Bogart Wealth LLC’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Bogart Wealth LLC’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	$4.36K	Hold	102	–	–	﹤0.01%	1242
2026 Q1	$4.16K	Hold	102	–	–	﹤0.01%	1111
2025 Q4	$4.72K	Hold	102	–	–	﹤0.01%	1010
2025 Q3	$4.5K	Sell	102 -736	-88%	-$33.4K	﹤0.01%	998
2025 Q2	$39.8K	Hold	838	–	–	﹤0.01%	491
2025 Q1	$36.6K	Hold	838	–	–	﹤0.01%	473
2024 Q4	$37.9K	Sell	838 -2,096	-71%	-$99.4K	﹤0.01%	464
2024 Q3	$148K	Hold	2,934	–	–	0.01%	250
2024 Q2	$142K	Buy	2,934 +2,198	+299%	+$100K	0.01%	245
2024 Q1	$32.1K	Buy	+736	New	+$31.6K	﹤0.01%	445

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

Bogart Wealth LLC's EPI Position: Q2 2026 in Review

Bogart Wealth LLC held its WisdomTree India Earnings Fund ETF (EPI) position steady in Q2 2026 at 102 shares worth $4.36K. The position accounts for ﹤0.01% of the portfolio, ranked #1242.

Bogart Wealth LLC first reported a position in EPI in Q1 2024 and has held it in 10 quarters since. The position peaked at $148K in Q3 2024. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Bogart Wealth LLC held 102 shares of WisdomTree India Earnings Fund ETF worth $4.36K as of Q2 2026.
Bogart Wealth LLC left its WisdomTree India Earnings Fund ETF share count unchanged in Q2 2026.
WisdomTree India Earnings Fund ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1242 holding.
Bogart Wealth LLC first reported a position in WisdomTree India Earnings Fund ETF in Q1 2024 and has held it in 10 quarters since.
Bogart Wealth LLC's WisdomTree India Earnings Fund ETF position peaked at $148K in Q3 2024.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.