EWA
OXLC

EP Wealth Advisors’s Oxford Lane Capital OXLC Stock Holding History

EP Wealth Advisors’s Portfolio OXLC Stock Details OXLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-6,049
Closed -$143K – 1459
2025
Q1 		$143K Buy
+6,049
New +$150K ﹤0.01% 1199

Other funds holding OXLC

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $5.92B AUM 23.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $288M AUM 38.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

EP Wealth Advisors's OXLC Position: Q2 2025 in Review

EP Wealth Advisors sold out of Oxford Lane Capital (OXLC) in Q2 2025, closing a stake of 6,049 shares — an estimated $143K sold.

EP Wealth Advisors first reported a position in OXLC in Q1 2025 and held it in 1 quarter. The position peaked at $143K in Q1 2025. 149 funds tracked by Wall St. Rank hold OXLC as of Q2 2025.

  • EP Wealth Advisors reported no remaining Oxford Lane Capital position as of Q2 2025 after selling out during the quarter.
  • EP Wealth Advisors sold 6,049 Oxford Lane Capital shares in Q2 2025, an estimated $143K.
  • EP Wealth Advisors first reported a position in Oxford Lane Capital in Q1 2025 and held it in 1 quarter.
  • EP Wealth Advisors's Oxford Lane Capital position peaked at $143K in Q1 2025.
  • 149 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.