Byrne Financial Freedom’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Byrne Financial Freedom’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	-8,505	Closed	-$394K	–	104
2025 Q4	$394K	Sell	8,505 -318	-4%	-$14.6K	0.18%	72
2025 Q3	$390K	Sell	8,823 -4,188	-32%	-$190K	0.19%	65
2025 Q2	$618K	Sell	13,011 -565	-4%	-$25.6K	0.31%	53
2025 Q1	$593K	Buy	13,576 +651	+5%	+$27.9K	0.34%	49
2024 Q4	$585K	Buy	+12,925	New	+$613K	0.26%	53

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 $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

Byrne Financial Freedom's EPI Position: Q1 2026 in Review

Byrne Financial Freedom sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2026, closing a stake of 8,505 shares — an estimated $394K sold.

Byrne Financial Freedom first reported a position in EPI in Q4 2024 and held it in 5 quarters. The position peaked at $618K in Q2 2025. 272 funds tracked by Wall St. Rank hold EPI as of Q1 2026.

Byrne Financial Freedom reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2026 after selling out during the quarter.
Byrne Financial Freedom sold 8,505 WisdomTree India Earnings Fund ETF shares in Q1 2026, an estimated $394K.
Byrne Financial Freedom first reported a position in WisdomTree India Earnings Fund ETF in Q4 2024 and held it in 5 quarters.
Byrne Financial Freedom's WisdomTree India Earnings Fund ETF position peaked at $618K in Q2 2025.
272 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2026.

Based on Byrne Financial Freedom's 13F filing for Q1 2026, filed 27 Apr 2026.