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

Aptus Capital Advisors’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 		$305K Sell
7,134
-491
-6% -$20.9K ﹤0.01% 940
2026
Q1 		$311K Buy
7,625
+1,224
+19% +$54.1K ﹤0.01% 863
2025
Q4 		$296K Buy
6,401
+5,172
+421% +$237K ﹤0.01% 888
2025
Q3 		$54.3K Sell
1,229
-1,271
-51% -$57.7K ﹤0.01% 1219
2025
Q2 		$119K Sell
2,500
-503
-17% -$22.8K ﹤0.01% 1048
2025
Q1 		$131K Buy
3,003
+1,323
+79% +$56.7K ﹤0.01% 967
2024
Q4 		$76K Buy
1,680
+1,195
+246% +$56.7K ﹤0.01% 1050
2024
Q3 		$24.5K Hold
485
– – ﹤0.01% 1014
2024
Q2 		$23.4K Sell
485
-793
-62% -$36.2K ﹤0.01% 963
2024
Q1 		$55.7K Sell
1,278
-122
-9% -$5.24K ﹤0.01% 882
2023
Q4 		$57.4K Buy
+1,400
New +$53.1K ﹤0.01% 668
2023
Q2 		– Sell
-1,000
Closed -$31.5K – 817
2023
Q1 		$31.5K Sell
1,000
-403
-29% -$13K ﹤0.01% 598
2022
Q4 		$45.7K Sell
1,403
-68
-5% -$2.2K ﹤0.01% 602
2022
Q3 		$45K Buy
1,471
+471
+47% +$15K ﹤0.01% 562
2022
Q2 		$30K Buy
+1,000
New +$34.1K ﹤0.01% 510

Other funds holding EPI

MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
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

Aptus Capital Advisors's EPI Position: Q2 2026 in Review

Aptus Capital Advisors reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 6.4% in Q2 2026, selling an estimated $20.9K and leaving 7,134 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #940.

Aptus Capital Advisors first reported a position in EPI in Q2 2022 and has held it in 15 quarters since. The position peaked at $311K in Q1 2026. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • Aptus Capital Advisors held 7,134 shares of WisdomTree India Earnings Fund ETF worth $305K as of Q2 2026.
  • Aptus Capital Advisors sold 491 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $20.9K.
  • WisdomTree India Earnings Fund ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #940 holding.
  • Aptus Capital Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q2 2022 and has held it in 15 quarters since.
  • Aptus Capital Advisors's WisdomTree India Earnings Fund ETF position peaked at $311K in Q1 2026.
  • 250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.