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	–	603
2017 Q4	$60K	Buy	+2,047	New	+$54.6K	0.02%	628

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 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

Calton & Associates's EPI Position: Q1 2026 in Review

Calton & Associates sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2026, closing a stake of 13,355 shares — an estimated $618K sold.

Calton & Associates first reported a position in EPI in Q4 2017 and held it in 8 quarters. The position peaked at $1.52M in Q2 2025. 275 funds tracked by Wall St. Rank hold EPI as of Q1 2026.

Calton & Associates reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2026 after selling out during the quarter.
Calton & Associates sold 13,355 WisdomTree India Earnings Fund ETF shares in Q1 2026, an estimated $618K.
Calton & Associates first reported a position in WisdomTree India Earnings Fund ETF in Q4 2017 and held it in 8 quarters.
Calton & Associates's WisdomTree India Earnings Fund ETF position peaked at $1.52M in Q2 2025.
275 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2026.

Based on Calton & Associates's 13F filing for Q1 2026, filed 13 May 2026.