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 Q2	–	Sell	-5,925	Closed	-$404K	–	1802
2026 Q1	$404K	Hold	5,925	–	–	﹤0.01%	1230
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 $9.19B AUM 25.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GWAG

Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

M&T Bank's EPS Position: Q2 2026 in Review

M&T Bank sold out of WisdomTree US LargeCap Fund (EPS) in Q2 2026, closing a stake of 5,925 shares — an estimated $404K sold.

M&T Bank first reported a position in EPS in Q2 2021 and held it in 10 quarters. The position peaked at $1.55M in Q4 2021. 175 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

M&T Bank reported no remaining WisdomTree US LargeCap Fund position as of Q2 2026 after selling out during the quarter.
M&T Bank sold 5,925 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $404K.
M&T Bank first reported a position in WisdomTree US LargeCap Fund in Q2 2021 and held it in 10 quarters.
M&T Bank's WisdomTree US LargeCap Fund position peaked at $1.55M in Q4 2021.
175 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on M&T Bank's 13F filing for Q2 2026, filed 4 Aug 2026.