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NorthRock Partners’s WisdomTree US LargeCap Fund EPS Stock Holding History

NorthRock 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
Q2 		– Sell
-2,584
Closed -$153K – 746
2025
Q1 		$153K Buy
2,584
+53
+2% +$3.28K 0.01% 591
2024
Q4 		$155K Hold
2,531
– – 0.01% 585
2024
Q3 		$152K Buy
+2,531
New +$146K 0.01% 624

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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 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
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FGC
Financial Gravity Companies Lakeway, Texas $509M AUM
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

NorthRock Partners's EPS Position: Q2 2025 in Review

NorthRock Partners sold out of WisdomTree US LargeCap Fund (EPS) in Q2 2025, closing a stake of 2,584 shares — an estimated $153K sold.

NorthRock Partners first reported a position in EPS in Q3 2024 and held it in 3 quarters. The position peaked at $155K in Q4 2024. 148 funds tracked by Wall St. Rank hold EPS as of Q2 2025.

  • NorthRock Partners reported no remaining WisdomTree US LargeCap Fund position as of Q2 2025 after selling out during the quarter.
  • NorthRock Partners sold 2,584 WisdomTree US LargeCap Fund shares in Q2 2025, an estimated $153K.
  • NorthRock Partners first reported a position in WisdomTree US LargeCap Fund in Q3 2024 and held it in 3 quarters.
  • NorthRock Partners's WisdomTree US LargeCap Fund position peaked at $155K in Q4 2024.
  • 148 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2025.

Based on NorthRock Partners's 13F filing for Q2 2025, filed 25 Jul 2025.