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 Q3	$281K	Hold	3,517	–	–	﹤0.01%	631
2026 Q2	$274K	Hold	3,517	–	–	﹤0.01%	645
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	-$879K	–	300
2013 Q3	$879K	Hold	45,000	–	–	0.05%	171
2013 Q2	$844K	Buy	+45,000	New	+$841K	0.05%	170

Other funds holding EPS

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $253M AUM 9.36% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Flagship Wealth Advisors Wakefield, Massachusetts $461M AUM 17.89% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $605M AUM 14.86% 1-Year Est. Return

Stenger Family Office Naperville, Illinois $728M AUM 21.16% 1-Year Est. Return

UMB Bank's EPS Position: Q3 2026 in Review

UMB Bank held its WisdomTree US LargeCap Fund (EPS) position steady in Q3 2026 at 3,517 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #631.

UMB Bank first reported a position in EPS in Q2 2013 and has held it in 19 quarters since. The position peaked at $879K in Q3 2013. 95 funds tracked by Wall St. Rank hold EPS as of Q3 2026.

UMB Bank held 3,517 shares of WisdomTree US LargeCap Fund worth $281K as of Q3 2026.
UMB Bank left its WisdomTree US LargeCap Fund share count unchanged in Q3 2026.
WisdomTree US LargeCap Fund made up ﹤0.01% of UMB Bank's portfolio in Q3 2026, its #631 holding.
UMB Bank first reported a position in WisdomTree US LargeCap Fund in Q2 2013 and has held it in 19 quarters since.
UMB Bank's WisdomTree US LargeCap Fund position peaked at $879K in Q3 2013.
95 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q3 2026.

Based on UMB Bank's 13F filing for Q3 2026, filed 6 Nov 2026.