EB
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
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

Other funds holding EPS

TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
SFO
Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
LWM
LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
SL
SWMG LLC Fort Worth, Texas $424M AUM 23.58% 1-Year Est. Return

Eastern Bank's EPS Position: Q2 2026 in Review

Eastern Bank increased its WisdomTree US LargeCap Fund (EPS) stake by 6.3% in Q2 2026, buying an estimated $528K and bringing the position to 117,104 shares worth $9.11M. The position accounts for 0.14% of the portfolio, ranked #105.

Eastern Bank first reported a position in EPS in Q4 2025 and has held it in 3 quarters since. 22 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • Eastern Bank held 117,104 shares of WisdomTree US LargeCap Fund worth $9.11M as of Q2 2026.
  • Eastern Bank bought 6,970 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $528K.
  • WisdomTree US LargeCap Fund made up 0.14% of Eastern Bank's portfolio in Q2 2026, its #105 holding.
  • Eastern Bank first reported a position in WisdomTree US LargeCap Fund in Q4 2025 and has held it in 3 quarters since.
  • 22 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Eastern Bank's 13F filing for Q2 2026, filed 1 Jul 2026.