EWA
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EP Wealth Advisors’s DHT Holdings DHT Stock Holding History

EP Wealth Advisors’s Portfolio DHT Stock Details DHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-28,980
Closed -$304K – 1431
2025
Q1 		$304K Buy
28,980
+2,865
+11% +$30.8K ﹤0.01% 906
2024
Q4 		$243K Buy
26,115
+2,177
+9% +$22.4K ﹤0.01% 966
2024
Q3 		$264K Buy
+23,938
New +$264K ﹤0.01% 913

Other funds holding DHT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

EP Wealth Advisors's DHT Position: Q2 2025 in Review

EP Wealth Advisors sold out of DHT Holdings (DHT) in Q2 2025, closing a stake of 28,980 shares — an estimated $304K sold.

EP Wealth Advisors first reported a position in DHT in Q3 2024 and held it in 3 quarters. The position peaked at $304K in Q1 2025. 234 funds tracked by Wall St. Rank hold DHT as of Q2 2025.

  • EP Wealth Advisors reported no remaining DHT Holdings position as of Q2 2025 after selling out during the quarter.
  • EP Wealth Advisors sold 28,980 DHT Holdings shares in Q2 2025, an estimated $304K.
  • EP Wealth Advisors first reported a position in DHT Holdings in Q3 2024 and held it in 3 quarters.
  • EP Wealth Advisors's DHT Holdings position peaked at $304K in Q1 2025.
  • 234 funds tracked by Wall St. Rank held DHT Holdings as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.