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Funds Holding EWL

On this page, we present all of the funds holding EWL from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding EWL, with a link to that fund's top holdings. The next columns indicate the amount of EWL stock held by each of the funds holding EWL, followed by the EWL position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 160 funds holding EWL 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 EWL), click the fund name in the "Holder" column of the funds-holding-EWL table below.

HolderAmountPosition Size
($ in 1000's)
 As of
BlackRock Inc.2,228,005$107,546 12/31/2023
     EWL2,228,005$107,546 12/31/2023
Bank of America Corp DE1,896,021$91,521 12/31/2023
     EWL1,896,021$91,521 12/31/2023
1607 Capital Partners LLC1,335,558$64,467 12/31/2023
     EWL1,335,558$64,467 12/31/2023
Allspring Global Investments Holdings LLC1,041,332$49,567 03/31/2024
     EWL1,041,332$49,567 03/31/2024
Assetmark Inc.860,849$41,553 12/31/2023
     EWL860,849$41,553 12/31/2023
TD Asset Management Inc.802,295$38,727 12/31/2023
     EWL802,295$38,727 12/31/2023
Vontobel Holding Ltd.678,390$32,746 12/31/2023
     EWL678,390$32,746 12/31/2023
Morgan Stanley612,638$29,572 12/31/2023
     EWL612,638$29,572 12/31/2023
JPMorgan Chase & Co.566,763$27,358 12/31/2023
     EWL566,763$27,358 12/31/2023
Catalyst Capital Advisors LLC484,989$23,085 03/31/2024
     EWL484,989$23,085 03/31/2024
Millburn Ridgefield Corp467,504$22,566 12/31/2023
     EWL467,504$22,566 12/31/2023
Bank Julius Baer & Co. Ltd Zurich445,217$21,491 12/31/2023
     EWL445,217$21,491 12/31/2023
Envestnet Asset Management Inc.397,215$19,174 12/31/2023
     EWL397,215$19,174 12/31/2023
Polianta Ltd302,700$14,408 03/31/2024
     EWL302,700$14,408 03/31/2024
CX Institutional294,677$14,027 03/31/2024
     EWL294,677$14,027 03/31/2024
UBS Group AG285,108$13,762 12/31/2023
     EWL285,108$13,762 12/31/2023
LPL Financial LLC243,662$11,762 12/31/2023
     EWL243,662$11,762 12/31/2023
Flow Traders U.S. LLC240,701$11,619 12/31/2023
     EWL240,701$11,619 12/31/2023
Advisor Group Holdings Inc.221,527$10,694 12/31/2023
     EWL221,527$10,694 12/31/2023
Qube Research & Technologies Ltd199,011$9,606 12/31/2023
     EWL199,011$9,606 12/31/2023
Cetera Investment Advisers185,314$8,945 12/31/2023
     EWL185,314$8,945 12/31/2023
First Personal Financial Services179,711$8,675 12/31/2023
     EWL179,711$8,675 12/31/2023
Mirae Asset Global Investments Co. Ltd.172,520$8,328 12/31/2023
     EWL172,520$8,328 12/31/2023
New Vernon Capital Holdings II LLC161,364$7,789 12/31/2023
     EWL161,364$7,789 12/31/2023
Syon Capital LLC158,277$7,640 12/31/2023
     EWL158,277$7,640 12/31/2023
Citadel Advisors LLC $7,199 12/31/2023
     EWL150,159$7,248 12/31/2023
     Put1,400$68 12/31/2023
     Call400$19 12/31/2023
HighTower Advisors LLC145,205$7,017 12/31/2023
     EWL145,205$7,017 12/31/2023
Royal Bank of Canada103,634$5,002 12/31/2023
     EWL103,634$5,002 12/31/2023
Wells Fargo & Company MN97,108$4,687 12/31/2023
     EWL97,108$4,687 12/31/2023
Green Harvest Asset Management LLC84,728$4,090 12/31/2023
     EWL84,728$4,090 12/31/2023
Barclays PLC82,442$3,980 12/31/2023
     EWL82,442$3,980 12/31/2023
Desjardins Global Asset Management Inc.73,952$3,570 12/31/2023
     EWL73,952$3,570 12/31/2023
Innealta Capital LLC60,752$2,932 12/31/2023
     EWL60,752$2,932 12/31/2023
Cetera Advisor Networks LLC54,942$2,652 12/31/2023
     EWL54,942$2,652 12/31/2023
Equitable Holdings Inc.54,451$2,628 12/31/2023
     EWL54,451$2,628 12/31/2023
Fisher Asset Management LLC53,045$2,561 12/31/2023
     EWL53,045$2,561 12/31/2023
TD Waterhouse Canada Inc.42,252$2,040 12/31/2023
     EWL42,252$2,040 12/31/2023
Nisa Investment Advisors LLC41,100$1,984 12/31/2023
     EWL41,100$1,984 12/31/2023
Pictet North America Advisors SA41,001$1,979 12/31/2023
     EWL41,001$1,979 12/31/2023
M&T Bank Corp37,139$1,793 12/31/2023
     EWL37,139$1,793 12/31/2023
Idaho Trust Bank36,956$1,784 12/31/2023
     EWL36,956$1,784 12/31/2023
MML Investors Services LLC35,924$1,734 12/31/2023
     EWL35,924$1,734 12/31/2023
Creative Planning35,151$1,697 12/31/2023
     EWL35,151$1,697 12/31/2023
Proquility Private Wealth Partners LLC34,016$1,642 12/31/2023
     EWL34,016$1,642 12/31/2023
Bridgewater Advisors Inc.31,880$1,539 12/31/2023
     EWL31,880$1,539 12/31/2023
Rockefeller Capital Management L.P.30,190$1,457 12/31/2023
     EWL30,190$1,457 12/31/2023
Atria Investments LLC29,342$1,416 12/31/2023
     EWL29,342$1,416 12/31/2023
Hsbc Holdings PLC25,506$1,231 12/31/2023
     EWL25,506$1,231 12/31/2023
Banco Santander S.A.24,553$1,185 12/31/2023
     EWL24,553$1,185 12/31/2023
The PNC Financial Services Group Inc.23,426$1,131 12/31/2023
     EWL23,426$1,131 12/31/2023
Lmcg Investments LLC22,452$1,084 12/31/2023
     EWL22,452$1,084 12/31/2023
GenTrust LLC22,410$1,067 03/31/2024
     EWL22,410$1,067 03/31/2024
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors21,621$1,044 12/31/2023
     EWL21,621$1,044 12/31/2023
Bank of Montreal Can21,500$1,038 12/31/2023
     EWL21,500$1,038 12/31/2023
Steward Partners Investment Advisory LLC21,456$1,036 12/31/2023
     EWL21,456$1,036 12/31/2023
Citigroup Inc.19,350$934 12/31/2023
     EWL19,350$934 12/31/2023
Compagnie Lombard Odier SCmA18,990$917 12/31/2023
     EWL18,990$917 12/31/2023
Evergreen Capital Management LLC18,206$879 12/31/2023
     EWL18,206$879 12/31/2023
Banque Cantonale Vaudoise16,902$805 03/31/2024
     EWL16,902$805 03/31/2024
Atria Wealth Solutions Inc.16,597$801 12/31/2023
     EWL16,597$801 12/31/2023
Renaissance Technologies LLC16,200$782 12/31/2023
     EWL16,200$782 12/31/2023
Global Endowment Management LP16,000$772 12/31/2023
     EWL16,000$772 12/31/2023
Goldman Sachs Group Inc.15,826$764 12/31/2023
     EWL15,826$764 12/31/2023
CIBC World Markets Inc.15,810$763 12/31/2023
     EWL15,810$763 12/31/2023
Legacy Capital Group California Inc.15,561$751 12/31/2023
     EWL15,561$751 12/31/2023
Mount Lucas Management LP15,330$740 12/31/2023
     EWL15,330$740 12/31/2023
Contravisory Investment Management Inc.15,250$726 03/31/2024
     EWL15,250$726 03/31/2024
Zacks Investment Management14,697$709 12/31/2023
     EWL14,697$709 12/31/2023
LFA Lugano Financial Advisors SA14,468$698 12/31/2023
     EWL14,468$698 12/31/2023
Ameliora Wealth Management Ltd.14,134$673 03/31/2024
     EWL14,134$673 03/31/2024
OLD Mission Capital LLC13,151$635 12/31/2023
     EWL13,151$635 12/31/2023
Marotta Asset Management12,878$613 03/31/2024
     EWL12,878$613 03/31/2024
Richardson Financial Services Inc.12,218$590 12/31/2023
     EWL12,218$590 12/31/2023
CI Private Wealth LLC11,634$562 12/31/2023
     EWL11,634$562 12/31/2023
Pathstone Holdings LLC11,409$551 12/31/2023
     EWL11,409$551 12/31/2023
Cetera Advisors LLC11,205$541 12/31/2023
     EWL11,205$541 12/31/2023
Baird Financial Group Inc.11,218$541 12/31/2023
     EWL11,218$541 12/31/2023
EHP Funds Inc.11,000$531 12/31/2023
     EWL11,000$531 12/31/2023
Keel Point LLC10,646$507 03/31/2024
     EWL10,646$507 03/31/2024
National Bank of Canada FI10,378$497 12/31/2023
     EWL10,378$497 12/31/2023
Stifel Financial Corp10,050$485 12/31/2023
     EWL10,050$485 12/31/2023
Commonwealth Equity Services LLC9,978$482 12/31/2023
     EWL9,978$482 12/31/2023
Hudson Value Partners LLC9,436$455 12/31/2023
     EWL9,436$455 12/31/2023
Susquehanna International Group LLP8,238$398 12/31/2023
     EWL8,238$398 12/31/2023
RFG Advisory LLC7,999$381 03/31/2024
     EWL7,999$381 03/31/2024
Trexquant Investment LP7,816$377 12/31/2023
     EWL7,816$377 12/31/2023
Invesco Ltd.7,728$373 12/31/2023
     EWL7,728$373 12/31/2023
East Coast Asset Management LLC.7,667$370 12/31/2023
     EWL7,667$370 12/31/2023
GSA Capital Partners LLP7,500$362 12/31/2023
     EWL7,500$362 12/31/2023
Crabel Capital Management LLC7,415$358 12/31/2023
     EWL7,415$358 12/31/2023
ProVise Management Group LLC7,390$357 12/31/2023
     EWL7,390$357 12/31/2023
Wealth Enhancement Advisory Services LLC7,096$338 03/31/2024
     EWL7,096$338 03/31/2024
Thrivent Financial for Lutherans6,959$336 12/31/2023
     EWL6,959$336 12/31/2023
Henrickson Nauta Wealth Advisors Inc.7,178$331 03/31/2024
     EWL7,178$331 03/31/2024
Ameriprise Financial Inc.6,809$329 12/31/2023
     EWL6,809$329 12/31/2023
US Bancorp DE6,694$323 12/31/2023
     EWL6,694$323 12/31/2023
Raymond James & Associates6,667$317 03/31/2024
     EWL6,667$317 03/31/2024
Rhumbline Advisers6,310$305 12/31/2023
     EWL6,310$305 12/31/2023
AlTi Global Inc.6,220$300 12/31/2023
     EWL6,220$300 12/31/2023
FMR LLC6,112$295 12/31/2023
     EWL6,112$295 12/31/2023
Banque Pictet & Cie SA5,800$280 12/31/2023
     EWL5,800$280 12/31/2023
Global Retirement Partners LLC5,770$275 03/31/2024
     EWL5,770$275 03/31/2024
Coppell Advisory Solutions LLC5,520$266 12/31/2023
     EWL5,520$266 12/31/2023
Exencial Wealth Advisors LLC5,304$256 12/31/2023
     EWL5,304$256 12/31/2023
Csenge Advisory Group5,186$250 12/31/2023
     EWL5,186$250 12/31/2023
Connectus Wealth LLC4,985$241 12/31/2023
     EWL4,985$241 12/31/2023
Ifrah Financial Services Inc.4,966$240 12/31/2023
     EWL4,966$240 12/31/2023
Kestra Advisory Services LLC4,930$238 12/31/2023
     EWL4,930$238 12/31/2023
Savant Capital LLC4,780$231 12/31/2023
     EWL4,780$231 12/31/2023
Integrated Wealth Concepts LLC4,777$231 12/31/2023
     EWL4,777$231 12/31/2023
DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main4,619$222 12/31/2023
     EWL4,619$222 12/31/2023
Unique Wealth Strategies LLC4,601$222 12/31/2023
     EWL4,601$222 12/31/2023
Bellecapital International Ltd.4,491$217 12/31/2023
     EWL4,491$217 12/31/2023
swisspartners Advisors Ltd4,295$207 12/31/2023
     EWL4,295$207 12/31/2023
Comerica Bank3,363$162 12/31/2023
     EWL3,363$162 12/31/2023
AlphaCentric Advisors LLC2,350$112 03/31/2024
     EWL2,350$112 03/31/2024
Tompkins Financial Corp2,200$105 03/31/2024
     EWL2,200$105 03/31/2024
CWM LLC1,868$89 03/31/2024
     EWL1,868$89 03/31/2024
BNP Paribas Arbitrage SA1,393$67 12/31/2023
     EWL1,393$67 12/31/2023
O Shaughnessy Asset Management LLC1,334$64 12/31/2023
     EWL1,334$64 12/31/2023
Massmutual Trust Co. FSB ADV1,066$51 03/31/2024
     EWL1,066$51 03/31/2024
Solstein Capital LLC814$39 03/31/2024
     EWL814$39 03/31/2024
Advisory Services Network LLC728$35 12/31/2023
     EWL728$35 12/31/2023
Spire Wealth Management662$32 03/31/2024
     EWL662$32 03/31/2024
Northwestern Mutual Wealth Management Co.601$29 12/31/2023
     EWL601$29 12/31/2023
Security National Bank497$24 03/31/2024
     EWL497$24 03/31/2024
AlphaMark Advisors LLC475$23 03/31/2024
     EWL475$23 03/31/2024
Hexagon Capital Partners LLC391$19 03/31/2024
     EWL391$19 03/31/2024
Orion Capital Management LLC401$19 12/31/2023
     EWL401$19 12/31/2023
LGT Financial Advisors LLC367$18 12/31/2023
     EWL367$18 12/31/2023
Venturi Wealth Management LLC320$15 03/31/2024
     EWL320$15 03/31/2024
Private Trust Co. NA284$14 03/31/2024
     EWL284$14 03/31/2024
Fairfield Bush & CO.262$13 12/31/2023
     EWL262$13 12/31/2023
Blair William & Co. IL215$10 12/31/2023
     EWL215$10 12/31/2023
Harbour Investments Inc.179$9 12/31/2023
     EWL179$9 12/31/2023
Iron Horse Wealth Management LLC166$8 03/31/2024
     EWL166$8 03/31/2024
GWM Advisors LLC175$8 12/31/2023
     EWL175$8 12/31/2023
Carolinas Wealth Consulting LLC172$8 12/31/2023
     EWL172$8 12/31/2023
Caldwell Sutter Capital Inc.140$7 03/31/2024
     EWL140$7 03/31/2024
MeadowBrook Investment Advisors LLC150$7 12/31/2023
     EWL150$7 12/31/2023
Wetzel Investment Advisors Inc.131$6 03/31/2024
     EWL131$6 03/31/2024
Sandy Spring Bank134$6 12/31/2023
     EWL134$6 12/31/2023
Tower Research Capital LLC TRC 128$6 12/31/2023
     EWL128$6 12/31/2023
Front Row Advisors LLC114$6 12/31/2023
     EWL114$6 12/31/2023
EverSource Wealth Advisors LLC100$5 12/31/2023
     EWL100$5 12/31/2023
Archer Investment Corp94$5 12/31/2023
     EWL94$5 12/31/2023
ICA Group Wealth Management LLC86$4 12/31/2023
     EWL86$4 12/31/2023
Atlas Capital Advisors LLC37$2 03/31/2024
     EWL37$2 03/31/2024
Principal Securities Inc.45$2 12/31/2023
     EWL45$2 12/31/2023
Balentine LLC41$2 12/31/2023
     EWL41$2 12/31/2023
Sound Income Strategies LLC25$1 03/31/2024
     EWL25$1 03/31/2024
Lee Financial Co25$1 12/31/2023
     EWL25$1 12/31/2023
Bogart Wealth LLC30$1 12/31/2023
     EWL30$1 12/31/2023
Investors Research Corp30$1 12/31/2023
     EWL30$1 12/31/2023
Covestor Ltd20$1 12/31/2023
     EWL20$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     EWL0$0 12/31/2023
Toronto Dominion Bank5$0 12/31/2023
     EWL5$0 12/31/2023
Transamerica Financial Advisors Inc.1$0 12/31/2023
     EWL1$0 12/31/2023
Clear Street Markets LLC1$0 12/31/2023
     EWL1$0 12/31/2023
Financial Gravity Asset Management Inc.1$0 12/31/2023
     EWL1$0 12/31/2023
CSS LLC IL5,000$-241 12/31/2023
     Put5,000$241 12/31/2023

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

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