Blue Zone Wealth Advisors, LLC EPI — WISDOMTREE TR

Ownership history in Blue Zone Wealth Advisors, LLC  ·  4 quarters on record

AI Ownership Summary

Blue Zone Wealth Advisors, LLC reported WISDOMTREE TR (EPI) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.09% in 2025 Q3. The latest visible filing shows EPI at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EPI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Blue Zone Wealth Advisors, LLC's position in WISDOMTREE TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

EPI was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EPI stock page Blue Zone Wealth Advisors, LLC fund profile Blue Zone Wealth Advisors, LLC full holdings
How Blue Zone Wealth Advisors, LLC held EPI — position size vs. price
% of Fund (quarterly)    EPI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 8,882 — 0% 0.07% $380K 2026-07-14 $42.30
2026 Q1 REDUCED 12.1% +4.5% ❌ 8,882 -1,226 -12.1% 0.07% $362K 2026-04-16 $43.67
2025 Q4 REDUCED — — — 10,108 -42 -0.4% 0.09% $468K 2026-01-21 $44.17
2025 Q3 INITIATED — — — 10,150 — — 0.09% $449K 2025-10-15 $45.66

🏢 Other funds also holding EPI

As of 2026 Q2 — sorted by position size

Leibman Financial Services, Inc. 4.1% AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 3Y 0.6% Oxinas Partners, LLC 3Y 0.44% WASHINGTON GROWTH STRATEGIES LLC 0.35% Whitaker-Myers Wealth Managers, LTD. 3Y 0.19% BigSur Wealth Management LLC 3Y 7Y 0.13% Congress Park Capital LLC 3Y 7Y 0.12% Harbour Capital Advisors, LLC 3Y 7Y 0.1% Pettinga Financial Advisors LLC 3Y 7Y 0.04% Cohen Klingenstein LLC 3Y 7Y 0.04%

FAQ About Blue Zone Wealth Advisors, LLC and EPI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Blue Zone Wealth Advisors, LLC reported owning EPI?

Blue Zone Wealth Advisors, LLC reported EPI across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported EPI position in Blue Zone Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for EPI was 0.09% in 2025 Q3.

What is the latest reported EPI position on this page?

The most recent filing on this page is 2026 Q2, when Blue Zone Wealth Advisors, LLC reported 8,882 shares, equal to 0.07% of portfolio, with an estimated market value of $380K.

What does the chart on this EPI ownership page compare?

The chart compares Blue Zone Wealth Advisors, LLC's quarterly EPI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Blue Zone Wealth Advisors, LLC time their EPI position?

Based on 13F filing dates vs. subsequent EPI price moves, Blue Zone Wealth Advisors, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on EPI relative to SPY over the holding period was -24.3%.

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