Kovitz Investment Group Partners
EPS icon

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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