M&T Bank’s WisdomTree US LargeCap Fund EPS Stock Holding History

M&T 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 Q1	$404K	Hold	5,925	–	–	﹤0.01%	1219
2025 Q4	$420K	Hold	5,925	–	–	﹤0.01%	1216
2025 Q3	$408K	Hold	5,925	–	–	﹤0.01%	1065
2025 Q2	$379K	Hold	5,925	–	–	﹤0.01%	1180
2025 Q1	$351K	Hold	5,925	–	–	﹤0.01%	1199
2024 Q4	$362K	Hold	5,925	–	–	﹤0.01%	1304
2024 Q3	$356K	Buy	+5,925	New	+$343K	﹤0.01%	1292
2022 Q1	–	Sell	-30,700	Closed	-$1.55M	–	1585
2021 Q4	$1.55M	Hold	30,700	–	–	0.01%	643
2021 Q3	$1.41M	Hold	30,700	–	–	0.01%	655
2021 Q2	$1.42M	Buy	+30,700	New	+$1.4M	0.01%	656

Other funds holding EPS

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 $21.3B AUM 22.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

M&T Bank's EPS Position: Q1 2026 in Review

M&T Bank held its WisdomTree US LargeCap Fund (EPS) position steady in Q1 2026 at 5,925 shares worth $404K. The position accounts for ﹤0.01% of the portfolio, ranked #1219.

M&T Bank first reported a position in EPS in Q2 2021 and has held it in 10 quarters since. The position peaked at $1.55M in Q4 2021. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

M&T Bank held 5,925 shares of WisdomTree US LargeCap Fund worth $404K as of Q1 2026.
M&T Bank left its WisdomTree US LargeCap Fund share count unchanged in Q1 2026.
WisdomTree US LargeCap Fund made up ﹤0.01% of M&T Bank's portfolio in Q1 2026, its #1219 holding.
M&T Bank first reported a position in WisdomTree US LargeCap Fund in Q2 2021 and has held it in 10 quarters since.
M&T Bank's WisdomTree US LargeCap Fund position peaked at $1.55M in Q4 2021.
172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on M&T Bank's 13F filing for Q1 2026, filed 12 May 2026.