Sendero Wealth Management Boosts Stake in Eagle Capital Select Equity ETF

Firm increases holdings in the actively managed global value stock ETF by 28.6% in Q4 2025.

Mar. 27, 2026 at 10:18am

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Sendero Wealth Management LLC increased its stake in the Eagle Capital Select Equity ETF (EAGL) by 28.6% in the fourth quarter of 2025, according to a recent SEC filing. The firm now owns 2,349,314 shares of the actively managed global value stock ETF, making it the second-largest holding in Sendero's portfolio at 8.5% of total assets.

Why it matters

The increased investment in EAGL by Sendero Wealth Management, a prominent Texas-based wealth management firm, signals confidence in the fund's strategy of selecting undervalued global stocks. The ETF's active management approach and focus on value stocks have attracted attention from institutional investors seeking diversified equity exposure.

The details

In its 13F filing, Sendero Wealth Management reported purchasing an additional 522,252 shares of the Eagle Capital Select Equity ETF during the fourth quarter of 2025. This increased the firm's total holdings in the ETF to 2,349,314 shares, or approximately 8.5% of its $76.3 million portfolio. The ETF, which converted from a separately managed account in March 2024, invests in a diversified basket of global value stocks selected by the fund's advisers based on their assessment of long-term intrinsic value.

  • Sendero Wealth Management increased its stake in the Eagle Capital Select Equity ETF during the fourth quarter of 2025.
  • The Eagle Capital Select Equity ETF converted from a separately managed account in March 2024.

The players

Sendero Wealth Management LLC

A Texas-based wealth management firm that has increased its holdings in the Eagle Capital Select Equity ETF to 8.5% of its total portfolio.

Eagle Capital Select Equity ETF

An actively managed exchange-traded fund that invests in a diversified portfolio of global value stocks, based on the advisers' assessment of long-term intrinsic value.

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The takeaway

Sendero Wealth Management's increased investment in the Eagle Capital Select Equity ETF reflects the firm's confidence in the fund's active management approach and focus on global value stocks. This move highlights the growing institutional interest in diversified, actively managed equity funds that aim to identify undervalued opportunities across international markets.