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Position history for Equitable Holdings, Inc.Equitable Holdings, Inc.'s holdings in WISDOMTREE TR

Equitable Holdings, Inc. holds 107,191 shares of EPI (WISDOMTREE TR), worth $4.6M as of 2026-Q2. The position was decreased (-8.6% shares). EPI represents 0.0% of Equitable Holdings, Inc.'s portfolio.

Current Value

$4.6M

Current Shares

107,191

Total Value Change

-$2.5M

Total Shares Change

-33,722

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
107,191
-8.6%
$4.6M0.0%$42.78
0
2026-Q1
Decreased
117,329
-6.5%
$5.4M0.0%$40.80
0
2025-Q4
Increased
125,500
+17.1%
$5.8M0.0%$46.29
32
2025-Q3
Increased
107,146
+13.6%
$4.7M0.0%$44.20
30
2025-Q2
Increased
94,355
+84.5%
$4.5M0.0%$47.47
42
2025-Q1
Decreased
51,150
-41.8%
$2.2M0.0%$43.71
0
2024-Q4
Decreased
87,922
-37.6%
$4M0.0%$45.27
0
2024-Q3
Increased
140,913
+6.5%
$7.1M0.1%$50.33
29

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

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