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WPG Advisers’s Equitable Holdings EQH Stock Holding History

WPG Advisers’s Portfolio EQH Stock Details EQH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.4K Buy
305
+39
+15% +$1.63K 0.01% 675
2026
Q1 		$9.87K Sell
266
-67
-20% -$2.87K 0.01% 675
2025
Q4 		$15.9K Sell
333
-159
-32% -$7.54K 0.01% 573
2025
Q3 		$25K Buy
492
+23
+5% +$1.22K 0.02% 453
2025
Q2 		$26.3K Sell
469
-50
-10% -$2.57K 0.02% 426
2025
Q1 		$27K Buy
519
+9
+2% +$471 0.03% 396
2024
Q4 		$24.1K Buy
+510
New +$23.6K 0.02% 428

Other funds holding EQH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

WPG Advisers's EQH Position: Q2 2026 in Review

WPG Advisers increased its Equitable Holdings (EQH) stake by 15% in Q2 2026, buying an estimated $1.63K and bringing the position to 305 shares worth $13.4K. The position accounts for 0.01% of the portfolio, ranked #675.

WPG Advisers first reported a position in EQH in Q4 2024 and has held it in 7 quarters since. The position peaked at $27K in Q1 2025. 215 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • WPG Advisers held 305 shares of Equitable Holdings worth $13.4K as of Q2 2026.
  • WPG Advisers bought 39 Equitable Holdings shares in Q2 2026, an estimated $1.63K.
  • Equitable Holdings made up 0.01% of WPG Advisers's portfolio in Q2 2026, its #675 holding.
  • WPG Advisers first reported a position in Equitable Holdings in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's Equitable Holdings position peaked at $27K in Q1 2025.
  • 215 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.