EWM
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Empirical Wealth Management’s Ethan Allen Interiors ETD Stock Holding History

Empirical Wealth Management’s Portfolio ETD Stock Details ETD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$966K Buy
43,249
+5,666
+15% +$120K 0.01% 418
2026
Q1 		$837K Buy
37,583
+10,084
+37% +$234K 0.01% 395
2025
Q4 		$628K Buy
27,499
+3,326
+14% +$83K 0.01% 443
2025
Q3 		$712K Buy
24,173
+4,424
+22% +$131K 0.01% 386
2025
Q2 		$550K Buy
19,749
+1,634
+9% +$44.1K 0.01% 406
2025
Q1 		$502K Sell
18,115
-11,928
-40% -$340K 0.01% 402
2024
Q4 		$845K Buy
30,043
+2,738
+10% +$81.2K 0.02% 299
2024
Q3 		$871K Buy
27,305
+11,555
+73% +$349K 0.02% 291
2024
Q2 		$439K Buy
15,750
+5,387
+52% +$160K 0.01% 389
2024
Q1 		$358K Buy
10,363
+742
+8% +$23.2K 0.01% 394
2023
Q4 		$307K Sell
9,621
-243
-2% -$6.97K 0.01% 394
2023
Q3 		$295K Buy
+9,864
New +$305K 0.01% 373

Other funds holding ETD

GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Empirical Wealth Management's ETD Position: Q2 2026 in Review

Empirical Wealth Management increased its Ethan Allen Interiors (ETD) stake by 15% in Q2 2026, buying an estimated $120K and bringing the position to 43,249 shares worth $966K. The position accounts for 0.01% of the portfolio, ranked #418.

Empirical Wealth Management first reported a position in ETD in Q3 2023 and has held it in 12 quarters since. 48 funds tracked by Wall St. Rank hold ETD as of Q2 2026.

  • Empirical Wealth Management held 43,249 shares of Ethan Allen Interiors worth $966K as of Q2 2026.
  • Empirical Wealth Management bought 5,666 Ethan Allen Interiors shares in Q2 2026, an estimated $120K.
  • Ethan Allen Interiors made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #418 holding.
  • Empirical Wealth Management first reported a position in Ethan Allen Interiors in Q3 2023 and has held it in 12 quarters since.
  • 48 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.