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

BigSur 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	$537K	Sell	12,550 -1,220	-9%	-$52K	0.13%	120
2026 Q1	$562K	Buy	13,770 +3,770	+38%	+$167K	0.16%	114
2025 Q4	$463K	Hold	10,000	–	–	0.11%	123
2025 Q3	$442K	Hold	10,000	–	–	0.11%	125
2025 Q2	$475K	Hold	10,000	–	–	0.12%	123
2025 Q1	$437K	Hold	10,000	–	–	0.12%	123
2024 Q4	$453K	Buy	+10,000	New	+$474K	0.13%	120

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

BigSur Wealth Management's EPI Position: Q2 2026 in Review

BigSur Wealth Management reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 8.9% in Q2 2026, selling an estimated $52K and leaving 12,550 shares worth $537K. The position accounts for 0.13% of the portfolio, ranked #120.

BigSur Wealth Management first reported a position in EPI in Q4 2024 and has held it in 7 quarters since. The position peaked at $562K in Q1 2026. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

BigSur Wealth Management held 12,550 shares of WisdomTree India Earnings Fund ETF worth $537K as of Q2 2026.
BigSur Wealth Management sold 1,220 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $52K.
WisdomTree India Earnings Fund ETF made up 0.13% of BigSur Wealth Management's portfolio in Q2 2026, its #120 holding.
BigSur Wealth Management first reported a position in WisdomTree India Earnings Fund ETF in Q4 2024 and has held it in 7 quarters since.
BigSur Wealth Management's WisdomTree India Earnings Fund ETF position peaked at $562K in Q1 2026.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.