AlphaCore Capital’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

AlphaCore Capital’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	-300	Closed	-$13.9K	–	1318
2025 Q4	$13.9K	Hold	300	–	–	﹤0.01%	1292
2025 Q3	$13.3K	Buy	+300	New	+$13.6K	﹤0.01%	973
2024 Q2	–	Sell	-465	Closed	-$20.3K	–	232
2024 Q1	$20.3K	Sell	465 -335	-42%	-$14.4K	0.01%	163
2023 Q4	$32.8K	Buy	+800	New	+$30.3K	﹤0.01%	293
2020 Q2	–	Sell	-200	Closed	-$3K	–	146
2020 Q1	$3K	Hold	200	–	–	﹤0.01%	279
2019 Q4	$5K	Buy	+200	New	+$4.85K	﹤0.01%	116

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 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

AlphaCore Capital's EPI Position: Q1 2026 in Review

AlphaCore Capital sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2026, closing a stake of 300 shares — an estimated $13.9K sold.

AlphaCore Capital first reported a position in EPI in Q4 2019 and held it in 6 quarters. The position peaked at $32.8K in Q4 2023. 275 funds tracked by Wall St. Rank hold EPI as of Q1 2026.

AlphaCore Capital reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2026 after selling out during the quarter.
AlphaCore Capital sold 300 WisdomTree India Earnings Fund ETF shares in Q1 2026, an estimated $13.9K.
AlphaCore Capital first reported a position in WisdomTree India Earnings Fund ETF in Q4 2019 and held it in 6 quarters.
AlphaCore Capital's WisdomTree India Earnings Fund ETF position peaked at $32.8K in Q4 2023.
275 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.