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EPIEPI
Showing 8 of 24 quarters

Position history for Kestra Advisory Services, LLCKestra Advisory Services, LLC's holdings in WISDOMTREE TR

Kestra Advisory Services, LLC holds 394,331 shares of EPI (WISDOMTREE TR), worth $16.9M as of 2026-Q2. The position was increased (+2.8% shares). EPI represents 0.1% of Kestra Advisory Services, LLC's portfolio.

Current Value

$16.9M

Current Shares

394,331

Total Value Change

-$1.9M

Total Shares Change

+22,746

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
394,331
+2.8%
$16.9M0.1%$42.78
29
2026-Q1
Decreased
383,440
-1.7%
$15.6M0.1%$43.43
0
2025-Q4
Increased
389,934
+20.3%
$18.1M0.1%$45.82
34
2025-Q3
Decreased
324,191
-4.1%
$14.3M0.1%$44.19
0
2025-Q2
Increased
338,167
+9.8%
$16.1M0.1%$47.52
31
2025-Q1
Increased
308,130
+0.6%
$13.5M0.1%$43.48
28
2024-Q4
Decreased
306,366
-17.6%
$13.9M0.1%$45.09
0
2024-Q3
Increased
371,585
+2.6%
$18.8M0.1%$50.69
35

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

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