EP Wealth Advisors’s VanEck Ethereum ETF ETHV Stock Holding History

EP Wealth Advisors’s Portfolio ETHV Stock Details ETHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-35,745	Closed	-$824K	–	1917
2026 Q2	$824K	Buy	+35,745	New	+$1.07M	﹤0.01%	817

Other funds holding ETHV

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Quadcap Wealth Management Frisco, Texas $1.06B AUM 19.48% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

Darwin Wealth Management Tampa, Florida $378M AUM 15.4% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Steward Partners Investment Advisory New York $21.5B AUM 22.23% 1-Year Est. Return

Revisor Wealth Management Akron, Ohio $404M AUM 18.59% 1-Year Est. Return

Atomic Invest New York $683M AUM 3.17% 1-Year Est. Return

DCF

Daffy Charitable Fund Los Altos, California $1.02B AUM 4.41% 1-Year Est. Return

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

EP Wealth Advisors sold out of VanEck Ethereum ETF (ETHV) in Q3 2026, closing a stake of 35,745 shares — an estimated $824K sold.

EP Wealth Advisors first reported a position in ETHV in Q2 2026 and held it in 1 quarter. The position peaked at $824K in Q2 2026. 22 funds tracked by Wall St. Rank hold ETHV as of Q3 2026.

EP Wealth Advisors reported no remaining VanEck Ethereum ETF position as of Q3 2026 after selling out during the quarter.
EP Wealth Advisors sold 35,745 VanEck Ethereum ETF shares in Q3 2026, an estimated $824K.
EP Wealth Advisors first reported a position in VanEck Ethereum ETF in Q2 2026 and held it in 1 quarter.
EP Wealth Advisors's VanEck Ethereum ETF position peaked at $824K in Q2 2026.
22 funds tracked by Wall St. Rank held VanEck Ethereum ETF as of Q3 2026.

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