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Thurston Springer Miller Herd & Titak’s WisdomTree US LargeCap Fund EPS Stock Holding History

Thurston Springer Miller Herd & Titak’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
-480
Closed -$30.7K – 789
2025
Q2 		$30.7K Buy
480
+2
+0.4% +$119 ﹤0.01% 811
2025
Q1 		$28.4K Buy
+478
New +$29.6K ﹤0.01% 775

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

Thurston Springer Miller Herd & Titak's EPS Position: Q3 2025 in Review

Thurston Springer Miller Herd & Titak sold out of WisdomTree US LargeCap Fund (EPS) in Q3 2025, closing a stake of 480 shares — an estimated $30.7K sold.

Thurston Springer Miller Herd & Titak first reported a position in EPS in Q1 2025 and held it in 2 quarters. The position peaked at $30.7K in Q2 2025. 155 funds tracked by Wall St. Rank hold EPS as of Q3 2025.

  • Thurston Springer Miller Herd & Titak reported no remaining WisdomTree US LargeCap Fund position as of Q3 2025 after selling out during the quarter.
  • Thurston Springer Miller Herd & Titak sold 480 WisdomTree US LargeCap Fund shares in Q3 2025, an estimated $30.7K.
  • Thurston Springer Miller Herd & Titak first reported a position in WisdomTree US LargeCap Fund in Q1 2025 and held it in 2 quarters.
  • Thurston Springer Miller Herd & Titak's WisdomTree US LargeCap Fund position peaked at $30.7K in Q2 2025.
  • 155 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q3 2025.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q3 2025, filed 7 Oct 2025.