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Arax Advisory Partners’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Arax Advisory Partners’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 		$210K Buy
4,916
+2,034
+71% +$86.7K ﹤0.01% 2219
2026
Q1 		$118K Buy
+2,882
New +$127K ﹤0.01% 1312
2025
Q1 		– Sell
-69
Closed -$3.12K – 2790
2024
Q4 		$3.12K Hold
69
– – ﹤0.01% 1897
2024
Q3 		$3.48K Buy
+69
New +$3.4K ﹤0.01% 1863

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

Arax Advisory Partners's EPI Position: Q2 2026 in Review

Arax Advisory Partners increased its WisdomTree India Earnings Fund ETF (EPI) stake by 71% in Q2 2026, buying an estimated $86.7K and bringing the position to 4,916 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #2219.

Arax Advisory Partners first reported a position in EPI in Q3 2024 and has held it in 4 quarters since. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • Arax Advisory Partners held 4,916 shares of WisdomTree India Earnings Fund ETF worth $210K as of Q2 2026.
  • Arax Advisory Partners bought 2,034 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $86.7K.
  • WisdomTree India Earnings Fund ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2219 holding.
  • Arax Advisory Partners first reported a position in WisdomTree India Earnings Fund ETF in Q3 2024 and has held it in 4 quarters since.
  • 250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.