Back to EP Wealth Advisors, LLC EP Wealth Advisors, LLC

WTPIWTPI
1 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in WISDOMTREE TR

EP Wealth Advisors, LLC holds 122,881 shares of WTPI (WISDOMTREE TR), worth $4M as of 2026-Q2. This is a new position. WTPI represents 0.0% of EP Wealth Advisors, LLC's portfolio.

Current Value

$4M

Current Shares

122,881

Total Value Change

$0

Total Shares Change

0

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
New
122,881
-
$4M0.0%$32.14
37

Other major holders of WTPI: LPL Financial LLC, MORGAN STANLEY

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used