EWA
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EverSource Wealth Advisors’s Espey Mfg & Electronics Corp ESP Stock Holding History

EverSource Wealth Advisors’s Portfolio ESP Stock Details ESP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-30
Closed -$1.19K – 4316
2025
Q3 		$1.19K Hold
30
– – ﹤0.01% 3709
2025
Q2 		$1.37K Buy
+30
New +$1.04K ﹤0.01% 3636

Other funds holding ESP

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

EverSource Wealth Advisors's ESP Position: Q4 2025 in Review

EverSource Wealth Advisors sold out of Espey Mfg & Electronics Corp (ESP) in Q4 2025, closing a stake of 30 shares — an estimated $1.19K sold.

EverSource Wealth Advisors first reported a position in ESP in Q2 2025 and held it in 2 quarters. The position peaked at $1.37K in Q2 2025. 51 funds tracked by Wall St. Rank hold ESP as of Q4 2025.

  • EverSource Wealth Advisors reported no remaining Espey Mfg & Electronics Corp position as of Q4 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 30 Espey Mfg & Electronics Corp shares in Q4 2025, an estimated $1.19K.
  • EverSource Wealth Advisors first reported a position in Espey Mfg & Electronics Corp in Q2 2025 and held it in 2 quarters.
  • EverSource Wealth Advisors's Espey Mfg & Electronics Corp position peaked at $1.37K in Q2 2025.
  • 51 funds tracked by Wall St. Rank held Espey Mfg & Electronics Corp as of Q4 2025.

Based on EverSource Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.