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

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

GWAG

Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

TFG

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

IEQ Capital Foster City, California $21.7B AUM 77.3% 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.