EPS — WISDOMTREE TR U S LARGECAP FD

Ownership history in WIN ADVISORS, INC  ·  10 quarters on record

This page tracks every 13F SEC filing in which WIN ADVISORS, INC reported a position in WISDOMTREE TR U S LARGECAP FD (EPS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.73% (2025 Q3)
Avg. % of fund
1.91%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 143,424 +2,598 +1.8% 4.31% $10.2M $70.86
2025 Q3 ADDED 140,826 +765 +0.5% 4.73% $9.7M $68.71
2025 Q2 ADDED 140,061 +110,917 +380.6% 4.32% $9.0M $63.58
2024 Q3 ADDED 29,144 +6,639 +29.5% 0.82% $1.7M $59.00
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    EPS price (monthly, adj. close)

Other funds also holding EPS

As of 2025 Q4 — sorted by position size

Team Financial Group, LLC 14.39% Garrett Wealth Advisory Group, LLC 3Y 7Y 11.02% TopTier Wealth Management, LLC 3.86% Systelligence, LLC 3Y 2.9% WealthPoint Financial, LLC 2.14% VISTA INVESTMENT MANAGEMENT 3Y 7Y 2.03% WealthPlan Investment Management, LLC 3Y 1.05% Maia Wealth LLC 0.86% Marietta Wealth Management, LLC 3Y 7Y 0.81% Per Stirling Capital Management, LLC. 3Y 0.57%
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