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Position history for LPL Financial LLCLPL Financial LLC's holdings in WISDOMTREE TR

LPL Financial LLC holds 1.2M shares of EPI (WISDOMTREE TR), worth $50.6M as of 2026-Q2. The position was decreased (-13.7% shares). EPI represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$50.6M

Current Shares

1.2M

Total Value Change

-$45.5M

Total Shares Change

-722,429

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1.2M
-13.7%
$50.6M0.0%$42.78
0
2026-Q1
Decreased
1.4M
-25.5%
$55.9M0.0%$43.43
0
2025-Q4
Increased
1.8M
+0.8%
$85.2M0.0%$45.82
30
2025-Q3
Decreased
1.8M
-0.1%
$80.7M0.0%$44.19
0
2025-Q2
Increased
1.8M
+19.1%
$86.8M0.0%$47.52
35
2025-Q1
Decreased
1.5M
-1.2%
$67.1M0.0%$43.48
0
2024-Q4
Decreased
1.6M
-18.5%
$70.3M0.0%$45.09
0
2024-Q3
Increased
1.9M
+23.0%
$96.2M0.0%$50.69
36

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

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