Wipfli Financial Advisors’s WisdomTree US LargeCap Fund EPS Stock Holding History

Wipfli Financial 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
2022 Q3	$123K	Buy	+3,191	New	+$136K	0.01%	635

Other funds holding EPS

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

DLIC

Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return

GWAG

Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Wipfli Financial Advisors's EPS Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in WisdomTree US LargeCap Fund (EPS) in Q3 2022: 3,191 shares worth $123K. The stake represents 0.01% of the portfolio and ranks #635 among its holdings.

100 funds tracked by Wall St. Rank hold EPS as of Q3 2022.

Wipfli Financial Advisors held 3,191 shares of WisdomTree US LargeCap Fund worth $123K as of Q3 2022.
WisdomTree US LargeCap Fund was a new Wipfli Financial Advisors position in Q3 2022.
WisdomTree US LargeCap Fund made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #635 holding.
100 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.