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Transce3nd’s WisdomTree US LargeCap Fund EPS Stock Holding History

Transce3nd’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
Q3 		– Sell
-268
Closed -$17.2K – 448
2025
Q2 		$17.2K Hold
268
– – 0.01% 476
2025
Q1 		$15.9K Hold
268
– – 0.01% 479
2024
Q4 		$16.4K Buy
+268
New +$16.6K 0.01% 619

Other funds holding EPS

FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM

Transce3nd's EPS Position: Q3 2025 in Review

Transce3nd sold out of WisdomTree US LargeCap Fund (EPS) in Q3 2025, closing a stake of 268 shares — an estimated $17.2K sold.

Transce3nd first reported a position in EPS in Q4 2024 and held it in 3 quarters. The position peaked at $17.2K in Q2 2025. 155 funds tracked by Wall St. Rank hold EPS as of Q3 2025.

  • Transce3nd reported no remaining WisdomTree US LargeCap Fund position as of Q3 2025 after selling out during the quarter.
  • Transce3nd sold 268 WisdomTree US LargeCap Fund shares in Q3 2025, an estimated $17.2K.
  • Transce3nd first reported a position in WisdomTree US LargeCap Fund in Q4 2024 and held it in 3 quarters.
  • Transce3nd's WisdomTree US LargeCap Fund position peaked at $17.2K in Q2 2025.
  • 155 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q3 2025.

Based on Transce3nd's 13F filing for Q3 2025, filed 12 Nov 2025.