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Disclosery

Epoch Investment Partners, Inc.: WSO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Epoch Investment Partners, Inc. on WSO, newest first. How the timeline and the estimate are built.

Epoch Investment Partners, Inc. held 131,903 WSO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 131,903 shares
    Change vs previous 13F -1,566 shares

    0.31% of the 13F portfolio, value $54,967,937.

    13F-HR 0001172661-26-003392 filed by Epoch Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 133,469 shares
    Change vs previous 13F -1,662 shares

    0.29% of the 13F portfolio, value $48,554,687.

    13F-HR 0001172661-26-001965 filed by Epoch Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 135,131 shares
    Change vs previous 13F +103,589 shares

    0.26% of the 13F portfolio, value $45,532,390.

    13F-HR 0001172661-26-000792 filed by Epoch Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 31,542 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $12,752,431.

    13F-HR 0001172661-25-004773 filed by Epoch Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).