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

ORG 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
-10,022
Closed -$691K – 1730
2025
Q3 		$691K Sell
10,022
-681
-6% -$45.3K 0.13% 154
2025
Q2 		$686K Sell
10,703
-359
-3% -$21.4K 0.15% 132
2025
Q1 		$657K Buy
11,062
+7,406
+203% +$458K 0.16% 119
2024
Q4 		$224K Buy
+3,656
New +$226K 0.03% 302

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
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM

ORG Partners's EPS Position: Q4 2025 in Review

ORG Partners sold out of WisdomTree US LargeCap Fund (EPS) in Q4 2025, closing a stake of 10,022 shares — an estimated $691K sold.

ORG Partners first reported a position in EPS in Q4 2024 and held it in 4 quarters. The position peaked at $691K in Q3 2025. 161 funds tracked by Wall St. Rank hold EPS as of Q4 2025.

  • ORG Partners reported no remaining WisdomTree US LargeCap Fund position as of Q4 2025 after selling out during the quarter.
  • ORG Partners sold 10,022 WisdomTree US LargeCap Fund shares in Q4 2025, an estimated $691K.
  • ORG Partners first reported a position in WisdomTree US LargeCap Fund in Q4 2024 and held it in 4 quarters.
  • ORG Partners's WisdomTree US LargeCap Fund position peaked at $691K in Q3 2025.
  • 161 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.