EW
ECC

Evoke Wealth’s Eagle Point Credit Company ECC Stock Holding History

Evoke Wealth’s Portfolio ECC Stock Details ECC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$44.3K Sell
11,792
-8,000
-40% -$37.2K ﹤0.01% 704
2025
Q4 		$114K Buy
19,792
+3,440
+21% +$20.9K ﹤0.01% 658
2025
Q3 		$108K Hold
16,352
– – ﹤0.01% 636
2025
Q2 		$125K Buy
16,352
+4,000
+32% +$30.7K ﹤0.01% 579
2025
Q1 		$100K Buy
+12,352
New +$107K ﹤0.01% 439

Other funds holding ECC

SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
VIA
Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Evoke Wealth's ECC Position: Q1 2026 in Review

Evoke Wealth reduced its Eagle Point Credit Company (ECC) stake by 40% in Q1 2026, selling an estimated $37.2K and leaving 11,792 shares worth $44.3K. The position accounts for ﹤0.01% of the portfolio, ranked #704.

Evoke Wealth first reported a position in ECC in Q1 2025 and has held it in 5 quarters since. The position peaked at $125K in Q2 2025. 110 funds tracked by Wall St. Rank hold ECC as of Q1 2026.

  • Evoke Wealth held 11,792 shares of Eagle Point Credit Company worth $44.3K as of Q1 2026.
  • Evoke Wealth sold 8,000 Eagle Point Credit Company shares in Q1 2026, an estimated $37.2K.
  • Eagle Point Credit Company made up ﹤0.01% of Evoke Wealth's portfolio in Q1 2026, its #704 holding.
  • Evoke Wealth first reported a position in Eagle Point Credit Company in Q1 2025 and has held it in 5 quarters since.
  • Evoke Wealth's Eagle Point Credit Company position peaked at $125K in Q2 2025.
  • 110 funds tracked by Wall St. Rank held Eagle Point Credit Company as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.