Brown Advisory’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Brown Advisory’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	–	Sell	-14,045	Closed	-$650K	–	1410
2025 Q4	$650K	Hold	14,045	–	–	﹤0.01%	981
2025 Q3	$621K	Sell	14,045 -124	-0.9%	-$5.63K	﹤0.01%	978
2025 Q2	$673K	Sell	14,169 -3,094	-18%	-$140K	﹤0.01%	913
2025 Q1	$755K	Buy	17,263 +1,855	+12%	+$79.5K	﹤0.01%	858
2024 Q4	$698K	Sell	15,408 -311	-2%	-$14.7K	﹤0.01%	907
2024 Q3	$793K	Buy	15,719 +435	+3%	+$21.5K	﹤0.01%	844
2024 Q2	$738K	Hold	15,284	–	–	﹤0.01%	845
2024 Q1	$666K	Hold	15,284	–	–	﹤0.01%	874
2023 Q4	$627K	Hold	15,284	–	–	﹤0.01%	869
2023 Q3	$562K	Buy	+15,284	New	+$553K	﹤0.01%	878
2013 Q3	–	Sell	-224	Closed	-$4K	–	901
2013 Q2	$4K	Buy	+224	New	+$3.99K	﹤0.01%	864

Other funds holding EPI

MIH

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

Clal Insurance Tel-Aviv, Israel $16.6B 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 $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Brown Advisory's EPI Position: Q1 2026 in Review

Brown Advisory sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2026, closing a stake of 14,045 shares — an estimated $650K sold.

Brown Advisory first reported a position in EPI in Q2 2013 and held it in 11 quarters. The position peaked at $793K in Q3 2024. 272 funds tracked by Wall St. Rank hold EPI as of Q1 2026.

Brown Advisory reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2026 after selling out during the quarter.
Brown Advisory sold 14,045 WisdomTree India Earnings Fund ETF shares in Q1 2026, an estimated $650K.
Brown Advisory first reported a position in WisdomTree India Earnings Fund ETF in Q2 2013 and held it in 11 quarters.
Brown Advisory's WisdomTree India Earnings Fund ETF position peaked at $793K in Q3 2024.
272 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2026.

Based on Brown Advisory's 13F filing for Q1 2026, filed 15 May 2026.