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Old Mission Capital’s WisdomTree US LargeCap Fund EPS Stock Holding History

Old Mission Capital’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
2024
Q4 		– Sell
-4,496
Closed -$270K – 993
2024
Q3 		$270K Buy
+4,496
New +$260K ﹤0.01% 1003

Other funds holding EPS

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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
EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 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
IA
Integrity Alliance Urbandale, Iowa $2.64B AUM 16.75% 1-Year Est. Return

Old Mission Capital's EPS Position: Q4 2024 in Review

Old Mission Capital sold out of WisdomTree US LargeCap Fund (EPS) in Q4 2024, closing a stake of 4,496 shares — an estimated $270K sold.

Old Mission Capital first reported a position in EPS in Q3 2024 and held it in 1 quarter. The position peaked at $270K in Q3 2024. 143 funds tracked by Wall St. Rank hold EPS as of Q4 2024.

  • Old Mission Capital reported no remaining WisdomTree US LargeCap Fund position as of Q4 2024 after selling out during the quarter.
  • Old Mission Capital sold 4,496 WisdomTree US LargeCap Fund shares in Q4 2024, an estimated $270K.
  • Old Mission Capital first reported a position in WisdomTree US LargeCap Fund in Q3 2024 and held it in 1 quarter.
  • Old Mission Capital's WisdomTree US LargeCap Fund position peaked at $270K in Q3 2024.
  • 143 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q4 2024.

Based on Old Mission Capital's 13F filing for Q4 2024, filed 12 Feb 2025.