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EP Wealth Advisors’s VanEck Energy Income ETF EINC Stock Holding History

EP Wealth Advisors’s Portfolio EINC Stock Details EINC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$356K Buy
3,025
+20
+0.7% +$2.17K ﹤0.01% 1069
2025
Q4 		$289K Buy
+3,005
New +$287K ﹤0.01% 1156

Other funds holding EINC

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CFG
Copley Financial Group San Diego, California $166M AUM 26.42% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return
AA
Ascent Advisors Mankato, Minnesota $54.4M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EP Wealth Advisors's EINC Position: Q1 2026 in Review

EP Wealth Advisors increased its VanEck Energy Income ETF (EINC) stake by 0.67% in Q1 2026, buying an estimated $2.17K and bringing the position to 3,025 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #1069.

EP Wealth Advisors first reported a position in EINC in Q4 2025 and has held it in 2 quarters since. 34 funds tracked by Wall St. Rank hold EINC as of Q1 2026.

  • EP Wealth Advisors held 3,025 shares of VanEck Energy Income ETF worth $356K as of Q1 2026.
  • EP Wealth Advisors bought 20 VanEck Energy Income ETF shares in Q1 2026, an estimated $2.17K.
  • VanEck Energy Income ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1069 holding.
  • EP Wealth Advisors first reported a position in VanEck Energy Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 34 funds tracked by Wall St. Rank held VanEck Energy Income ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.