Jackson Creek Investment Advisors first reported a position in WisdomTree US LargeCap Fund in Q3 2024 and held it in 4 quarters.
  • Jackson Creek Investment Advisors's WisdomTree US LargeCap Fund position peaked at $573K in Q2 2025.
  • 155 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q3 2025.

Based on Jackson Creek Investment Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.