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Beacon Pointe Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Beacon Pointe Advisors’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 		$1.11M Buy
27,320
+16,555
+154% +$732K 0.01% 956
2025
Q4 		$498K Sell
10,765
-19,165
-64% -$878K ﹤0.01% 1078
2025
Q3 		$1.32M Sell
29,930
-297
-1% -$13.5K 0.01% 664
2025
Q2 		$1.43M Sell
30,227
-4,984
-14% -$226K 0.02% 567
2025
Q1 		$1.54M Buy
35,211
+549
+2% +$23.5K 0.02% 521
2024
Q4 		$1.57M Sell
34,662
-8,749
-20% -$415K 0.02% 518
2024
Q3 		$2.19M Buy
43,411
+8,874
+26% +$438K 0.03% 451
2024
Q2 		$1.67M Buy
34,537
+7,525
+28% +$343K 0.02% 515
2024
Q1 		$1.18M Sell
27,012
-3,668
-12% -$158K 0.01% 643
2023
Q4 		$1.26M Buy
30,680
+3,270
+12% +$124K 0.02% 597
2023
Q3 		$1.01M Hold
27,410
– – 0.01% 625
2023
Q2 		$954K Buy
27,410
+400
+1% +$13.3K 0.02% 538
2023
Q1 		$852K Hold
27,010
– – 0.01% 584
2022
Q4 		$880K Buy
27,010
+6,373
+31% +$206K 0.02% 533
2022
Q3 		$630K Sell
20,637
-8,832
-30% -$281K 0.01% 577
2022
Q2 		$876K Sell
29,469
-1,737
-6% -$59.2K 0.02% 501
2022
Q1 		$1.12M Buy
31,206
+7,119
+30% +$258K 0.02% 583
2021
Q4 		$879K Sell
24,087
-200
-0.8% -$7.48K 0.02% 397
2021
Q3 		$908K Buy
24,287
+18,030
+288% +$641K 0.02% 428
2021
Q2 		$212K Buy
+6,257
New +$204K 0.01% 781

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $7.29B AUM 16.22% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

Beacon Pointe Advisors's EPI Position: Q1 2026 in Review

Beacon Pointe Advisors increased its WisdomTree India Earnings Fund ETF (EPI) stake by 154% in Q1 2026, buying an estimated $732K and bringing the position to 27,320 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #956.

Beacon Pointe Advisors first reported a position in EPI in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.19M in Q3 2024. 272 funds tracked by Wall St. Rank hold EPI as of Q1 2026.

  • Beacon Pointe Advisors held 27,320 shares of WisdomTree India Earnings Fund ETF worth $1.11M as of Q1 2026.
  • Beacon Pointe Advisors bought 16,555 WisdomTree India Earnings Fund ETF shares in Q1 2026, an estimated $732K.
  • WisdomTree India Earnings Fund ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #956 holding.
  • Beacon Pointe Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q2 2021 and has held it in 20 quarters since.
  • Beacon Pointe Advisors's WisdomTree India Earnings Fund ETF position peaked at $2.19M in Q3 2024.
  • 272 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.