Apollon Wealth Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Apollon Wealth Management’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	–	Sell	-32,844	Closed	-$1.34M	–	1609
2026 Q1	$1.34M	Buy	32,844 +5,019	+18%	+$222K	0.02%	493
2025 Q4	$1.29M	Buy	27,825 +941	+4%	+$43.1K	0.02%	491
2025 Q3	$1.19M	Hold	26,884	–	–	0.02%	519
2025 Q2	$1.28M	Buy	26,884 +22,266	+482%	+$1.01M	0.03%	484
2025 Q1	$202K	Sell	4,618 -940	-17%	-$40.3K	﹤0.01%	1101
2024 Q4	$252K	Sell	5,558 -32	-0.6%	-$1.52K	0.01%	1009
2024 Q3	$282K	Buy	5,590 +103	+2%	+$5.08K	0.01%	924
2024 Q2	$265K	Hold	5,487	–	–	0.01%	908
2024 Q1	$239K	Buy	5,487 +134	+3%	+$5.76K	0.01%	959
2023 Q4	$219K	Buy	+5,353	New	+$203K	0.01%	966

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

Apollon Wealth Management's EPI Position: Q2 2026 in Review

Apollon Wealth Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2026, closing a stake of 32,844 shares — an estimated $1.34M sold.

Apollon Wealth Management first reported a position in EPI in Q4 2023 and held it in 10 quarters. The position peaked at $1.34M in Q1 2026. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Apollon Wealth Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2026 after selling out during the quarter.
Apollon Wealth Management sold 32,844 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $1.34M.
Apollon Wealth Management first reported a position in WisdomTree India Earnings Fund ETF in Q4 2023 and held it in 10 quarters.
Apollon Wealth Management's WisdomTree India Earnings Fund ETF position peaked at $1.34M in Q1 2026.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.