Calton & Associates’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Calton & Associates’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	-13,355	Closed	-$618K	–	454
2025 Q4	$618K	Buy	+13,355	New	+$612K	0.09%	213
2025 Q3	–	Sell	-32,048	Closed	-$1.52M	–	440
2025 Q2	$1.52M	Buy	32,048 +7,147	+29%	+$324K	0.26%	76
2025 Q1	$1.09M	Buy	24,901 +17,115	+220%	+$734K	0.25%	81
2024 Q4	$352K	Sell	7,786 -7,229	-48%	-$343K	0.16%	136
2024 Q3	$758K	Buy	15,015 +7,271	+94%	+$359K	0.29%	81
2024 Q2	$374K	Buy	7,744 +899	+13%	+$41K	0.19%	115
2024 Q1	$298K	Buy	+6,845	New	+$294K	0.15%	137
2018 Q1	–	Sell	-2,047	Closed	-$60K	–	605
2017 Q4	$60K	Buy	+2,047	New	+$54.6K	0.02%	628

Other funds holding EPI

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

Clal Insurance Tel-Aviv, Israel $16.5B 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 $376B AUM 19.32% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return