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 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

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T 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

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return