Caldwell Sutter Capital’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Caldwell Sutter Capital’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	$23.5K	Buy	550 +20	+4%	+$853	0.01%	511
2026 Q1	$21.6K	Buy	530 +10	+2%	+$442	0.01%	474
2025 Q4	$24.1K	Buy	520 +85	+20%	+$3.89K	0.01%	455
2025 Q3	$19.2K	Sell	435 -20	-4%	-$908	0.01%	478
2025 Q2	$21.6K	Buy	455 +15	+3%	+$681	0.01%	451
2025 Q1	$19.2K	Buy	440 +70	+19%	+$3K	0.01%	466
2024 Q4	$16.8K	Buy	370 +10	+3%	+$474	0.01%	501
2024 Q3	$18.2K	Buy	360 +20	+6%	+$986	0.01%	495
2024 Q2	$16.4K	Buy	+340	New	+$15.5K	0.01%	506

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

Caldwell Sutter Capital's EPI Position: Q2 2026 in Review

Caldwell Sutter Capital increased its WisdomTree India Earnings Fund ETF (EPI) stake by 3.8% in Q2 2026, buying an estimated $853 and bringing the position to 550 shares worth $23.5K. The position accounts for 0.01% of the portfolio, ranked #511.

Caldwell Sutter Capital first reported a position in EPI in Q2 2024 and has held it in 9 quarters since. The position peaked at $24.1K in Q4 2025. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Caldwell Sutter Capital held 550 shares of WisdomTree India Earnings Fund ETF worth $23.5K as of Q2 2026.
Caldwell Sutter Capital bought 20 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $853.
WisdomTree India Earnings Fund ETF made up 0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #511 holding.
Caldwell Sutter Capital first reported a position in WisdomTree India Earnings Fund ETF in Q2 2024 and has held it in 9 quarters since.
Caldwell Sutter Capital's WisdomTree India Earnings Fund ETF position peaked at $24.1K in Q4 2025.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.