Back to Steward Partners Investment Advisory, LLC Steward Partners Investment Advisory, LLC

EPSEPS
Showing 8 of 28 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in WISDOMTREE TR

Steward Partners Investment Advisory, LLC holds 12,052 shares of EPS (WISDOMTREE TR), worth $937,525 as of 2026-Q2. The position was decreased (-0.6% shares). EPS represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$937,525

Current Shares

12,052

Total Value Change

+$161,148

Total Shares Change

-879

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
12,052
-0.6%
$937,5250.0%$77.79
0
2026-Q1
Decreased
12,129
-1.8%
$826,1060.0%$70.75
0
2025-Q4
Decreased
12,352
-1.8%
$875,2630.0%$71.37
0
2025-Q3
Increased
12,583
+0.6%
$867,4720.0%$68.51
25
2025-Q2
Decreased
12,514
-2.2%
$801,0210.0%$63.34
0
2025-Q1
Decreased
12,795
-1.1%
$758,4880.0%$58.26
0
2024-Q4
Unchanged
12,931
0.0%
$791,1190.0%$60.54
0
2024-Q3
Decreased
12,931
-2.3%
$776,3770.0%$58.67
0

Other major holders of EPS: LPL Financial LLC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used