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

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

Clal Insurance Tel-Aviv, Israel $16.5B 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 $376B AUM 19.32% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of America

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

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

Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return

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