Wealth Plan Investment Management, LLC Wisdomtree U.S. Largecap Fund Transaction History

Wealth Plan Investment Management, LLC

  • $1.38 Billion
  • Q3 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 149,980 shares of EPS stock, worth $10.4 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
149,980
Previous 28,537 425.56%
Holding current value
$10.4 Million
Previous $1.83 Million 466.21%
% of portfolio
0.75%
Previous 0.14%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$64.14 - $69.37 $7.79 Million - $8.42 Million
121,443 Added 425.56%
149,980 $10.3 Million
Q2 2025

Jul 28, 2025
BUY
$52.66 - $64.01 $1.5 Million - $1.83 Million
28,537 New
28,537 $1.83 Million

Others Institutions Holding EPS

# of Institutions
167
Shares Held
14.1M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE U.S. LARGECAP FUND

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