Bank of America
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Bank of America’s WisdomTree US LargeCap Fund EPS Stock Holding History

Bank of America’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 		$13M Sell
191,360
-17,613
-8% -$1.25M ﹤0.01% 2753
2025
Q4 		$14.8M Sell
208,973
-8,231
-4% -$576K ﹤0.01% 2538
2025
Q3 		$15M Buy
217,204
+3,434
+2% +$228K ﹤0.01% 2886
2025
Q2 		$13.7M Sell
213,770
-61,053
-22% -$3.64M ﹤0.01% 2935
2025
Q1 		$16.3M Buy
274,823
+77,947
+40% +$4.82M ﹤0.01% 2670
2024
Q4 		$12M Sell
196,876
-4,676
-2% -$289K ﹤0.01% 2762
2024
Q3 		$12.1M Buy
201,552
+3,435
+2% +$199K ﹤0.01% 2893
2024
Q2 		$11.3M Sell
198,117
-3,035
-2% -$168K ﹤0.01% 2833
2024
Q1 		$11.1M Sell
201,152
-5,101
-2% -$268K ﹤0.01% 2888
2023
Q4 		$10.3M Buy
206,253
+8,205
+4% +$387K ﹤0.01% 2861
2023
Q3 		$9.06M Buy
198,048
+876
+0.4% +$41.4K ﹤0.01% 2815
2023
Q2 		$9.21M Sell
197,172
-5,810
-3% -$259K ﹤0.01% 2789
2023
Q1 		$8.87M Buy
202,982
+3,243
+2% +$140K ﹤0.01% 2946
2022
Q4 		$8.31M Sell
199,739
-15,517
-7% -$646K ﹤0.01% 2869
2022
Q3 		$8.26M Buy
215,256
+23,005
+12% +$981K ﹤0.01% 2816
2022
Q2 		$7.84M Buy
192,251
+25,009
+15% +$1.11M ﹤0.01% 2934
2022
Q1 		$8.09M Buy
167,242
+7,212
+5% +$345K ﹤0.01% 3073
2021
Q4 		$8.06M Buy
160,030
+85
+0.1% +$4.14K ﹤0.01% 3163
2021
Q3 		$7.36M Buy
159,945
+4,544
+3% +$215K ﹤0.01% 3175
2021
Q2 		$7.18M Sell
155,401
-10,758
-6% -$489K ﹤0.01% 3168
2021
Q1 		$7.2M Sell
166,159
-2,039
-1% -$85K ﹤0.01% 3028
2020
Q4 		$6.75M Sell
168,198
-14,878
-8% -$564K ﹤0.01% 2861
2020
Q3 		$6.48M Sell
183,076
-5,081
-3% -$179K ﹤0.01% 2669
2020
Q2 		$6.24M Buy
188,157
+69,510
+59% +$2.2M ﹤0.01% 2654
2020
Q1 		$3.33M Sell
118,647
-31,096
-21% -$1.06M ﹤0.01% 3060
2019
Q4 		$5.49M Buy
149,743
+74,162
+98% +$2.6M ﹤0.01% 3148
2019
Q3 		$2.54M Buy
75,581
+10,849
+17% +$360K ﹤0.01% 3843
2019
Q2 		$2.13M Buy
64,732
+5,170
+9% +$167K ﹤0.01% 3994
2019
Q1 		$1.89M Sell
59,562
-943,425
-94% -$29M ﹤0.01% 4030
2018
Q4 		$28.3M Buy
1,002,987
+931,348
+1,300% +$28.4M 0.01% 1415
2018
Q3 		$2.34M Sell
71,639
-9,530
-12% -$306K ﹤0.01% 3859
2018
Q2 		$2.49M Sell
81,169
-11,550
-12% -$356K ﹤0.01% 3807
2018
Q1 		$2.82M Buy
92,719
+1,114
+1% +$35.1K ﹤0.01% 3607
2017
Q4 		$2.85M Sell
91,605
-2,718
-3% -$82K ﹤0.01% 3645
2017
Q3 		$2.74M Sell
94,323
-2,370
-2% -$67.4K ﹤0.01% 3723
2017
Q2 		$2.69M Buy
96,693
+43,974
+83% +$1.21M ﹤0.01% 3629
2017
Q1 		$1.43M Buy
52,719
+7,770
+17% +$208K ﹤0.01% 4160
2016
Q4 		$1.16M Sell
44,949
-3,270
-7% -$81.5K ﹤0.01% 4223
2016
Q3 		$1.17M Buy
48,219
+303
+0.6% +$7.32K ﹤0.01% 4051
2016
Q2 		$1.11M Buy
47,916
+5,721
+14% +$133K ﹤0.01% 4095
2016
Q1 		$980K Sell
42,195
-122,904
-74% -$2.71M ﹤0.01% 4126
2015
Q4 		$3.82M Sell
165,099
-30
-0% -$701 ﹤0.01% 3215
2015
Q3 		$3.6M Sell
165,129
-6,153
-4% -$143K ﹤0.01% 3203
2015
Q2 		$4.07M Buy
171,282
+45,030
+36% +$1.09M ﹤0.01% 2767
2015
Q1 		$3.01M Sell
126,252
-4,098
-3% -$97.9K ﹤0.01% 2879
2014
Q4 		$3.13M Buy
130,350
+68,151
+110% +$1.59M ﹤0.01% 2957
2014
Q3 		$1.43M Buy
62,199
+49,287
+382% +$1.13M ﹤0.01% 3679
2014
Q2 		$294K Buy
12,912
+156
+1% +$3.46K ﹤0.01% 5160
2014
Q1 		$279K Buy
12,756
+972
+8% +$20.7K ﹤0.01% 5134
2013
Q4 		$253K Buy
11,784
+4,662
+65% +$95.9K ﹤0.01% 5378
2013
Q3 		$140K Buy
7,122
+1,074
+18% +$20.9K ﹤0.01% 5740
2013
Q2 		$113K Buy
+6,048
New +$113K ﹤0.01% 6091

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 $21.8B AUM 28.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

Bank of America's EPS Position: Q1 2026 in Review

Bank of America reduced its WisdomTree US LargeCap Fund (EPS) stake by 8.4% in Q1 2026, selling an estimated $1.25M and leaving 191,360 shares worth $13M. The position accounts for ﹤0.01% of the portfolio, ranked #2753.

Bank of America first reported a position in EPS in Q2 2013 and has held it in 52 quarters since. The position peaked at $28.3M in Q4 2018. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

  • Bank of America held 191,360 shares of WisdomTree US LargeCap Fund worth $13M as of Q1 2026.
  • Bank of America sold 17,613 WisdomTree US LargeCap Fund shares in Q1 2026, an estimated $1.25M.
  • WisdomTree US LargeCap Fund made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #2753 holding.
  • Bank of America first reported a position in WisdomTree US LargeCap Fund in Q2 2013 and has held it in 52 quarters since.
  • Bank of America's WisdomTree US LargeCap Fund position peaked at $28.3M in Q4 2018.
  • 172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.