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EWT Holdings Changes image
This page summarizes the EWT holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether EWT is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 
3/31/2024
 Share Count 
Change% Change
13F Filers Increasing EWT Share Count
Allspring Global Investments Holdings LLC 9,496 86,496 +77,000 +810.87%
Wasatch Advisors Inc. 66,425 436,425 +370,000 +557.02%
Sumitomo Mitsui Trust Holdings Inc. 26,969 66,872 +39,903 +147.96%
Altfest L J & Co. Inc. 42,101 58,986 +16,885 +40.11%
Atlas Capital Advisors LLC 939 986 +47 +5.01%
Disciplined Investments LLC 14,282 14,942 +660 +4.62%
13F Filers Reporting New Positions In EWT
IMC Chicago LLC 0 16,494 +16,494 +100%
Coastal Investment Advisors Inc. 0 453 +453 +100%
Register Financial Advisors LLC 0 50 +50 +100%
PFG Investments LLC 0 5,100 +5,100 +100%
13F Filers With Unchanged Share Count
Caldwell Sutter Capital Inc. 245 245 UNCH 0.00%
Factory Mutual Insurance Co. 427,152 427,152 UNCH 0.00%
Franklin Street Advisors Inc. NC 10,000 10,000 UNCH 0.00%
Webster Bank N. A. 880 880 UNCH 0.00%
Hanson & Doremus Investment Management 1,425 1,425 UNCH 0.00%
CWM LLC 95 95 UNCH 0.00%
Rosenberg Matthew Hamilton 1,002 1,002 UNCH 0.00%
13F Filers Decreasing EWT Share Count
Hexagon Capital Partners LLC 478 304 -174 -36.40%
Banque Cantonale Vaudoise 63,162 42,522 -20,640 -32.68%
Boltwood Capital Management 8,200 5,600 -2,600 -31.71%
ARGA Investment Management LP 408,843 372,311 -36,532 -8.94%
Ayalon Holdings Ltd. 12,199 11,136 -1,063 -8.71%
Massmutual Trust Co. FSB ADV 10,494 10,269 -225 -2.14%
Cumberland Advisors Inc. 43,760 43,130 -630 -1.44%
13F Filers Exiting EWT
McGlone Suttner Wealth Management Inc. 126 0 -126 -100.00%
International Assets Investment Management LLC 16,295 0 -16,295 -100.00%
Cutler Group LP 100 0 -100 -100.00%
American National Bank 2,515 0 -2,515 -100.00%

See Summary: Institutional Holders of EWT
See Details: Top 10 Hedge Funds Holding EWT

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