EP Wealth Advisors’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History
Bought
Maintained
Sold
Other funds holding GWX
SC
WSFS
TCIIS
EP Wealth Advisors's GWX Position: Q2 2026 in Review
EP Wealth Advisors opened a new position in State Street SPDR S&P International Small Cap ETF (GWX) in Q2 2026: 121,785 shares worth $5.33M. The stake represents 0.02% of the portfolio and ranks #373 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in GWX as recently as Q1 2025.
EP Wealth Advisors first reported a position in GWX in Q3 2024 and has held it in 4 quarters since. 265 funds tracked by Wall St. Rank hold GWX as of Q2 2026.
- EP Wealth Advisors held 121,785 shares of State Street SPDR S&P International Small Cap ETF worth $5.33M as of Q2 2026.
- State Street SPDR S&P International Small Cap ETF was a new EP Wealth Advisors position in Q2 2026.
- State Street SPDR S&P International Small Cap ETF made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #373 holding.
- EP Wealth Advisors first reported a position in State Street SPDR S&P International Small Cap ETF in Q3 2024 and has held it in 4 quarters since.
- 265 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2026.
Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.