Epoch Investment Partners, Inc.
Holdings in WSO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $45,532,389 | 135,131 | Shares | Other | 2026-02-13 |
| 2025-09-30 | $12,752,429 | 31,542 | Shares | Defined | 2025-11-13 |
| 2021-09-30 | $60,495,041 | 228,611 | Shares | Other | 2021-11-12 |
| 2021-06-30 | $89,588,757 | 312,548 | Shares | Other | 2021-08-13 |
| 2021-03-31 | $95,389,129 | 365,826 | Shares | Other | 2021-05-17 |
| 2020-12-31 | $111,386,026 | 491,662 | Shares | Defined | 2021-02-12 |
| 2020-09-30 | $117,837,915 | 505,981 | Shares | Defined | 2020-11-13 |
| 2020-06-30 | $97,495,993 | 548,655 | Shares | Defined | 2020-08-13 |
| 2020-03-31 | $87,361,828 | 552,818 | Shares | Defined | 2020-05-14 |