Avid Wealth Partners’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Avid Wealth 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	–	Sell	-100,907	Closed	-$4.12M	–	80
2026 Q1	$4.12M	Sell	100,907 -43,774	-30%	-$1.94M	1.95%	16
2025 Q4	$6.7M	Buy	144,681 +46,576	+47%	+$2.13M	3.27%	11
2025 Q3	$4.34M	Buy	98,105 +8,644	+10%	+$392K	2.16%	14
2025 Q2	$4.25M	Buy	89,461 +11,641	+15%	+$528K	2.43%	13
2025 Q1	$3.4M	Buy	77,820 +13,975	+22%	+$599K	2.31%	13
2024 Q4	$2.89M	Sell	63,845 -1,719	-3%	-$81.5K	2.05%	14
2024 Q3	$3.31M	Buy	65,564 +2,803	+4%	+$138K	2.34%	13
2024 Q2	$3.03M	Buy	62,761 +13,879	+28%	+$633K	2.35%	15
2024 Q1	$2.13M	Buy	+48,882	New	+$2.1M	1.71%	17

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

Avid Wealth Partners's EPI Position: Q2 2026 in Review

Avid Wealth Partners sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2026, closing a stake of 100,907 shares — an estimated $4.12M sold.

Avid Wealth Partners first reported a position in EPI in Q1 2024 and held it in 9 quarters. The position peaked at $6.7M in Q4 2025. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Avid Wealth Partners reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2026 after selling out during the quarter.
Avid Wealth Partners sold 100,907 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $4.12M.
Avid Wealth Partners first reported a position in WisdomTree India Earnings Fund ETF in Q1 2024 and held it in 9 quarters.
Avid Wealth Partners's WisdomTree India Earnings Fund ETF position peaked at $6.7M in Q4 2025.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Avid Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.