Bartlett & Co Wealth Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Bartlett & Co Wealth Management’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	$175K	Hold	4,100	–	–	﹤0.01%	510
2026 Q1	$176K	Hold	4,100	–	–	﹤0.01%	483
2025 Q4	$190K	Hold	4,100	–	–	﹤0.01%	459
2025 Q3	$181K	Hold	4,100	–	–	﹤0.01%	465
2025 Q2	$195K	Hold	4,100	–	–	﹤0.01%	449
2025 Q1	$179K	Hold	4,100	–	–	﹤0.01%	456
2024 Q4	$186K	Hold	4,100	–	–	﹤0.01%	453
2024 Q3	$207K	Hold	4,100	–	–	﹤0.01%	438
2024 Q2	$198K	Hold	4,100	–	–	﹤0.01%	436
2024 Q1	$179K	Hold	4,100	–	–	﹤0.01%	462
2023 Q4	$169K	Hold	4,100	–	–	﹤0.01%	494
2023 Q3	$151K	Hold	4,100	–	–	﹤0.01%	484
2023 Q2	$143K	Hold	4,100	–	–	﹤0.01%	494
2023 Q1	$129K	Hold	4,100	–	–	﹤0.01%	435
2022 Q4	$134K	Hold	4,100	–	–	﹤0.01%	432
2022 Q3	$125K	Sell	4,100 -1,000	-20%	-$31.8K	﹤0.01%	432
2022 Q2	$151K	Hold	5,100	–	–	﹤0.01%	408
2022 Q1	$184K	Buy	+5,100	New	+$185K	﹤0.01%	396

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

Bartlett & Co Wealth Management's EPI Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its WisdomTree India Earnings Fund ETF (EPI) position steady in Q2 2026 at 4,100 shares worth $175K. The position accounts for ﹤0.01% of the portfolio, ranked #510.

Bartlett & Co Wealth Management first reported a position in EPI in Q1 2022 and has held it in 18 quarters since. The position peaked at $207K in Q3 2024. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Bartlett & Co Wealth Management held 4,100 shares of WisdomTree India Earnings Fund ETF worth $175K as of Q2 2026.
Bartlett & Co Wealth Management left its WisdomTree India Earnings Fund ETF share count unchanged in Q2 2026.
WisdomTree India Earnings Fund ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #510 holding.
Bartlett & Co Wealth Management first reported a position in WisdomTree India Earnings Fund ETF in Q1 2022 and has held it in 18 quarters since.
Bartlett & Co Wealth Management's WisdomTree India Earnings Fund ETF position peaked at $207K in Q3 2024.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.