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WP Advisors’s Enterprise Products Partners EPD Stock Holding History

WP Advisors’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
2026
Q1 		$14.4M Buy
381,103
+6,487
+2% +$230K 3.73% 7
2025
Q4 		$12M Buy
374,616
+5,174
+1% +$164K 2.99% 9
2025
Q3 		$11.6M Buy
369,442
+5,171
+1% +$163K 2.94% 9
2025
Q2 		$11.3M Buy
364,271
+9,914
+3% +$309K 3.1% 9
2025
Q1 		$12.1M Buy
354,357
+8,042
+2% +$268K 4.03% 6
2024
Q4 		$10.9M Buy
346,315
+8,766
+3% +$269K 3.62% 6
2024
Q3 		$9.83M Buy
337,549
+8,910
+3% +$260K 3.59% 6
2024
Q2 		$9.52M Buy
328,639
+6,655
+2% +$191K 3.04% 7
2024
Q1 		$9.4M Buy
321,984
+8,031
+3% +$221K 3.08% 7
2023
Q4 		$8.27M Buy
313,953
+6,596
+2% +$176K 3.06% 9
2023
Q3 		$8.41M Buy
307,357
+4,241
+1% +$113K 3.48% 8
2023
Q2 		$7.99M Buy
303,116
+969
+0.3% +$25.3K 3.2% 10
2023
Q1 		$7.83M Buy
302,147
+2,592
+0.9% +$66.6K 3.23% 10
2022
Q4 		$7.23M Buy
299,555
+3,769
+1% +$92.8K 3.23% 7
2022
Q3 		$7.03M Buy
295,786
+3,386
+1% +$87.4K 3.19% 9
2022
Q2 		$7.13M Sell
292,400
-9,263
-3% -$244K 3.1% 9
2022
Q1 		$7.79M Buy
301,663
+18,916
+7% +$459K 3.21% 8
2021
Q4 		$6.21M Sell
282,747
-7,873
-3% -$177K 2.59% 9
2021
Q3 		$6.29M Buy
290,620
+14,833
+5% +$337K 2.58% 9
2021
Q2 		$6.66M Buy
275,787
+39,150
+17% +$927K 2.77% 8
2021
Q1 		$5.21M Buy
+236,637
New +$5.2M 2.25% 10
2019
Q2 		– Sell
-3,952
Closed -$1.15K – 94
2019
Q1 		$1.15K Buy
+3,952
New +$110K 0.13% 79
2018
Q4 		– Sell
-5,952
Closed -$171K – 119
2018
Q3 		$171K Hold
5,952
– – 0.16% 68
2018
Q2 		$165K Buy
+5,952
New +$163K 0.16% 67

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

WP Advisors's EPD Position: Q1 2026 in Review

WP Advisors increased its Enterprise Products Partners (EPD) stake by 1.7% in Q1 2026, buying an estimated $230K and bringing the position to 381,103 shares worth $14.4M. The position accounts for 3.73% of the portfolio, ranked #7.

WP Advisors first reported a position in EPD in Q2 2018 and has held it in 24 quarters since. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • WP Advisors held 381,103 shares of Enterprise Products Partners worth $14.4M as of Q1 2026.
  • WP Advisors bought 6,487 Enterprise Products Partners shares in Q1 2026, an estimated $230K.
  • Enterprise Products Partners made up 3.73% of WP Advisors's portfolio in Q1 2026, its #7 holding.
  • WP Advisors first reported a position in Enterprise Products Partners in Q2 2018 and has held it in 24 quarters since.
  • 1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on WP Advisors's 13F filing for Q1 2026, filed 4 May 2026.