BCS Private Wealth Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

BCS Private 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	–	Sell	-6,000	Closed	-$245K	–	199
2026 Q1	$245K	Buy	6,000 +1,500	+33%	+$66.3K	0.07%	166
2025 Q4	$208K	Buy	+4,500	New	+$206K	0.07%	170
2025 Q3	–	Sell	-4,500	Closed	-$214K	–	170
2025 Q2	$214K	Buy	+4,500	New	+$204K	0.08%	162

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

BCS Private Wealth Management's EPI Position: Q2 2026 in Review

BCS Private Wealth Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2026, closing a stake of 6,000 shares — an estimated $245K sold.

BCS Private Wealth Management first reported a position in EPI in Q2 2025 and held it in 3 quarters. The position peaked at $245K in Q1 2026. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

BCS Private Wealth Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2026 after selling out during the quarter.
BCS Private Wealth Management sold 6,000 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $245K.
BCS Private Wealth Management first reported a position in WisdomTree India Earnings Fund ETF in Q2 2025 and held it in 3 quarters.
BCS Private Wealth Management's WisdomTree India Earnings Fund ETF position peaked at $245K in Q1 2026.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on BCS Private Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.