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EP Wealth Advisors’s Franklin International Core Dividend Tilt Index ETF DIVI Stock Holding History

EP Wealth Advisors’s Portfolio DIVI Stock Details DIVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$159K Buy
+3,712
New +$158K ﹤0.01% 1575

Other funds holding DIVI

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LFA
Legacy Financial Advisors Covington, Kentucky $820M AUM 31.98% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return

EP Wealth Advisors's DIVI Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Franklin International Core Dividend Tilt Index ETF (DIVI) in Q2 2026: 3,712 shares worth $159K. The stake represents ﹤0.01% of the portfolio and ranks #1575 among its holdings.

193 funds tracked by Wall St. Rank hold DIVI as of Q2 2026.

  • EP Wealth Advisors held 3,712 shares of Franklin International Core Dividend Tilt Index ETF worth $159K as of Q2 2026.
  • Franklin International Core Dividend Tilt Index ETF was a new EP Wealth Advisors position in Q2 2026.
  • Franklin International Core Dividend Tilt Index ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1575 holding.
  • 193 funds tracked by Wall St. Rank held Franklin International Core Dividend Tilt Index ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.