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Position history for MASSACHUSETTS FINANCIAL SERVICES CO /MA/MASSACHUSETTS FINANCIAL SERVICES CO /MA/'s holdings in WISDOMTREE TR

MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds 283,603 shares of EPI (WISDOMTREE TR), worth $12.1M as of 2026-Q2. The position was decreased (-4.7% shares). EPI represents 0.0% of MASSACHUSETTS FINANCIAL SERVICES CO /MA/'s portfolio.

Current Value

$12.1M

Current Shares

283,603

Total Value Change

-$1.1M

Total Shares Change

+21,821

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
283,603
-4.7%
$12.1M0.0%$42.78
0
2026-Q1
Decreased
297,517
-6.0%
$12.1M0.0%$43.43
0
2025-Q4
Decreased
316,414
-26.8%
$14.6M0.0%$45.82
0
2025-Q3
Increased
431,972
+41.9%
$19.1M0.0%$44.19
38
2025-Q2
Increased
304,460
+19.1%
$14.5M0.0%$47.52
33
2025-Q1
Unchanged
255,551
0.0%
$11.2M0.0%$43.48
0
2024-Q4
Decreased
255,551
-2.4%
$11.6M0.0%$45.09
0
2024-Q3
Increased
261,782
+10.0%
$13.2M0.0%$50.69
31

Other major holders of EPI: BNP PARIBAS FINANCIAL MARKETS, JANE STREET GROUP, LLC, MORGAN STANLEY

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