WFA Asset Management’s Enterprise Products Partners EPD Stock Holding History

WFA Asset Management’s Portfolio EPD Stock Details EPD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$276K	Buy	9,469 +150	+2%	+$4.73K	0.15%	48
2025 Q2	$270K	Buy	9,319 +659	+8%	+$20.5K	0.15%	47
2025 Q1	$253K	Sell	8,660 -952	-10%	-$31.7K	0.13%	51
2024 Q4	$301K	Buy	9,612 +143	+2%	+$4.39K	0.16%	41
2024 Q3	$276K	Buy	9,469 +150	+2%	+$4.38K	0.15%	48
2024 Q2	$270K	Buy	9,319 +659	+8%	+$18.9K	0.15%	47
2024 Q1	$253K	Buy	8,660 +20	+0.2%	+$549	0.13%	51
2023 Q4	$228K	Buy	8,640 +682	+9%	+$18.2K	0.12%	48
2023 Q3	$218K	Buy	7,958 +146	+2%	+$3.9K	0.13%	49
2023 Q2	$206K	Buy	7,812 +145	+2%	+$3.79K	0.12%	50
2023 Q1	$199K	Buy	7,667 +138	+2%	+$3.54K	0.12%	51
2022 Q4	$182K	Buy	7,529 +140	+2%	+$3.45K	0.12%	52
2022 Q3	$176K	Buy	7,389 +128	+2%	+$3.3K	0.13%	48
2022 Q2	$177K	Buy	7,261 +110	+2%	+$2.89K	0.12%	51
2022 Q1	$185K	Buy	7,151 +1,722	+32%	+$41.8K	0.12%	49
2021 Q4	$119K	Buy	+5,429	New	+$122K	0.08%	58

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

WFA Asset Management's EPD Position: Q3 2025 in Review

WFA Asset Management increased its Enterprise Products Partners (EPD) stake by 1.6% in Q3 2025, buying an estimated $4.73K and bringing the position to 9,469 shares worth $276K. The position accounts for 0.15% of the portfolio, ranked #48.

WFA Asset Management first reported a position in EPD in Q4 2021 and has held it in 16 quarters since. The position peaked at $301K in Q4 2024. 1,427 funds tracked by Wall St. Rank hold EPD as of Q3 2025.

WFA Asset Management held 9,469 shares of Enterprise Products Partners worth $276K as of Q3 2025.
WFA Asset Management bought 150 Enterprise Products Partners shares in Q3 2025, an estimated $4.73K.
Enterprise Products Partners made up 0.15% of WFA Asset Management's portfolio in Q3 2025, its #48 holding.
WFA Asset Management first reported a position in Enterprise Products Partners in Q4 2021 and has held it in 16 quarters since.
WFA Asset Management's Enterprise Products Partners position peaked at $301K in Q4 2024.
1,427 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2025.

Based on WFA Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.