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

Bulltick 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	–	Sell	-159,876	Closed	-$6.52M	–	140
2026 Q1	$6.52M	Hold	159,876	–	–	1.44%	24
2025 Q4	$7.4M	Sell	159,876 -69	-0%	-$3.16K	1.57%	19
2025 Q3	$7.07M	Sell	159,945 -400	-0.2%	-$18.2K	1.67%	23
2025 Q2	$7.61M	Hold	160,345	–	–	1.88%	11
2025 Q1	$7.01M	Buy	160,345 +45,885	+40%	+$1.97M	1.86%	15
2024 Q4	$5.18M	Buy	114,460 +26,080	+30%	+$1.24M	1.19%	20
2024 Q3	$4.46M	Sell	88,380 -100,405	-53%	-$4.95M	1.08%	28
2024 Q2	$9.11M	Buy	188,785 +48,750	+35%	+$2.22M	2.25%	13
2024 Q1	$6.1M	Buy	+140,035	New	+$6.02M	1.04%	36

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

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

Bulltick Wealth Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2026, closing a stake of 159,876 shares — an estimated $6.52M sold.

Bulltick Wealth Management first reported a position in EPI in Q1 2024 and held it in 9 quarters. The position peaked at $9.11M in Q2 2024. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Bulltick Wealth Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2026 after selling out during the quarter.
Bulltick Wealth Management sold 159,876 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $6.52M.
Bulltick Wealth Management first reported a position in WisdomTree India Earnings Fund ETF in Q1 2024 and held it in 9 quarters.
Bulltick Wealth Management's WisdomTree India Earnings Fund ETF position peaked at $9.11M in Q2 2024.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Bulltick Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.