EP Wealth Advisors
EINC icon

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
Q3 		$244K Hold
2,174
– – ﹤0.01% 1387
2026
Q2 		$259K Sell
2,174
-851
-28% -$101K ﹤0.01% 1373
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cornerstone Planning Group
Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Tucker Asset Management
Tucker Asset Management Littleton, Colorado $406M AUM 20.49% 1-Year Est. Return

EP Wealth Advisors's EINC Position: Q3 2026 in Review

EP Wealth Advisors held its VanEck Energy Income ETF (EINC) position steady in Q3 2026 at 2,174 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #1387.

EP Wealth Advisors first reported a position in EINC in Q4 2025 and has held it in 4 quarters since. The position peaked at $356K in Q1 2026. 32 funds tracked by Wall St. Rank hold EINC as of Q3 2026.

  • EP Wealth Advisors held 2,174 shares of VanEck Energy Income ETF worth $244K as of Q3 2026.
  • EP Wealth Advisors left its VanEck Energy Income ETF share count unchanged in Q3 2026.
  • VanEck Energy Income ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q3 2026, its #1387 holding.
  • EP Wealth Advisors first reported a position in VanEck Energy Income ETF in Q4 2025 and has held it in 4 quarters since.
  • EP Wealth Advisors's VanEck Energy Income ETF position peaked at $356K in Q1 2026.
  • 32 funds tracked by Wall St. Rank held VanEck Energy Income ETF as of Q3 2026.

Based on EP Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.