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Moloney Securities Asset Management’s WisdomTree US LargeCap Fund EPS Stock Holding History

Moloney Securities 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
2025
Q3 		$5.47M Buy
79,371
+5,353
+7% +$356K 0.65% 38
2025
Q2 		$4.74M Buy
74,018
+5,110
+7% +$305K 0.59% 31
2025
Q1 		$4.08M Buy
68,908
+1,867
+3% +$116K 0.55% 34
2024
Q4 		$4.1M Buy
67,041
+3,257
+5% +$201K 0.55% 46
2024
Q3 		$3.83M Sell
63,784
-3,031
-5% -$175K 0.51% 49
2024
Q2 		$3.8M Buy
66,815
+852
+1% +$47K 0.55% 40
2024
Q1 		$3.65M Buy
65,963
+12,307
+23% +$645K 0.55% 44
2023
Q4 		$2.69M Buy
53,656
+12,539
+30% +$592K 0.43% 61
2023
Q3 		$1.88M Buy
41,117
+7,580
+23% +$358K 0.34% 72
2023
Q2 		$1.57M Sell
33,537
-6,479
-16% -$289K 0.28% 88
2023
Q1 		$1.75M Sell
40,016
-3,364
-8% -$145K 0.33% 78
2022
Q4 		$1.8M Sell
43,380
-7,290
-14% -$303K 0.4% 72
2022
Q3 		$1.95M Sell
50,670
-1,459
-3% -$62.2K 0.47% 58
2022
Q2 		$2.13M Sell
52,129
-2,314
-4% -$102K 0.5% 57
2022
Q1 		$2.63M Buy
54,443
+4,816
+10% +$231K 0.51% 51
2021
Q4 		$2.5M Buy
49,627
+5,554
+13% +$271K 0.42% 55
2021
Q3 		$2.03M Buy
44,073
+21,032
+91% +$997K 0.37% 81
2021
Q2 		$1.06M Buy
+23,041
New +$1.05M 0.19% 136

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

Moloney Securities Asset Management's EPS Position: Q3 2025 in Review

Moloney Securities Asset Management increased its WisdomTree US LargeCap Fund (EPS) stake by 7.2% in Q3 2025, buying an estimated $356K and bringing the position to 79,371 shares worth $5.47M. The position accounts for 0.65% of the portfolio, ranked #38.

Moloney Securities Asset Management first reported a position in EPS in Q2 2021 and has held it in 18 quarters since. 155 funds tracked by Wall St. Rank hold EPS as of Q3 2025.

  • Moloney Securities Asset Management held 79,371 shares of WisdomTree US LargeCap Fund worth $5.47M as of Q3 2025.
  • Moloney Securities Asset Management bought 5,353 WisdomTree US LargeCap Fund shares in Q3 2025, an estimated $356K.
  • WisdomTree US LargeCap Fund made up 0.65% of Moloney Securities Asset Management's portfolio in Q3 2025, its #38 holding.
  • Moloney Securities Asset Management first reported a position in WisdomTree US LargeCap Fund in Q2 2021 and has held it in 18 quarters since.
  • 155 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.