EP Wealth Advisors’s VanEck Oil Services ETF OIH Stock Holding History

EP Wealth Advisors’s Portfolio OIH Stock Details OIH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$237K	Buy	+586	New	+$214K	﹤0.01%	1308

Other funds holding OIH

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

EP Wealth Advisors opened a new position in VanEck Oil Services ETF (OIH) in Q1 2026: 586 shares worth $237K. The stake represents ﹤0.01% of the portfolio and ranks #1308 among its holdings.

288 funds tracked by Wall St. Rank hold OIH as of Q1 2026.

EP Wealth Advisors held 586 shares of VanEck Oil Services ETF worth $237K as of Q1 2026.
VanEck Oil Services ETF was a new EP Wealth Advisors position in Q1 2026.
VanEck Oil Services ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1308 holding.
288 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q1 2026.

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