Wealthspire Advisors (New York)’s Enerpac Tool Group EPAC Stock Holding History

Wealthspire Advisors (New York)’s Portfolio EPAC Stock Details EPAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-3,577	Closed	-$147K	–	1580
2025 Q3	$147K	Buy	+3,577	New	+$144K	﹤0.01%	895
2025 Q2	–	Sell	-5,790	Closed	-$260K	–	856
2025 Q1	$260K	Hold	5,790	–	–	﹤0.01%	675
2024 Q4	$238K	Buy	+5,790	New	+$265K	﹤0.01%	700
2021 Q2	–	Sell	-11,271	Closed	-$294K	–	469
2021 Q1	$294K	Buy	11,271 +1,611	+17%	+$38.3K	0.01%	556
2020 Q4	$218K	Buy	+9,660	New	+$202K	0.01%	529

Other funds holding EPAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealthspire Advisors (New York)'s EPAC Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Enerpac Tool Group (EPAC) in Q4 2025, closing a stake of 3,577 shares — an estimated $147K sold.

Wealthspire Advisors (New York) first reported a position in EPAC in Q4 2020 and held it in 5 quarters. The position peaked at $294K in Q1 2021. 255 funds tracked by Wall St. Rank hold EPAC as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining Enerpac Tool Group position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 3,577 Enerpac Tool Group shares in Q4 2025, an estimated $147K.
Wealthspire Advisors (New York) first reported a position in Enerpac Tool Group in Q4 2020 and held it in 5 quarters.
Wealthspire Advisors (New York)'s Enerpac Tool Group position peaked at $294K in Q1 2021.
255 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.