Eastern Bank
EPS icon

Eastern Bank’s WisdomTree US LargeCap Fund EPS Stock Holding History

Eastern Bank’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
Q3 		$9.32M Sell
116,581
-523
-0.4% -$41.7K 0.14% 99
2026
Q2 		$9.11M Buy
117,104
+6,970
+6% +$528K 0.14% 105
2026
Q1 		$7.5M Hold
110,134
– – 0.13% 113
2025
Q4 		$7.8M Buy
+110,134
New +$7.7M 0.13% 101

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Stenger Family Office
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Maia Wealth
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WealthPLAN Partners
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Marietta Wealth Management
Marietta Wealth Management Marietta, Georgia $945M AUM 19.14% 1-Year Est. Return
TopTier Wealth Management
TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
LongView Wealth Management
LongView Wealth Management Atlanta, Georgia $415M AUM 12.41% 1-Year Est. Return
Beacon Financial Group
Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return

Eastern Bank's EPS Position: Q3 2026 in Review

Eastern Bank reduced its WisdomTree US LargeCap Fund (EPS) stake by 0.45% in Q3 2026, selling an estimated $41.7K and leaving 116,581 shares worth $9.32M. The position accounts for 0.14% of the portfolio, ranked #99.

Eastern Bank first reported a position in EPS in Q4 2025 and has held it in 4 quarters since. 43 funds tracked by Wall St. Rank hold EPS as of Q3 2026.

  • Eastern Bank held 116,581 shares of WisdomTree US LargeCap Fund worth $9.32M as of Q3 2026.
  • Eastern Bank sold 523 WisdomTree US LargeCap Fund shares in Q3 2026, an estimated $41.7K.
  • WisdomTree US LargeCap Fund made up 0.14% of Eastern Bank's portfolio in Q3 2026, its #99 holding.
  • Eastern Bank first reported a position in WisdomTree US LargeCap Fund in Q4 2025 and has held it in 4 quarters since.
  • 43 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q3 2026.

Based on Eastern Bank's 13F filing for Q3 2026, filed 5 Oct 2026.