Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s WisdomTree US LargeCap Fund EPS Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-139,506
Closed -$9.62M – 714
2025
Q3 		$9.62M Buy
139,506
+31
+0% +$2.06K 0.04% 336
2025
Q2 		$8.92M Buy
139,475
+31
+0% +$1.85K 0.04% 333
2025
Q1 		$8.27M Sell
139,444
-631
-0.5% -$39K 0.04% 306
2024
Q4 		$8.57M Sell
140,075
-150
-0.1% -$9.27K 0.04% 297
2024
Q3 		$8.42M Buy
+140,225
New +$8.11M 0.06% 260

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GWAG
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Lido Advisors
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PAG
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Cetera Investment Advisers
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
Carson Wealth (CWM LLC)
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FGAM
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Kovitz Investment Group Partners's EPS Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of WisdomTree US LargeCap Fund (EPS) in Q4 2025, closing a stake of 139,506 shares — an estimated $9.62M sold.

Kovitz Investment Group Partners first reported a position in EPS in Q3 2024 and held it in 5 quarters. The position peaked at $9.62M in Q3 2025. 161 funds tracked by Wall St. Rank hold EPS as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining WisdomTree US LargeCap Fund position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 139,506 WisdomTree US LargeCap Fund shares in Q4 2025, an estimated $9.62M.
  • Kovitz Investment Group Partners first reported a position in WisdomTree US LargeCap Fund in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's WisdomTree US LargeCap Fund position peaked at $9.62M in Q3 2025.
  • 161 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.