EWM
KAT

Empirical Wealth Management’s Scharf ETF KAT Stock Holding History

Empirical Wealth Management’s Portfolio KAT Stock Details KAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.81M Sell
52,039
-23,425
-31% -$1.29M 0.04% 227
2026
Q1 		$4.04M Sell
75,464
-43,790
-37% -$2.44M 0.07% 171
2025
Q4 		$6.56M Buy
+119,254
New +$6.53M 0.12% 121

Other funds holding KAT

SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ATS
Ashton Thomas Securities Rochester, New York $677M AUM 22.42% 1-Year Est. Return
GCA
Greenwood Capital Associates Greenwood, South Carolina $1.02B AUM 28.26% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return
PB
Pinnacle Bancorp Beatrice, Nebraska $384M AUM 21.52% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Empirical Wealth Management reduced its Scharf ETF (KAT) stake by 31% in Q2 2026, selling an estimated $1.29M and leaving 52,039 shares worth $2.81M. The position accounts for 0.04% of the portfolio, ranked #227.

Empirical Wealth Management first reported a position in KAT in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.56M in Q4 2025. 11 funds tracked by Wall St. Rank hold KAT as of Q2 2026.

  • Empirical Wealth Management held 52,039 shares of Scharf ETF worth $2.81M as of Q2 2026.
  • Empirical Wealth Management sold 23,425 Scharf ETF shares in Q2 2026, an estimated $1.29M.
  • Scharf ETF made up 0.04% of Empirical Wealth Management's portfolio in Q2 2026, its #227 holding.
  • Empirical Wealth Management first reported a position in Scharf ETF in Q4 2025 and has held it in 3 quarters since.
  • Empirical Wealth Management's Scharf ETF position peaked at $6.56M in Q4 2025.
  • 11 funds tracked by Wall St. Rank held Scharf ETF as of Q2 2026.

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