EWA
XIFR

EP Wealth Advisors’s XPLR Infrastructure LP XIFR Stock Holding History

EP Wealth Advisors’s Portfolio XIFR Stock Details XIFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.41M Buy
288,317
+3,068
+1% +$34.3K 0.01% 459
2026
Q1 		$3.03M Sell
285,249
-15,915
-5% -$164K 0.01% 394
2025
Q4 		$3.01M Buy
+301,164
New +$2.92M 0.02% 360
2025
Q2 		$2.46M Sell
300,009
-4,662
-2% -$40.5K 0.02% 375
2025
Q1 		$2.89M Sell
304,671
-8,578
-3% -$97.3K 0.02% 304
2024
Q4 		$5.58M Sell
313,249
-45,241
-13% -$903K 0.05% 204
2024
Q3 		$9.9M Buy
358,490
+30,095
+9% +$781K 0.09% 148
2024
Q2 		$9.08M Sell
328,395
-1,904
-0.6% -$57.8K 0.1% 127
2024
Q1 		$9.94M Buy
330,299
+4,687
+1% +$133K 0.12% 110
2023
Q4 		$9.9M Buy
325,612
+6,325
+2% +$161K 0.13% 104
2023
Q3 		$9.48M Buy
319,287
+300,027
+1,558% +$15.2M 0.15% 104
2023
Q2 		$18.6M Buy
+19,260
New +$1.16M 0.27% 74
2017
Q4 		– Sell
-7,110
Closed -$286K – 205
2017
Q3 		$286K Hold
7,110
– – 0.03% 139
2017
Q2 		$263K Buy
+7,110
New +$245K 0.03% 150

Other funds holding XIFR

ACA
Anchorage Capital Advisors New York $165M AUM 5.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
REAM
Ripple Effect Asset Management New York $431M AUM 68.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
YCM
Yaupon Capital Management New York $5.08B AUM 53.49% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AG
Algert Global San Francisco, California $8.43B AUM 80.94% 1-Year Est. Return

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

EP Wealth Advisors increased its XPLR Infrastructure LP (XIFR) stake by 1.1% in Q2 2026, buying an estimated $34.3K and bringing the position to 288,317 shares worth $3.41M. The position accounts for 0.01% of the portfolio, ranked #459.

EP Wealth Advisors first reported a position in XIFR in Q2 2017 and has held it in 14 quarters since. The position peaked at $18.6M in Q2 2023. 223 funds tracked by Wall St. Rank hold XIFR as of Q2 2026.

  • EP Wealth Advisors held 288,317 shares of XPLR Infrastructure LP worth $3.41M as of Q2 2026.
  • EP Wealth Advisors bought 3,068 XPLR Infrastructure LP shares in Q2 2026, an estimated $34.3K.
  • XPLR Infrastructure LP made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #459 holding.
  • EP Wealth Advisors first reported a position in XPLR Infrastructure LP in Q2 2017 and has held it in 14 quarters since.
  • EP Wealth Advisors's XPLR Infrastructure LP position peaked at $18.6M in Q2 2023.
  • 223 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q2 2026.

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