EWA
EIC

EverSource Wealth Advisors’s Eagle Point Income Company EIC Stock Holding History

EverSource Wealth Advisors’s Portfolio EIC Stock Details EIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$27.5K Hold
2,735
– – ﹤0.01% 2206
2026
Q1 		$25.8K Hold
2,735
– – ﹤0.01% 2345
2025
Q4 		$31.2K Buy
2,735
+1,064
+64% +$12.7K ﹤0.01% 2079
2025
Q3 		$22.5K Buy
1,671
+601
+56% +$7.98K ﹤0.01% 2278
2025
Q2 		$14.6K Buy
+1,070
New +$14.8K ﹤0.01% 2550

Other funds holding EIC

EG
Enstar Group Hamilton, Bermuda $216M AUM 13.01% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FPC
Flax Pond Capital Falmouth, Massachusetts $143M AUM
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $295M AUM

EverSource Wealth Advisors's EIC Position: Q2 2026 in Review

EverSource Wealth Advisors held its Eagle Point Income Company (EIC) position steady in Q2 2026 at 2,735 shares worth $27.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2206.

EverSource Wealth Advisors first reported a position in EIC in Q2 2025 and has held it in 5 quarters since. The position peaked at $31.2K in Q4 2025. 48 funds tracked by Wall St. Rank hold EIC as of Q2 2026.

  • EverSource Wealth Advisors held 2,735 shares of Eagle Point Income Company worth $27.5K as of Q2 2026.
  • EverSource Wealth Advisors left its Eagle Point Income Company share count unchanged in Q2 2026.
  • Eagle Point Income Company made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2206 holding.
  • EverSource Wealth Advisors first reported a position in Eagle Point Income Company in Q2 2025 and has held it in 5 quarters since.
  • EverSource Wealth Advisors's Eagle Point Income Company position peaked at $31.2K in Q4 2025.
  • 48 funds tracked by Wall St. Rank held Eagle Point Income Company as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.