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EP Wealth Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History

EP Wealth Advisors’s Portfolio HYD Stock Details HYD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$296K Buy
+5,742
New +$293K ﹤0.01% 1306
2025
Q2 		$213K Sell
4,245
-702
-14% -$35K ﹤0.01% 1218
2025
Q1 		$253K Buy
4,947
+791
+19% +$41K ﹤0.01% 1010
2024
Q4 		$216K Buy
4,156
+430
+12% +$22.5K ﹤0.01% 1037
2024
Q3 		$198K Buy
+3,726
New +$195K ﹤0.01% 1051

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

EP Wealth Advisors opened a new position in VanEck High Yield Muni ETF (HYD) in Q2 2026: 5,742 shares worth $296K. The stake represents ﹤0.01% of the portfolio and ranks #1306 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in HYD as recently as Q2 2025.

EP Wealth Advisors first reported a position in HYD in Q3 2024 and has held it in 5 quarters since. 371 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

  • EP Wealth Advisors held 5,742 shares of VanEck High Yield Muni ETF worth $296K as of Q2 2026.
  • VanEck High Yield Muni ETF was a new EP Wealth Advisors position in Q2 2026.
  • VanEck High Yield Muni ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1306 holding.
  • EP Wealth Advisors first reported a position in VanEck High Yield Muni ETF in Q3 2024 and has held it in 5 quarters since.
  • 371 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

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