Atria Investments’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Atria Investments’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	$2.34M	Sell	54,660 -10,962	-17%	-$467K	0.02%	683
2026 Q1	$2.68M	Buy	65,622 +3,574	+6%	+$158K	0.03%	581
2025 Q4	$2.87M	Sell	62,048 -4,222	-6%	-$193K	0.03%	581
2025 Q3	$2.93M	Buy	66,270 +6,054	+10%	+$275K	0.03%	575
2025 Q2	$2.86M	Buy	60,216 +4,717	+8%	+$214K	0.03%	584
2025 Q1	$2.43M	Buy	55,499 +48,633	+708%	+$2.09M	0.03%	631
2024 Q4	$311K	Buy	+6,866	New	+$326K	﹤0.01%	1581

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

Atria Investments's EPI Position: Q2 2026 in Review

Atria Investments reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 17% in Q2 2026, selling an estimated $467K and leaving 54,660 shares worth $2.34M. The position accounts for 0.02% of the portfolio, ranked #683.

Atria Investments first reported a position in EPI in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.93M in Q3 2025. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Atria Investments held 54,660 shares of WisdomTree India Earnings Fund ETF worth $2.34M as of Q2 2026.
Atria Investments sold 10,962 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $467K.
WisdomTree India Earnings Fund ETF made up 0.02% of Atria Investments's portfolio in Q2 2026, its #683 holding.
Atria Investments first reported a position in WisdomTree India Earnings Fund ETF in Q4 2024 and has held it in 7 quarters since.
Atria Investments's WisdomTree India Earnings Fund ETF position peaked at $2.93M in Q3 2025.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.