Position in ETSY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$710,437
+$353,680 QoQ
Shares Held
9,431
+32.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#259
of 554 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in ETSY Over Time
Shares Held
Position Value (USD)
Position in Internet Retail
Consumer Cyclical · as of Jun 30, 2026EP Wealth Advisors, LLC holds $347,497,179 across 7 Internet Retail names. ETSY ranks #3 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
|
1,431,137 | $341,097,192 | |
| 2 | EBAY |
Ebay Inc
|
36,349 | $4,062,000 | |
| 3 | ETSY |
Etsy Inc
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|
9,431 | $710,437 | |
| 4 | BABA |
Alibaba Group Holding Ltd
|
7,147 | $685,969 | |
| 5 | SE |
Sea Ltd
|
4,176 | $400,186 | |
| 6 | MELI |
Mercadolibre Inc
|
181 | $307,227 | |
| 7 | DASH |
DoorDash, Inc.
|
1,269 | $234,168 |
All Filings in ETSY
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $710,437 | 9,431 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $356,757 | 7,138 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $271,212 | 4,892 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $277,535 | 5,533 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $276,757 | 5,866 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||