Win Advisors, Inc Wisdomtree U.S. Largecap Fund Transaction History

Win Advisors, Inc

$203 Million
Q3 2025

A detailed history of Win Advisors, Inc transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Win Advisors, Inc holds 140,826 shares of EPS stock, worth $9.8 Million. This represents 4.79% of its overall portfolio holdings.

Number of Shares

140,826

Previous 140,061 0.55%

Holding current value

$9.8 Million

Previous $8.97 Million 8.29%

% of portfolio

4.79%

Previous 4.56%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$64.14 - $69.37 $49,067 - $53,068	765 Added 0.55%	140,826 $9.71 Million
Q2 2025 Aug 14, 2025	BUY	$52.66 - $64.01 $7.38 Million - $8.97 Million	140,061 New	140,061 $8.97 Million
Q3 2024 Oct 31, 2024	BUY	$54.33 - $60.04 $1.58 Million - $1.75 Million	29,144 New	29,144 $1.75 Million
Q1 2024 Apr 24, 2024	BUY	$49.46 - $55.4 $1.11 Million - $1.25 Million	22,505 New	22,505 $1.25 Million
Q4 2022 Feb 14, 2023	SELL	$38.5 - $44.12 $10,087 - $11,559	-262 Reduced 18.39%	1,163 $48,000
Q3 2022 Oct 27, 2022	SELL	$38.39 - $46.02 $35,318 - $42,338	-920 Reduced 39.23%	1,425 $55,000
Q2 2022 Jul 18, 2022	SELL	$39.74 - $48.71 $60,563 - $74,234	-1,524 Reduced 39.39%	2,345 $97,000
Q1 2022 May 13, 2022	SELL	$44.93 - $50.92 $15.9 Million - $18 Million	-354,384 Reduced 98.92%	3,869 $187,000
Q4 2021 Feb 14, 2022	BUY	$45.99 - $50.68 $16.5 Million - $18.2 Million	358,253 New	358,253 $18 Million

Others Institutions Holding EPS

# of Institutions

166

Shares Held

14.1M

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 Win Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Win Advisors, Inc with notifications on news.

Account