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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RCM

Requisite Capital Management Dallas, Texas $537M AUM 12.29% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

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

EP Wealth Advisors increased its WM TECHNOLOGY INC A (MAPS) stake by 1.6% in Q1 2026, buying an estimated $125 and bringing the position to 10,885 shares worth $7.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1494.

EP Wealth Advisors first reported a position in MAPS in Q4 2023 and has held it in 8 quarters since. The position peaked at $14.5K in Q4 2024. 115 funds tracked by Wall St. Rank hold MAPS as of Q1 2026.

EP Wealth Advisors held 10,885 shares of WM TECHNOLOGY INC A worth $7.17K as of Q1 2026.
EP Wealth Advisors bought 170 WM TECHNOLOGY INC A shares in Q1 2026, an estimated $125.
WM TECHNOLOGY INC A made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1494 holding.
EP Wealth Advisors first reported a position in WM TECHNOLOGY INC A in Q4 2023 and has held it in 8 quarters since.
EP Wealth Advisors's WM TECHNOLOGY INC A position peaked at $14.5K in Q4 2024.
115 funds tracked by Wall St. Rank held WM TECHNOLOGY INC A as of Q1 2026.

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