Allworth Financial’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Allworth Financial’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 Q2	$2.03M	Sell	47,343 -1,150	-2%	-$49K	0.01%	527
2026 Q1	$1.98M	Buy	48,493 +3,650	+8%	+$161K	0.01%	539
2025 Q4	$2.08M	Sell	44,843 -14,338	-24%	-$657K	0.01%	506
2025 Q3	$2.62M	Sell	59,181 -388	-0.7%	-$17.6K	0.01%	455
2025 Q2	$2.83M	Buy	59,569 +59,088	+12,284%	+$2.68M	0.01%	421
2025 Q1	$21.9K	Hold	481	–	–	﹤0.01%	2027
2024 Q4	$20.9K	Hold	481	–	–	﹤0.01%	2062
2024 Q3	$24.3K	Sell	481 -597	-55%	-$29.4K	﹤0.01%	1791
2024 Q2	$52.6K	Sell	1,078 -4,556	-81%	-$208K	﹤0.01%	1365
2024 Q1	$245K	Sell	5,634 -5,339	-49%	-$229K	﹤0.01%	718
2023 Q4	$450K	Buy	10,973 +10,833	+7,738%	+$411K	﹤0.01%	540
2023 Q3	$5.15K	Hold	140	–	–	﹤0.01%	2091
2023 Q2	$4.87K	Buy	+140	New	+$4.64K	﹤0.01%	2108
2022 Q3	–	Sell	-74	Closed	-$2K	–	2777
2022 Q2	$2K	Buy	+74	New	+$2.52K	﹤0.01%	1991

Other funds holding EPI

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Allworth Financial's EPI Position: Q2 2026 in Review

Allworth Financial reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 2.4% in Q2 2026, selling an estimated $49K and leaving 47,343 shares worth $2.03M. The position accounts for 0.01% of the portfolio, ranked #527.

Allworth Financial first reported a position in EPI in Q2 2022 and has held it in 14 quarters since. The position peaked at $2.83M in Q2 2025. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Allworth Financial held 47,343 shares of WisdomTree India Earnings Fund ETF worth $2.03M as of Q2 2026.
Allworth Financial sold 1,150 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $49K.
WisdomTree India Earnings Fund ETF made up 0.01% of Allworth Financial's portfolio in Q2 2026, its #527 holding.
Allworth Financial first reported a position in WisdomTree India Earnings Fund ETF in Q2 2022 and has held it in 14 quarters since.
Allworth Financial's WisdomTree India Earnings Fund ETF position peaked at $2.83M in Q2 2025.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.