EWP β€” ISH MS SP CA ETF

Ownership history in BAROMETER CAPITAL MANAGEMENT INC.  Β·  5 quarters on record

AI Ownership Summary

BAROMETER CAPITAL MANAGEMENT INC. reported ISH MS SP CA ETF (EWP) in 5 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 2.8% in 2025 Q4. The latest visible filing shows EWP at 2.80% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EWP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BAROMETER CAPITAL MANAGEMENT INC.'s position in ISH MS SP CA ETF, 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
2025 Q4

EWP was reported at 2.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.8% in 2025 Q4

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

Time in book
Holding Window
2025 Q2 to 2025 Q4

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.

EWP stock page BAROMETER CAPITAL MANAGEMENT INC. fund profile BAROMETER CAPITAL MANAGEMENT INC. full holdings
How BAROMETER CAPITAL MANAGEMENT INC. held EWP β€” position size vs. price
% of Fund (quarterly)    EWP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 145,250 +138,150 +1945.8% 2.80% $11.6M 2026-02-14 (Est.) $55.61
2025 Q3 REDUCED 7,100 -1,500 -17.4% 0.08% $351K 2025-11-13 $51.49
2025 Q2 REDUCED 8,600 -23,500 -73.2% 0.10% $379K 2025-08-14 $47.76
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding EWP

As of 2025 Q4 β€” sorted by position size

Tradewinds Capital Management, LLC 3Y 7Y 6.2% Arlington Capital Management, Inc. 3Y 7Y 3.29% Whitcomb & Hess, Inc. 3Y 2.76% Adams Wealth Management 3Y 1.7% INNEALTA CAPITAL, LLC 3Y 7Y 1.6% CacheTech Inc. 1.52% Monument Capital Management 3Y 7Y 1.12% St. Louis Financial Planners Asset Management, LLC 3Y 1.08% New Vernon Capital Holdings II LLC 3Y 7Y 1.05% BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 3Y 0.7%

FAQ About BAROMETER CAPITAL MANAGEMENT INC. and EWP

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

How long has BAROMETER CAPITAL MANAGEMENT INC. reported owning EWP?

BAROMETER CAPITAL MANAGEMENT INC. reported EWP across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported EWP position in BAROMETER CAPITAL MANAGEMENT INC.'s portfolio?

The largest reported portfolio weight for EWP was 2.80% in 2025 Q4.

What is the latest reported EWP position on this page?

The most recent filing on this page is 2025 Q4, when BAROMETER CAPITAL MANAGEMENT INC. reported 145,250 shares, equal to 2.80% of portfolio, with an estimated market value of $11.6M.

What does the chart on this EWP ownership page compare?

The chart compares BAROMETER CAPITAL MANAGEMENT INC.'s quarterly EWP 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.

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