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
Q2 		$341K Sell
8,650
-11,550
-57% -$435K ﹤0.01% 1212
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

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
PEAK6
PEAK6 Chicago, Illinois $48.6B AUM 40.56% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
II
Ibex Investors Denver, Colorado $194M AUM 23.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

EP Wealth Advisors reduced its eToro Group (ETOR) stake by 57% in Q2 2026, selling an estimated $435K and leaving 8,650 shares worth $341K. The position accounts for ﹤0.01% of the portfolio, ranked #1212.

EP Wealth Advisors first reported a position in ETOR in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.44M in Q4 2025. 150 funds tracked by Wall St. Rank hold ETOR as of Q2 2026.

  • EP Wealth Advisors held 8,650 shares of eToro Group worth $341K as of Q2 2026.
  • EP Wealth Advisors sold 11,550 eToro Group shares in Q2 2026, an estimated $435K.
  • eToro Group made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1212 holding.
  • EP Wealth Advisors first reported a position in eToro Group in Q4 2025 and has held it in 3 quarters since.
  • EP Wealth Advisors's eToro Group position peaked at $1.44M in Q4 2025.
  • 150 funds tracked by Wall St. Rank held eToro Group as of Q2 2026.

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