EWA
MAPS

EP Wealth Advisors’s WM TECHNOLOGY INC A MAPS Stock Holding History

EP Wealth Advisors’s Portfolio MAPS Stock Details MAPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10,885
Closed -$7.17K – 1814
2026
Q1 		$7.17K Buy
10,885
+170
+2% +$125 ﹤0.01% 1494
2025
Q4 		$8.84K Buy
+10,715
New +$10.5K ﹤0.01% 1475
2025
Q2 		$9.41K Hold
10,500
– – ﹤0.01% 1419
2025
Q1 		$11.9K Hold
10,500
– – ﹤0.01% 1279
2024
Q4 		$14.5K Sell
10,500
-67
-0.6% -$72 ﹤0.01% 1232
2024
Q3 		$9.19K Hold
10,567
– – ﹤0.01% 1179
2024
Q2 		$11K Buy
+10,567
New +$11.6K ﹤0.01% 855
2024
Q1 		– Sell
-10,567
Closed -$7.61K – 858
2023
Q4 		$7.61K Buy
+10,567
New +$10.5K ﹤0.01% 812

Other funds holding MAPS

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
SC
Shay Capital New York $1.56B AUM 46.17% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $27.2B AUM 43.16% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
FFG
Forum Finance Group Geneva $278M AUM
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

EP Wealth Advisors sold out of WM TECHNOLOGY INC A (MAPS) in Q2 2026, closing a stake of 10,885 shares — an estimated $7.17K sold.

EP Wealth Advisors first reported a position in MAPS in Q4 2023 and held it in 8 quarters. The position peaked at $14.5K in Q4 2024. 12 funds tracked by Wall St. Rank hold MAPS as of Q2 2026.

  • EP Wealth Advisors reported no remaining WM TECHNOLOGY INC A position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 10,885 WM TECHNOLOGY INC A shares in Q2 2026, an estimated $7.17K.
  • EP Wealth Advisors first reported a position in WM TECHNOLOGY INC A in Q4 2023 and held it in 8 quarters.
  • EP Wealth Advisors's WM TECHNOLOGY INC A position peaked at $14.5K in Q4 2024.
  • 12 funds tracked by Wall St. Rank held WM TECHNOLOGY INC A as of Q2 2026.

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