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Wipfli Financial Advisors’s ePlus PLUS Stock Holding History

Wipfli Financial Advisors’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$28K Buy
+677
New +$33.1K ﹤0.01% 1415

Other funds holding PLUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in ePlus (PLUS) in Q3 2022: 677 shares worth $28K. The stake represents ﹤0.01% of the portfolio and ranks #1415 among its holdings.

175 funds tracked by Wall St. Rank hold PLUS as of Q3 2022.

  • Wipfli Financial Advisors held 677 shares of ePlus worth $28K as of Q3 2022.
  • ePlus was a new Wipfli Financial Advisors position in Q3 2022.
  • ePlus made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1415 holding.
  • 175 funds tracked by Wall St. Rank held ePlus as of Q3 2022.

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