Barrett & Company’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Barrett & Company’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	-4	Closed	-$163	–	713
2026 Q1	$163	Hold	4	–	–	﹤0.01%	644
2025 Q4	$185	Buy	+4	New	+$183	﹤0.01%	653

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

Barrett & Company's EPI Position: Q2 2026 in Review

Barrett & Company sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2026, closing a stake of 4 shares — an estimated $163 sold.

Barrett & Company first reported a position in EPI in Q4 2025 and held it in 2 quarters. The position peaked at $185 in Q4 2025. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Barrett & Company reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2026 after selling out during the quarter.
Barrett & Company sold 4 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $163.
Barrett & Company first reported a position in WisdomTree India Earnings Fund ETF in Q4 2025 and held it in 2 quarters.
Barrett & Company's WisdomTree India Earnings Fund ETF position peaked at $185 in Q4 2025.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.