PAS
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Park Avenue Securities’s WisdomTree US LargeCap Fund EPS Stock Holding History

Park Avenue Securities’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
Q2 		$335K Buy
4,306
+337
+8% +$25.5K ﹤0.01% 1469
2026
Q1 		$270K Sell
3,969
-26
-0.7% -$1.84K ﹤0.01% 1359
2025
Q4 		$283K Buy
3,995
+80
+2% +$5.59K ﹤0.01% 1337
2025
Q3 		$270K Buy
3,915
+193
+5% +$12.8K ﹤0.01% 1453
2025
Q2 		$238K Buy
+3,722
New +$222K ﹤0.01% 1369
2025
Q1 		– Sell
-6,036
Closed -$369K – 1277
2024
Q4 		$369K Buy
6,036
+1,926
+47% +$119K ﹤0.01% 1197
2024
Q3 		$247K Buy
+4,110
New +$238K ﹤0.01% 1267
2024
Q1 		– Sell
-4,105
Closed -$206K – 1377
2023
Q4 		$206K Sell
4,105
-1,159
-22% -$54.7K ﹤0.01% 1289
2023
Q3 		$241K Buy
+5,264
New +$249K ﹤0.01% 1147
2023
Q1 		– Sell
-6,883
Closed -$286K – 839
2022
Q4 		$286K Buy
6,883
+149
+2% +$6.2K 0.01% 999
2022
Q3 		$259K Buy
6,734
+647
+11% +$27.6K 0.01% 968
2022
Q2 		$248K Buy
6,087
+1,790
+42% +$79.2K ﹤0.01% 990
2022
Q1 		$208K Buy
4,297
+316
+8% +$15.1K ﹤0.01% 1081
2021
Q4 		$200K Buy
+3,981
New +$194K ﹤0.01% 1067

Other funds holding EPS

FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Park Avenue Securities's EPS Position: Q2 2026 in Review

Park Avenue Securities increased its WisdomTree US LargeCap Fund (EPS) stake by 8.5% in Q2 2026, buying an estimated $25.5K and bringing the position to 4,306 shares worth $335K. The position accounts for ﹤0.01% of the portfolio, ranked #1469.

Park Avenue Securities first reported a position in EPS in Q4 2021 and has held it in 14 quarters since. The position peaked at $369K in Q4 2024. 174 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • Park Avenue Securities held 4,306 shares of WisdomTree US LargeCap Fund worth $335K as of Q2 2026.
  • Park Avenue Securities bought 337 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $25.5K.
  • WisdomTree US LargeCap Fund made up ﹤0.01% of Park Avenue Securities's portfolio in Q2 2026, its #1469 holding.
  • Park Avenue Securities first reported a position in WisdomTree US LargeCap Fund in Q4 2021 and has held it in 14 quarters since.
  • Park Avenue Securities's WisdomTree US LargeCap Fund position peaked at $369K in Q4 2024.
  • 174 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.