Englewood, CO, August 27, 2026 – Wakefield Asset Management, LLLP, is pleased to announce that the Wakefield Large Cap Equity strategy was named to the Top Guns list in 2 categories by YCharts’ PSN manager database for performance returns for the quarter ended June 30, 2026. The list published by YCharts remains one of the most important references for investors and asset managers. The Large Cap Equity strategy is managed by G. Todd Gervasini, the Managing Partner, and Chief Investment Officer for Wakefield Asset Management, LLLP.

The awards for the Large Cap Equity strategy include:

• Top ten performer within the Large Core Equity Universe based on return for the one-year period (1 Year)
• Top ten performer within the Large Core Equity Universe based on return for the three-year period (3 Year)

Wakefield Asset Management, LLLP is a bottom-up research driven firm offering a unique investment strategy that stands apart from the mainstream investment community. Focusing on proprietary investment techniques, Wakefield captures inefficiencies over time using a highly disciplined and technologically advanced process for research, security selection, implementation, and monitoring. Headquartered near Denver, Colorado, Wakefield is a 100% employee-owned SEC registered investment advisor managing separately managed accounts, primarily for high-net worth individuals, family offices, and institutions. To learn more about Wakefield, please click here to visit our website.

Past performance is not indicative of future results. Investing involves multiple risks, including but not limited to the risk of the permanent loss of capital. Adviser makes no guarantees or promissory representations as to the performance of any investment. Composite returns are used in the PSN investment manager questionnaire. Actual results may differ from the composite results depending on the size of the account, investment objectives, restrictions, transaction and related costs, the inception and date of the account and other factors. Wakefield does not provide compensation in connection with obtaining or using the third-party rankings.

About PSN Top Guns List:

For more than four decades, PSN has been a top resource for investment professionals. Over 2,800 firms, 285 universes, and more than 21,000 products comprise the PSN SMA database showing asset breakdowns, compliance, key personnel, ownership diversity, ESG, business objectives and strategy, style, fees, GIC sectors, fixed income ranges and full holdings. Unique to PSN is its robust historical database of over 40 Years of Data Including Net and Gross-of-Fee Returns.

About YCHARTS:

YCharts is a top-ranked investment research and client engagement platform that enables financial advisors and asset managers to make smarter investment decisions and better communicate with clients. Trusted by over 15,000 financial professionals and recognized as the Investment Research market leader by Kitces research, YCharts delivers intuitive tools for security research, portfolio construction, AI-enabled proposals, client communication, and market monitoring. In the 2026 T3 / Inside Information Technology Survey, YCharts was named a “Software All-Star” across five categories. YCharts also earned a 2025 Wealthies Award for its AI Chat feature and has been recognized ten consecutive times on the Inc. 5000 list of America’s fastest-growing private companies. Learn more at www.ycharts.com.

The Large Core Equity universe is comprised of 149 managers with 260 strategies.

Through a combination of PSN’s proprietary performance screens, PSN Top Guns ranks products in six proprietary categories in over 75 universes based on continued performance over time.

1-Quarter Category: had one of the top ten returns for the quarter in their respective universe.

1-Year Category: had one of the top ten returns for the one-year period in their respective universes.

3-Star Category: had one of the top ten returns for the three-year period in their respective universes.

4-Star Category: had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, the strategy’s returns exceeded the style benchmark for the three latest three-year rolling periods. The top ten returns for the latest three-year period then become the 4 Star Top Guns.

5-Star Category: had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, the strategy’s returns exceeded the style benchmark for the three latest three-year rolling periods. Products are then selected which have a standard deviation for the five-year period equal or less than the median standard deviation for the peer group. The top ten returns for the latest three-year period then become the 5 Star Top Guns.

6-Star Category: had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, the strategy’s returns exceeded the style benchmark for the three latest three-year rolling periods. Products are then selected which have a standard deviation for the five-year period equal or less than the median standard deviation for the peer group. The top ten information ratios for the latest five-year period then become the 6 Star Top Guns.

Bull & Bear Masters: had an r-squared of 0.80 or greater relative to the style benchmark for a three-year period. Moreover, the strategy had an upside market capture over 100 and a downside market capture less than 100 relative to the style benchmark. The top ten ratios of Upside Capture Ratio over Downside Capture Ratio become the PSN Bull & Bear Masters.

Wakefield Wealth Management, LLLP is a boutique wealth management firm that offers guidance in a broad range of areas impacting our client’s financial well-being. Our goal is to create peace of mind through highly personalized, comprehensive customized financial solutions. Headquartered near Denver, Colorado, Wakefield is a 100% employee-owned registered investment advisor managing separately managed accounts, primarily for high-net worth individuals, family offices, and institutions. Past performance, ratings and awards are not indicative of future investment results.