EPW
EIC

Evolve Private Wealth’s Eagle Point Income Co EIC Stock Holding History

Evolve Private Wealth’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 		$98.7K Sell
10,453
-247
-2% -$2.54K 0.01% 977
2025
Q4 		$122K Buy
+10,700
New +$128K 0.01% 907

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

Evolve Private Wealth's EIC Position: Q1 2026 in Review

Evolve Private Wealth reduced its Eagle Point Income Co (EIC) stake by 2.3% in Q1 2026, selling an estimated $2.54K and leaving 10,453 shares worth $98.7K. The position accounts for 0.01% of the portfolio, ranked #977.

Evolve Private Wealth first reported a position in EIC in Q4 2025 and has held it in 2 quarters since. The position peaked at $122K in Q4 2025. 46 funds tracked by Wall St. Rank hold EIC as of Q1 2026.

  • Evolve Private Wealth held 10,453 shares of Eagle Point Income Co worth $98.7K as of Q1 2026.
  • Evolve Private Wealth sold 247 Eagle Point Income Co shares in Q1 2026, an estimated $2.54K.
  • Eagle Point Income Co made up 0.01% of Evolve Private Wealth's portfolio in Q1 2026, its #977 holding.
  • Evolve Private Wealth first reported a position in Eagle Point Income Co in Q4 2025 and has held it in 2 quarters since.
  • Evolve Private Wealth's Eagle Point Income Co position peaked at $122K in Q4 2025.
  • 46 funds tracked by Wall St. Rank held Eagle Point Income Co as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.