Advisory Alpha’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Advisory Alpha’s Portfolio EPI Stock Details EPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-4,571	Closed	-$212K	–	552
2025 Q4	$212K	Buy	+4,571	New	+$209K	0.01%	488
2025 Q1	–	Sell	-5,027	Closed	-$228K	–	461
2024 Q4	$228K	Hold	5,027	–	–	0.01%	396
2024 Q3	$254K	Buy	+5,027	New	+$248K	0.01%	356
2020 Q4	–	Sell	-500	Closed	-$12K	–	256
2020 Q3	$12K	Buy	+500	New	+$11.4K	﹤0.01%	399
2020 Q2	–	Sell	-500	Closed	-$8.74K	–	233
2020 Q1	$8.74K	Hold	500	–	–	﹤0.01%	421
2019 Q4	$12.8K	Buy	+500	New	+$12.1K	﹤0.01%	465

Other funds holding EPI

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

Advisory Alpha's EPI Position: Q1 2026 in Review

Advisory Alpha sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2026, closing a stake of 4,571 shares — an estimated $212K sold.

Advisory Alpha first reported a position in EPI in Q4 2019 and held it in 6 quarters. The position peaked at $254K in Q3 2024. 272 funds tracked by Wall St. Rank hold EPI as of Q1 2026.

Advisory Alpha reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2026 after selling out during the quarter.
Advisory Alpha sold 4,571 WisdomTree India Earnings Fund ETF shares in Q1 2026, an estimated $212K.
Advisory Alpha first reported a position in WisdomTree India Earnings Fund ETF in Q4 2019 and held it in 6 quarters.
Advisory Alpha's WisdomTree India Earnings Fund ETF position peaked at $254K in Q3 2024.
272 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2026.

Based on Advisory Alpha's 13F filing for Q1 2026, filed 14 May 2026.