Vista Investment Management Wisdomtree U.S. Largecap Fund Transaction History

Vista Investment Management

$254 Million
Q2 2025

A detailed history of Vista Investment Management transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Vista Investment Management holds 82,899 shares of EPS stock, worth $5.59 Million. This represents 2.09% of its overall portfolio holdings.

Number of Shares

82,899

Previous 82,159 0.9%

Holding current value

$5.59 Million

Previous $4.87 Million 8.95%

% of portfolio

2.09%

Previous 2.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$52.66 - $64.01 $38,968 - $47,367	740 Added 0.9%	82,899 $5.31 Million
Q1 2025 May 15, 2025	BUY	$58.38 - $64.16 $33,626 - $36,956	576 Added 0.71%	82,159 $4.87 Million
Q4 2024 Feb 14, 2025	BUY	$59.58 - $63.93 $6,672 - $7,160	112 Added 0.14%	81,583 $4.99 Million
Q3 2024 Nov 13, 2024	BUY	$54.33 - $60.04 $40,910 - $45,210	753 Added 0.93%	81,471 $4.89 Million
Q2 2024 Aug 14, 2024	BUY	$52.92 - $56.98 $104,993 - $113,048	1,984 Added 2.52%	80,718 $4.59 Million
Q1 2024 May 15, 2024	SELL	$49.46 - $55.4 $18,399 - $20,608	-372 Reduced 0.47%	78,734 $4.36 Million
Q4 2023 Feb 14, 2024	BUY	$43.69 - $50.33 $86,200 - $99,301	1,973 Added 2.56%	79,106 $3.96 Million
Q3 2023 Nov 13, 2023	BUY	$45.54 - $48.62 $2,185 - $2,333	48 Added 0.06%	77,133 $3.53 Million
Q2 2023 Aug 14, 2023	BUY	$43.03 - $46.8 $16,738 - $18,205	389 Added 0.51%	77,085 $3.6 Million
Q1 2023 May 15, 2023	BUY	$41.41 - $45.19 $33,045 - $36,061	798 Added 1.05%	76,696 $3.35 Million
Q4 2022 Feb 13, 2023	BUY	$38.5 - $44.12 $97,982 - $112,285	2,545 Added 3.47%	75,898 $3.16 Million
Q3 2022 Nov 14, 2022	BUY	$38.39 - $46.02 $148,530 - $178,051	3,869 Added 5.57%	73,353 $2.82 Million
Q2 2022 Aug 12, 2022	BUY	$39.74 - $48.71 $291,214 - $356,946	7,328 Added 11.79%	69,484 $2.84 Million
Q1 2022 May 13, 2022	BUY	$44.93 - $50.92 $2.79 Million - $3.16 Million	62,156 New	62,156 $3.01 Million

Others Institutions Holding EPS

# of Institutions

159

Shares Held

13.8M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE U.S. LARGECAP FUND

Ticker EPS
Sector ETFs
Industry ETFs

More about EPS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Vista Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Vista Investment Management with notifications on news.

Account

Vista Investment Management Wisdomtree U.S. Largecap Fund Transaction History