Biltmore Family Office’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Biltmore Family Office’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	$856	Hold	20	–	–	﹤0.01%	328
2026 Q1	$816	Hold	20	–	–	﹤0.01%	318
2025 Q4	$926	Hold	20	–	–	﹤0.01%	324
2025 Q3	$884	Hold	20	–	–	﹤0.01%	282
2025 Q2	$949	Hold	20	–	–	﹤0.01%	274
2025 Q1	$874	Hold	20	–	–	﹤0.01%	264
2024 Q4	$905	Hold	20	–	–	﹤0.01%	258
2024 Q3	$1.01K	Hold	20	–	–	﹤0.01%	262
2024 Q2	$966	Hold	20	–	–	﹤0.01%	242
2024 Q1	$871	Hold	20	–	–	﹤0.01%	230
2023 Q4	$820	Hold	20	–	–	﹤0.01%	225
2023 Q3	$735	Hold	20	–	–	﹤0.01%	235
2023 Q2	$696	Buy	+20	New	+$663	﹤0.01%	223

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

Biltmore Family Office's EPI Position: Q2 2026 in Review

Biltmore Family Office held its WisdomTree India Earnings Fund ETF (EPI) position steady in Q2 2026 at 20 shares worth $856. The position accounts for ﹤0.01% of the portfolio, ranked #328.

Biltmore Family Office first reported a position in EPI in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.01K in Q3 2024. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Biltmore Family Office held 20 shares of WisdomTree India Earnings Fund ETF worth $856 as of Q2 2026.
Biltmore Family Office left its WisdomTree India Earnings Fund ETF share count unchanged in Q2 2026.
WisdomTree India Earnings Fund ETF made up ﹤0.01% of Biltmore Family Office's portfolio in Q2 2026, its #328 holding.
Biltmore Family Office first reported a position in WisdomTree India Earnings Fund ETF in Q2 2023 and has held it in 13 quarters since.
Biltmore Family Office's WisdomTree India Earnings Fund ETF position peaked at $1.01K in Q3 2024.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.