CIBC Private Wealth Group
EPS icon

CIBC Private Wealth Group’s WisdomTree US LargeCap Fund EPS Stock Holding History

CIBC Private Wealth Group’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
Q4 		$9.21K Sell
130
-30
-19% -$2.1K ﹤0.01% 2448
2025
Q3 		$11K Hold
160
– – ﹤0.01% 2353
2025
Q2 		$10.2K Hold
160
– – ﹤0.01% 2247
2025
Q1 		$8.43K Hold
160
– – ﹤0.01% 2292
2024
Q4 		$9.86K Hold
160
– – ﹤0.01% 2273
2024
Q3 		$9.61K Hold
160
– – ﹤0.01% 2417
2024
Q2 		$9.23K Hold
160
– – ﹤0.01% 2322
2024
Q1 		$8.86K Buy
+160
New +$8.39K ﹤0.01% 2326

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
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM

CIBC Private Wealth Group's EPS Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its WisdomTree US LargeCap Fund (EPS) stake by 19% in Q4 2025, selling an estimated $2.1K and leaving 130 shares worth $9.21K. The position accounts for ﹤0.01% of the portfolio, ranked #2448.

CIBC Private Wealth Group first reported a position in EPS in Q1 2024 and has held it in 8 quarters since. The position peaked at $11K in Q3 2025. 161 funds tracked by Wall St. Rank hold EPS as of Q4 2025.

  • CIBC Private Wealth Group held 130 shares of WisdomTree US LargeCap Fund worth $9.21K as of Q4 2025.
  • CIBC Private Wealth Group sold 30 WisdomTree US LargeCap Fund shares in Q4 2025, an estimated $2.1K.
  • WisdomTree US LargeCap Fund made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2448 holding.
  • CIBC Private Wealth Group first reported a position in WisdomTree US LargeCap Fund in Q1 2024 and has held it in 8 quarters since.
  • CIBC Private Wealth Group's WisdomTree US LargeCap Fund position peaked at $11K in Q3 2025.
  • 161 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.