EWA
EIC

EverSource Wealth Advisors’s Eagle Point Income Co 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
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 $217M AUM 12.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
FPC
Flax Pond Capital Falmouth, Massachusetts $124M AUM
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

EverSource Wealth Advisors's EIC Position: Q1 2026 in Review

EverSource Wealth Advisors held its Eagle Point Income Co (EIC) position steady in Q1 2026 at 2,735 shares worth $25.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2345.

EverSource Wealth Advisors first reported a position in EIC in Q2 2025 and has held it in 4 quarters since. The position peaked at $31.2K in Q4 2025. 46 funds tracked by Wall St. Rank hold EIC as of Q1 2026.

  • EverSource Wealth Advisors held 2,735 shares of Eagle Point Income Co worth $25.8K as of Q1 2026.
  • EverSource Wealth Advisors left its Eagle Point Income Co share count unchanged in Q1 2026.
  • Eagle Point Income Co made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2345 holding.
  • EverSource Wealth Advisors first reported a position in Eagle Point Income Co in Q2 2025 and has held it in 4 quarters since.
  • EverSource Wealth Advisors's Eagle Point Income Co position peaked at $31.2K in Q4 2025.
  • 46 funds tracked by Wall St. Rank held Eagle Point Income Co as of Q1 2026.

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