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Funds Holding EWI

On this page, we present all of the funds holding EWI from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding EWI, with a link to that fund's top holdings. The next columns indicate the amount of EWI stock held by each of the funds holding EWI, followed by the EWI position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 78 funds holding EWI within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by BlackRock Inc.. For more details on the positions held by BlackRock Inc. (or by any of the other funds holding EWI), click the fund name in the "Holder" column of the funds-holding-EWI table below.

HolderAmountPosition Size
($ in 1000's)
 As of
BlackRock Inc.569,896$19,337 12/31/2023
     EWI569,896$19,337 12/31/2023
Morgan Stanley436,090$14,797 12/31/2023
     EWI436,090$14,797 12/31/2023
Ameriprise Financial Inc.400,441$13,586 12/31/2023
     EWI400,441$13,586 12/31/2023
LPL Financial LLC322,829$10,954 12/31/2023
     EWI322,829$10,954 12/31/2023
CIBC World Markets Inc.263,591$8,944 12/31/2023
     EWI263,591$8,944 12/31/2023
Moran Wealth Management LLC234,471$7,956 12/31/2023
     EWI234,471$7,956 12/31/2023
UBS Group AG189,788$6,440 12/31/2023
     EWI189,788$6,440 12/31/2023
Jane Street Group LLC169,560$5,753 12/31/2023
     EWI169,560$5,753 12/31/2023
NewSquare Capital LLC163,743$5,556 12/31/2023
     EWI163,743$5,556 12/31/2023
Equitable Holdings Inc.159,224$5,402 12/31/2023
     EWI159,224$5,402 12/31/2023
Nilsine Partners LLC149,466$5,071 12/31/2023
     EWI149,466$5,071 12/31/2023
Sepio Capital LP95,244$3,232 12/31/2023
     EWI95,244$3,232 12/31/2023
Bank of America Corp DE95,106$3,227 12/31/2023
     EWI95,106$3,227 12/31/2023
Susquehanna International Group LLP81,810$2,776 12/31/2023
     EWI81,810$2,776 12/31/2023
Wells Fargo & Company MN80,490$2,731 12/31/2023
     EWI80,490$2,731 12/31/2023
Qube Research & Technologies Ltd68,168$2,313 12/31/2023
     EWI68,168$2,313 12/31/2023
Pathstone Holdings LLC58,098$1,971 12/31/2023
     EWI58,098$1,971 12/31/2023
HighTower Advisors LLC52,758$1,798 12/31/2023
     EWI52,758$1,798 12/31/2023
Innealta Capital LLC50,809$1,724 12/31/2023
     EWI50,809$1,724 12/31/2023
JPMorgan Chase & Co.44,065$1,495 12/31/2023
     EWI44,065$1,495 12/31/2023
Renaissance Technologies LLC43,500$1,476 12/31/2023
     EWI43,500$1,476 12/31/2023
Citadel Advisors LLC $1,080 12/31/2023
     EWI36,623$1,243 12/31/2023
     Put4,800$163 12/31/2023
Zacks Investment Management26,961$915 12/31/2023
     EWI26,961$915 12/31/2023
Integrated Wealth Concepts LLC25,959$881 12/31/2023
     EWI25,959$881 12/31/2023
Contravisory Investment Management Inc.22,356$843 03/31/2024
     EWI22,356$843 03/31/2024
DAVENPORT & Co LLC24,300$824 12/31/2023
     EWI24,300$824 12/31/2023
EWG Elevate Inc.20,528$774 03/31/2024
     EWI20,528$774 03/31/2024
Mount Lucas Management LP21,810$740 12/31/2023
     EWI21,810$740 12/31/2023
Royal Bank of Canada20,504$696 12/31/2023
     EWI20,504$696 12/31/2023
Idaho Trust Bank19,307$655 12/31/2023
     EWI19,307$655 12/31/2023
Mirae Asset Global Investments Co. Ltd.18,900$641 12/31/2023
     EWI18,900$641 12/31/2023
OLD Mission Capital LLC18,190$617 12/31/2023
     EWI18,190$617 12/31/2023
Desjardins Global Asset Management Inc.15,772$535 12/31/2023
     EWI15,772$535 12/31/2023
Shayne & CO. LLC14,556$494 12/31/2023
     EWI14,556$494 12/31/2023
KKM Financial LLC14,143$456 12/31/2023
     EWI14,143$456 12/31/2023
Envestnet Asset Management Inc.11,662$396 12/31/2023
     EWI11,662$396 12/31/2023
Commonwealth Equity Services LLC10,845$368 12/31/2023
     EWI10,845$368 12/31/2023
Hollencrest Capital Management10,000$339 12/31/2023
     EWI10,000$339 12/31/2023
Global Endowment Management LP10,000$339 12/31/2023
     EWI10,000$339 12/31/2023
GSA Capital Partners LLP9,401$319 12/31/2023
     EWI9,401$319 12/31/2023
Hilltop Partners LLC8,998$305 12/31/2023
     EWI8,998$305 12/31/2023
Hudson Portfolio Management LLC7,215$245 12/31/2023
     EWI7,215$245 12/31/2023
Bank of New York Mellon Corp7,118$242 12/31/2023
     EWI7,118$242 12/31/2023
Creative Planning6,915$235 12/31/2023
     EWI6,915$235 12/31/2023
Rhumbline Advisers6,270$213 12/31/2023
     EWI6,270$213 12/31/2023
Stifel Financial Corp6,039$205 12/31/2023
     EWI6,039$205 12/31/2023
Adviser Investments LLC5,961$202 12/31/2023
     EWI5,961$202 12/31/2023
Flow Traders U.S. LLC5,922$201 12/31/2023
     EWI5,922$201 12/31/2023
Signaturefd LLC5,800$197 12/31/2023
     EWI5,800$197 12/31/2023
Global Retirement Partners LLC3,448$115 12/31/2023
     EWI3,448$115 12/31/2023
AlphaCentric Advisors LLC3,355$114 12/31/2023
     EWI3,355$114 12/31/2023
BNP Paribas Arbitrage SA2,389$81 12/31/2023
     EWI2,389$81 12/31/2023
Montag A & Associates Inc.1,988$67 12/31/2023
     EWI1,988$67 12/31/2023
Tower Research Capital LLC TRC 1,098$37 12/31/2023
     EWI1,098$37 12/31/2023
DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main1,050$35 12/31/2023
     EWI1,050$35 12/31/2023
The PNC Financial Services Group Inc.700$24 12/31/2023
     EWI700$24 12/31/2023
Citigroup Inc.679$23 12/31/2023
     EWI679$23 12/31/2023
Advisor Group Holdings Inc.671$23 12/31/2023
     EWI671$23 12/31/2023
Comerica Bank660$22 12/31/2023
     EWI660$22 12/31/2023
Hexagon Capital Partners LLC532$20 03/31/2024
     EWI532$20 03/31/2024
CWM LLC424$16 03/31/2024
     EWI424$16 03/31/2024
FMR LLC370$13 12/31/2023
     EWI370$13 12/31/2023
O Dell Group LLC297$10 12/31/2023
     EWI297$10 12/31/2023
Advisory Services Network LLC268$9 12/31/2023
     EWI268$9 12/31/2023
Tradewinds Capital Management LLC224$8 03/31/2024
     EWI224$8 03/31/2024
Coastal Investment Advisors Inc.121$5 03/31/2024
     EWI121$5 03/31/2024
O Shaughnessy Asset Management LLC158$5 12/31/2023
     EWI158$5 12/31/2023
ICA Group Wealth Management LLC140$5 12/31/2023
     EWI140$5 12/31/2023
Private Trust Co. NA98$3 12/31/2023
     EWI98$3 12/31/2023
Grove Bank & Trust100$3 12/31/2023
     EWI100$3 12/31/2023
US Bancorp DE65$2 12/31/2023
     EWI65$2 12/31/2023
GWM Advisors LLC73$2 12/31/2023
     EWI73$2 12/31/2023
Tidemark LLC71$2 12/31/2023
     EWI71$2 12/31/2023
Atlas Capital Advisors LLC24$1 03/31/2024
     EWI24$1 03/31/2024
Covestor Ltd24$1 12/31/2023
     EWI24$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     EWI0$0 12/31/2023
Transamerica Financial Advisors Inc.1$0 12/31/2023
     EWI1$0 12/31/2023
Horizon Investments LLC14$0 12/31/2023
     EWI14$0 12/31/2023
Financial Gravity Asset Management Inc.0$0 12/31/2023
     EWI0$0 12/31/2023

See Summary: Institutional Holders of EWI
See Details: Top 10 Hedge Funds Holding EWI
Also See: EWI Holdings Changes

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