Prosperity Capital Advisors
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Prosperity Capital Advisors’s WisdomTree US LargeCap Fund EPS Stock Holding History

Prosperity Capital Advisors’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 		– Sell
-28,020
Closed -$1.79M – 418
2025
Q2 		$1.79M Sell
28,020
-619
-2% -$36.9K 0.12% 128
2025
Q1 		$1.7M Buy
+28,639
New +$1.77M 0.13% 114

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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Garrett Wealth Advisory Group
Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $253M AUM 9.36% 1-Year Est. Return
IEQ Capital
IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return
Financial Gravity Asset Management
Financial Gravity Asset Management Lakeway, Texas $562M AUM

Prosperity Capital Advisors's EPS Position: Q3 2025 in Review

Prosperity Capital Advisors sold out of WisdomTree US LargeCap Fund (EPS) in Q3 2025, closing a stake of 28,020 shares — an estimated $1.79M sold.

Prosperity Capital Advisors first reported a position in EPS in Q1 2025 and held it in 2 quarters. The position peaked at $1.79M in Q2 2025. 155 funds tracked by Wall St. Rank hold EPS as of Q3 2025.

  • Prosperity Capital Advisors reported no remaining WisdomTree US LargeCap Fund position as of Q3 2025 after selling out during the quarter.
  • Prosperity Capital Advisors sold 28,020 WisdomTree US LargeCap Fund shares in Q3 2025, an estimated $1.79M.
  • Prosperity Capital Advisors first reported a position in WisdomTree US LargeCap Fund in Q1 2025 and held it in 2 quarters.
  • Prosperity Capital Advisors's WisdomTree US LargeCap Fund position peaked at $1.79M in Q2 2025.
  • 155 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q3 2025.

Based on Prosperity Capital Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.