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

Perennial 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
2025 Q2	–	Sell	-14,066	Closed	-$834K	–	484
2025 Q1	$834K	Buy	14,066 +1,568	+13%	+$97K	0.09%	183
2024 Q4	$765K	Buy	+12,498	New	+$772K	0.09%	179

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 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

TFG

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

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

FGC

Financial Gravity Companies Lakeway, Texas $509M AUM

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Perennial Investment Advisors's EPS Position: Q2 2025 in Review

Perennial Investment Advisors sold out of WisdomTree US LargeCap Fund (EPS) in Q2 2025, closing a stake of 14,066 shares — an estimated $834K sold.

Perennial Investment Advisors first reported a position in EPS in Q4 2024 and held it in 2 quarters. The position peaked at $834K in Q1 2025. 148 funds tracked by Wall St. Rank hold EPS as of Q2 2025.

Perennial Investment Advisors reported no remaining WisdomTree US LargeCap Fund position as of Q2 2025 after selling out during the quarter.
Perennial Investment Advisors sold 14,066 WisdomTree US LargeCap Fund shares in Q2 2025, an estimated $834K.
Perennial Investment Advisors first reported a position in WisdomTree US LargeCap Fund in Q4 2024 and held it in 2 quarters.
Perennial Investment Advisors's WisdomTree US LargeCap Fund position peaked at $834K in Q1 2025.
148 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2025.

Based on Perennial Investment Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.