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
2018 Q1	–	Sell	-100,000	Closed	-$2.78M	–	7155
2017 Q4	$2.78M	Sell	100,000 -150,000	-60%	-$4M	﹤0.01%	3671
2017 Q3	$6.29M	Sell	250,000 -100,000	-29%	-$2.6M	﹤0.01%	2963
2017 Q2	$8.58M	Sell	350,000 -625,000	-64%	-$15.5M	﹤0.01%	2524
2017 Q1	$23.5M	Buy	+975,000	New	+$21.7M	﹤0.01%	1615
2015 Q1	–	Sell	-722,900	Closed	-$15.9M	–	7178
2014 Q4	$15.9M	Buy	722,900 +706,600	+4,335%	+$15.9M	0.01%	1556
2014 Q3	$357K	Buy	16,300 +7,100	+77%	+$160K	﹤0.01%	4884
2014 Q2	$207K	Sell	9,200 -14,400	-61%	-$300K	﹤0.01%	5526
2014 Q1	$447K	Buy	23,600 +8,000	+51%	+$137K	﹤0.01%	4711
2013 Q4	$272K	Sell	15,600 -1,300	-8%	-$21.6K	﹤0.01%	5306
2013 Q3	$259K	Buy	+16,900	New	+$262K	﹤0.01%	5224

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 $16.6B AUM 68.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 $2.44B AUM 24.95% 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. 273 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.
273 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.