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

UMB 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	$240K	Hold	3,517	–	–	﹤0.01%	641
2025 Q4	$249K	Hold	3,517	–	–	﹤0.01%	628
2025 Q3	$242K	Hold	3,517	–	–	﹤0.01%	569
2025 Q2	$225K	Hold	3,517	–	–	﹤0.01%	570
2025 Q1	$208K	Hold	3,517	–	–	﹤0.01%	572
2024 Q4	$215K	Hold	3,517	–	–	﹤0.01%	549
2024 Q3	$211K	Hold	3,517	–	–	﹤0.01%	562
2024 Q2	$200K	Hold	3,517	–	–	﹤0.01%	564
2024 Q1	$195K	Hold	3,517	–	–	﹤0.01%	578
2023 Q4	$176K	Hold	3,517	–	–	﹤0.01%	604
2023 Q3	$161K	Hold	3,517	–	–	﹤0.01%	608
2023 Q2	$164K	Hold	3,517	–	–	﹤0.01%	611
2023 Q1	$154K	Hold	3,517	–	–	﹤0.01%	616
2022 Q4	$146K	Hold	3,517	–	–	﹤0.01%	636
2022 Q3	$135K	Buy	+3,517	New	+$150K	﹤0.01%	664
2013 Q4	–	Sell	-45,000	Closed	-$879	–	300
2013 Q3	$879	Hold	45,000	–	–	0.05%	171
2013 Q2	$844	Buy	+45,000	New	+$841K	0.05%	170

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

UMB Bank's EPS Position: Q1 2026 in Review

UMB Bank held its WisdomTree US LargeCap Fund (EPS) position steady in Q1 2026 at 3,517 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #641.

UMB Bank first reported a position in EPS in Q2 2013 and has held it in 17 quarters since. The position peaked at $249K in Q4 2025. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

UMB Bank held 3,517 shares of WisdomTree US LargeCap Fund worth $240K as of Q1 2026.
UMB Bank left its WisdomTree US LargeCap Fund share count unchanged in Q1 2026.
WisdomTree US LargeCap Fund made up ﹤0.01% of UMB Bank's portfolio in Q1 2026, its #641 holding.
UMB Bank first reported a position in WisdomTree US LargeCap Fund in Q2 2013 and has held it in 17 quarters since.
UMB Bank's WisdomTree US LargeCap Fund position peaked at $249K in Q4 2025.
172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.