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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
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

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CFG
Copley Financial Group San Diego, California $165M AUM 27.22% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return

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

EP Wealth Advisors reduced its VanEck Energy Income ETF (EINC) stake by 28% in Q2 2026, selling an estimated $101K and leaving 2,174 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #1373.

EP Wealth Advisors first reported a position in EINC in Q4 2025 and has held it in 3 quarters since. The position peaked at $356K in Q1 2026. 38 funds tracked by Wall St. Rank hold EINC as of Q2 2026.

  • EP Wealth Advisors held 2,174 shares of VanEck Energy Income ETF worth $259K as of Q2 2026.
  • EP Wealth Advisors sold 851 VanEck Energy Income ETF shares in Q2 2026, an estimated $101K.
  • VanEck Energy Income ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1373 holding.
  • EP Wealth Advisors first reported a position in VanEck Energy Income ETF in Q4 2025 and has held it in 3 quarters since.
  • EP Wealth Advisors's VanEck Energy Income ETF position peaked at $356K in Q1 2026.
  • 38 funds tracked by Wall St. Rank held VanEck Energy Income ETF as of Q2 2026.

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