VEA
ESPR

Virtus ETF Advisers’s Esperion Therapeutics ESPR Stock Holding History

Virtus ETF Advisers’s Portfolio ESPR Stock Details ESPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-137,120
Closed -$302K – 547
2024
Q4 		$302K Buy
137,120
+23,942
+21% +$55.9K 0.12% 246
2024
Q3 		$187K Hold
113,178
– – 0.09% 283
2024
Q2 		$251K Buy
+113,178
New +$266K 0.12% 242
2021
Q4 		– Sell
-17,773
Closed -$214K – 386
2021
Q3 		$214K Sell
17,773
-1,625
-8% -$23.7K 0.09% 252
2021
Q2 		$410K Sell
19,398
-1,759
-8% -$42.4K 0.17% 191
2021
Q1 		$593K Buy
21,157
+581
+3% +$17.1K 0.25% 125
2020
Q4 		$535K Buy
20,576
+7,134
+53% +$214K 0.22% 137
2020
Q3 		$500K Buy
13,442
+1,132
+9% +$44.8K 0.26% 139
2020
Q2 		$632K Buy
12,310
+5,075
+70% +$212K 0.3% 104
2020
Q1 		$228K Sell
7,235
-1,063
-13% -$56.1K 0.09% 271
2019
Q4 		$495K Buy
8,298
+3,154
+61% +$142K 0.08% 204
2019
Q3 		$189K Sell
5,144
-286
-5% -$11.3K 0.04% 257
2019
Q2 		$253K Sell
5,430
-53
-1% -$2.49K 0.05% 272
2019
Q1 		$220K Sell
5,483
-796
-13% -$35.7K 0.47% 84
2018
Q4 		$289K Sell
6,279
-5,018
-44% -$242K 0.05% 124
2018
Q3 		$501K Sell
11,297
-8,187
-42% -$376K 0.05% 124
2018
Q2 		$764K Buy
19,484
+6,541
+51% +$330K 0.68% 56
2018
Q1 		$936K Buy
12,943
+6,886
+114% +$506K 0.81% 51
2017
Q4 		$399K Sell
6,057
-3,193
-35% -$172K 0.5% 53
2017
Q3 		$464K Buy
9,250
+846
+10% +$40.8K 0.06% 96
2017
Q2 		$389K Sell
8,404
-14,369
-63% -$528K 0.06% 78
2017
Q1 		$804K Buy
22,773
+2,183
+11% +$50K 0.14% 78
2016
Q4 		$258K Buy
20,590
+5,050
+32% +$60.1K 0.08% 132
2016
Q3 		$215K Hold
15,540
– – 0.1% 135
2016
Q2 		$154K Buy
15,540
+4,529
+41% +$75K 0.11% 140
2016
Q1 		$186K Buy
+11,011
New +$177K 0.26% 96

Other funds holding ESPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $780M AUM 24.84% 1-Year Est. Return
TSC
Two Seas Capital Rye, New York $5.05B AUM 164.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Virtus ETF Advisers's ESPR Position: Q1 2025 in Review

Virtus ETF Advisers sold out of Esperion Therapeutics (ESPR) in Q1 2025, closing a stake of 137,120 shares — an estimated $302K sold.

Virtus ETF Advisers first reported a position in ESPR in Q1 2016 and held it in 26 quarters. The position peaked at $936K in Q1 2018. 186 funds tracked by Wall St. Rank hold ESPR as of Q1 2025.

  • Virtus ETF Advisers reported no remaining Esperion Therapeutics position as of Q1 2025 after selling out during the quarter.
  • Virtus ETF Advisers sold 137,120 Esperion Therapeutics shares in Q1 2025, an estimated $302K.
  • Virtus ETF Advisers first reported a position in Esperion Therapeutics in Q1 2016 and held it in 26 quarters.
  • Virtus ETF Advisers's Esperion Therapeutics position peaked at $936K in Q1 2018.
  • 186 funds tracked by Wall St. Rank held Esperion Therapeutics as of Q1 2025.

Based on Virtus ETF Advisers's 13F filing for Q1 2025, filed 14 May 2025.