Bank of America
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Bank of America’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Bank of America’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
Q1 		$42.8M Sell
1,049,136
-404,969
-28% -$17.9M ﹤0.01% 1710
2025
Q4 		$67.3M Sell
1,454,105
-1,020,650
-41% -$46.7M ﹤0.01% 1346
2025
Q3 		$109M Sell
2,474,755
-215,217
-8% -$9.77M 0.01% 1152
2025
Q2 		$128M Buy
2,689,972
+200,526
+8% +$9.1M 0.01% 1021
2025
Q1 		$109M Buy
2,489,446
+219,406
+10% +$9.41M 0.01% 1031
2024
Q4 		$103M Sell
2,270,040
-240,249
-10% -$11.4M 0.01% 1002
2024
Q3 		$127M Buy
2,510,289
+396,015
+19% +$19.5M 0.01% 940
2024
Q2 		$102M Buy
2,114,274
+853,066
+68% +$38.9M 0.01% 1012
2024
Q1 		$54.9M Buy
1,261,208
+804,460
+176% +$34.6M 0.01% 1413
2023
Q4 		$18.7M Buy
456,748
+205,703
+82% +$7.8M ﹤0.01% 2226
2023
Q3 		$9.23M Buy
251,045
+84,017
+50% +$3.04M ﹤0.01% 2794
2023
Q2 		$5.81M Buy
167,028
+30,850
+23% +$1.02M ﹤0.01% 3256
2023
Q1 		$4.3M Buy
136,178
+27,837
+26% +$896K ﹤0.01% 3669
2022
Q4 		$3.53M Buy
108,341
+2,279
+2% +$73.8K ﹤0.01% 3735
2022
Q3 		$3.24M Sell
106,062
-21,771
-17% -$692K ﹤0.01% 3810
2022
Q2 		$3.79M Sell
127,833
-17,136
-12% -$584K ﹤0.01% 3693
2022
Q1 		$5.22M Sell
144,969
-6,358
-4% -$231K ﹤0.01% 3582
2021
Q4 		$5.52M Sell
151,327
-60,441
-29% -$2.26M ﹤0.01% 3564
2021
Q3 		$7.92M Buy
211,768
+62,132
+42% +$2.21M ﹤0.01% 3102
2021
Q2 		$5.07M Sell
149,636
-45,363
-23% -$1.48M ﹤0.01% 3490
2021
Q1 		$6.15M Sell
194,999
-4,942
-2% -$154K ﹤0.01% 3198
2020
Q4 		$5.84M Buy
199,941
+57,116
+40% +$1.49M ﹤0.01% 2993
2020
Q3 		$3.37M Sell
142,825
-13,697
-9% -$311K ﹤0.01% 3274
2020
Q2 		$3.14M Sell
156,522
-109,818
-41% -$2M ﹤0.01% 3269
2020
Q1 		$4.32M Sell
266,340
-90,529
-25% -$2.02M ﹤0.01% 2799
2019
Q4 		$8.88M Sell
356,869
-92,033
-21% -$2.23M ﹤0.01% 2667
2019
Q3 		$10.7M Sell
448,902
-93,774
-17% -$2.25M ﹤0.01% 2435
2019
Q2 		$14.1M Buy
542,676
+7,379
+1% +$191K ﹤0.01% 2190
2019
Q1 		$14.1M Buy
535,297
+117,739
+28% +$2.89M ﹤0.01% 2158
2018
Q4 		$10.4M Sell
417,558
-121,238
-23% -$2.83M ﹤0.01% 2274
2018
Q3 		$13M Sell
538,796
-40,058
-7% -$1.04M ﹤0.01% 2206
2018
Q2 		$14.6M Sell
578,854
-70,798
-11% -$1.84M ﹤0.01% 2087
2018
Q1 		$17M Sell
649,652
-123,091
-16% -$3.39M ﹤0.01% 1923
2017
Q4 		$21.5M Sell
772,743
-218,540
-22% -$5.83M ﹤0.01% 1742
2017
Q3 		$25M Buy
991,283
+270,670
+38% +$7.04M ﹤0.01% 1678
2017
Q2 		$17.7M Sell
720,613
-101,103
-12% -$2.51M ﹤0.01% 1857
2017
Q1 		$19.8M Buy
821,716
+428,148
+109% +$9.54M ﹤0.01% 1755
2016
Q4 		$7.95M Sell
393,568
-45,668
-10% -$949K ﹤0.01% 2507
2016
Q3 		$9.5M Buy
439,236
+130,041
+42% +$2.78M ﹤0.01% 2279
2016
Q2 		$6.24M Sell
309,195
-15,040
-5% -$295K ﹤0.01% 2613
2016
Q1 		$6.33M Sell
324,235
-707,864
-69% -$12.9M ﹤0.01% 2565
2015
Q4 		$20.5M Sell
1,032,099
-196,321
-16% -$3.91M ﹤0.01% 1619
2015
Q3 		$24.5M Buy
1,228,420
+243,934
+25% +$5.07M 0.01% 1461
2015
Q2 		$21.3M Buy
984,486
+232,385
+31% +$5.12M 0.01% 1351
2015
Q1 		$17.1M Sell
752,101
-159,140
-17% -$3.71M 0.01% 1465
2014
Q4 		$20.1M Buy
911,241
+381,193
+72% +$8.57M 0.01% 1379
2014
Q3 		$11.6M Buy
530,048
+62,323
+13% +$1.4M ﹤0.01% 1819
2014
Q2 		$10.5M Buy
467,725
+241,394
+107% +$5.03M ﹤0.01% 1884
2014
Q1 		$4.29M Buy
226,331
+50,195
+28% +$857K ﹤0.01% 2537
2013
Q4 		$3.07M Sell
176,136
-302,911
-63% -$5.04M ﹤0.01% 2915
2013
Q3 		$7.34M Sell
479,047
-232,720
-33% -$3.61M ﹤0.01% 2071
2013
Q2 		$11.5M Buy
+711,767
New +$12.7M ﹤0.01% 1613

Other funds holding EPI

MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 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

Bank of America's EPI Position: Q1 2026 in Review

Bank of America reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 28% in Q1 2026, selling an estimated $17.9M and leaving 1,049,136 shares worth $42.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1710.

Bank of America first reported a position in EPI in Q2 2013 and has held it in 52 quarters since. The position peaked at $128M in Q2 2025. 272 funds tracked by Wall St. Rank hold EPI as of Q1 2026.

  • Bank of America held 1,049,136 shares of WisdomTree India Earnings Fund ETF worth $42.8M as of Q1 2026.
  • Bank of America sold 404,969 WisdomTree India Earnings Fund ETF shares in Q1 2026, an estimated $17.9M.
  • WisdomTree India Earnings Fund ETF made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #1710 holding.
  • Bank of America first reported a position in WisdomTree India Earnings Fund ETF in Q2 2013 and has held it in 52 quarters since.
  • Bank of America's WisdomTree India Earnings Fund ETF position peaked at $128M in Q2 2025.
  • 272 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.