Concurrent Investment Advisors’s WisdomTree US LargeCap Fund EPS Stock Holding History

Concurrent Investment Advisors’s Portfolio EPS Stock Details EPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$752K	Sell	11,036 -24,425	-69%	-$1.73M	0.01%	1015
2025 Q4	$2.51M	Sell	35,461 -2,842	-7%	-$199K	0.03%	505
2025 Q3	$2.64M	Buy	38,303 +660	+2%	+$43.9K	0.05%	389
2025 Q2	$2.41M	Sell	37,643 -7,131	-16%	-$426K	0.05%	386
2025 Q1	$2.65M	Buy	44,774 +38,190	+580%	+$2.36M	0.06%	312
2024 Q4	$403K	Buy	+6,584	New	+$407K	0.01%	736

Other funds holding EPS

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

GWAG

Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

Concurrent Investment Advisors's EPS Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its WisdomTree US LargeCap Fund (EPS) stake by 69% in Q1 2026, selling an estimated $1.73M and leaving 11,036 shares worth $752K. The position accounts for 0.01% of the portfolio, ranked #1015.

Concurrent Investment Advisors first reported a position in EPS in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.65M in Q1 2025. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

Concurrent Investment Advisors held 11,036 shares of WisdomTree US LargeCap Fund worth $752K as of Q1 2026.
Concurrent Investment Advisors sold 24,425 WisdomTree US LargeCap Fund shares in Q1 2026, an estimated $1.73M.
WisdomTree US LargeCap Fund made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1015 holding.
Concurrent Investment Advisors first reported a position in WisdomTree US LargeCap Fund in Q4 2024 and has held it in 6 quarters since.
Concurrent Investment Advisors's WisdomTree US LargeCap Fund position peaked at $2.65M in Q1 2025.
172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.