WealthPlan Investment Management’s Cambria Emerging Shareholder Yield ETF EYLD Stock Holding History

WealthPlan Investment Management’s Portfolio EYLD Stock Details EYLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$266K	Sell	6,415 -3,261	-34%	-$137K	0.01%	409
2025 Q4	$371K	Buy	9,676 +242	+3%	+$9.26K	0.02%	297
2025 Q3	$351K	Sell	9,434 -212	-2%	-$7.87K	0.02%	256
2025 Q2	$348K	Sell	9,646 -122	-1%	-$4.04K	0.03%	272
2025 Q1	$310K	Hold	9,768	–	–	0.03%	218
2024 Q4	$306K	Sell	9,768 -202	-2%	-$6.68K	0.03%	218
2024 Q3	$345K	Sell	9,970 -102	-1%	-$3.46K	0.03%	189
2024 Q2	$347K	Buy	10,072 +61	+0.6%	+$2.12K	0.05%	141
2024 Q1	$336K	Hold	10,011	–	–	0.05%	149
2023 Q4	$314K	Sell	10,011 -2,540	-20%	-$74.2K	0.05%	149
2023 Q3	$360K	Buy	12,551 +10,335	+466%	+$297K	0.06%	133
2023 Q2	$62.3K	Sell	2,216 -10,768	-83%	-$307K	0.02%	188
2023 Q1	$370K	Sell	12,984 -1,079	-8%	-$31.2K	0.06%	132
2022 Q4	$408K	Sell	14,063 -1,201	-8%	-$32.4K	0.03%	276
2022 Q3	$435K	Buy	+15,264	New	+$412K	0.03%	262
2022 Q1	$751K	Buy	+25,200	New	+$858K	0.05%	200

Other funds holding EYLD

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $1.84B AUM 18.57% 1-Year Est. Return

AFFA

ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WealthPlan Investment Management's EYLD Position: Q1 2026 in Review

WealthPlan Investment Management reduced its Cambria Emerging Shareholder Yield ETF (EYLD) stake by 34% in Q1 2026, selling an estimated $137K and leaving 6,415 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #409.

WealthPlan Investment Management first reported a position in EYLD in Q1 2022 and has held it in 16 quarters since. The position peaked at $751K in Q1 2022. 105 funds tracked by Wall St. Rank hold EYLD as of Q1 2026.

WealthPlan Investment Management held 6,415 shares of Cambria Emerging Shareholder Yield ETF worth $266K as of Q1 2026.
WealthPlan Investment Management sold 3,261 Cambria Emerging Shareholder Yield ETF shares in Q1 2026, an estimated $137K.
Cambria Emerging Shareholder Yield ETF made up 0.01% of WealthPlan Investment Management's portfolio in Q1 2026, its #409 holding.
WealthPlan Investment Management first reported a position in Cambria Emerging Shareholder Yield ETF in Q1 2022 and has held it in 16 quarters since.
WealthPlan Investment Management's Cambria Emerging Shareholder Yield ETF position peaked at $751K in Q1 2022.
105 funds tracked by Wall St. Rank held Cambria Emerging Shareholder Yield ETF as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.