EWA
ETOR

EP Wealth Advisors’s eToro Group ETOR Stock Holding History

EP Wealth Advisors’s Portfolio ETOR Stock Details ETOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$607K Sell
20,200
-20,921
-51% -$640K ﹤0.01% 821
2025
Q4 		$1.44M Buy
+41,121
New +$1.59M 0.01% 521

Other funds holding ETOR

PEAK6
PEAK6 Chicago, Illinois $42.6B AUM 66.3% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
II
Ibex Investors Denver, Colorado $152M AUM 19.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

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

EP Wealth Advisors reduced its eToro Group (ETOR) stake by 51% in Q1 2026, selling an estimated $640K and leaving 20,200 shares worth $607K. The position accounts for ﹤0.01% of the portfolio, ranked #821.

EP Wealth Advisors first reported a position in ETOR in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.44M in Q4 2025. 138 funds tracked by Wall St. Rank hold ETOR as of Q1 2026.

  • EP Wealth Advisors held 20,200 shares of eToro Group worth $607K as of Q1 2026.
  • EP Wealth Advisors sold 20,921 eToro Group shares in Q1 2026, an estimated $640K.
  • eToro Group made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #821 holding.
  • EP Wealth Advisors first reported a position in eToro Group in Q4 2025 and has held it in 2 quarters since.
  • EP Wealth Advisors's eToro Group position peaked at $1.44M in Q4 2025.
  • 138 funds tracked by Wall St. Rank held eToro Group as of Q1 2026.

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