Cambridge Investment Research Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Cambridge Investment Research Advisors’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	$1.54M	Buy	37,748 +1,556	+4%	+$68.8K	﹤0.01%	1816
2025 Q4	$1.68M	Sell	36,192 -35,849	-50%	-$1.64M	﹤0.01%	1690
2025 Q3	$3.18M	Buy	72,041 +3,017	+4%	+$137K	0.01%	1179
2025 Q2	$3.28M	Sell	69,024 -849	-1%	-$38.5K	0.01%	1099
2025 Q1	$3.05M	Buy	69,873 +1,935	+3%	+$83K	0.01%	1081
2024 Q4	$3.08M	Sell	67,938 -6,232	-8%	-$296K	0.01%	1079
2024 Q3	$3.74M	Buy	74,170 +6,779	+10%	+$334K	0.01%	961
2024 Q2	$3.25M	Buy	67,391 +33,001	+96%	+$1.5M	0.01%	983
2024 Q1	$1.5M	Buy	34,390 +18,311	+114%	+$787K	0.01%	1455
2023 Q4	$659K	Buy	16,079 +6,496	+68%	+$246K	﹤0.01%	1968
2023 Q3	$352K	Buy	+9,583	New	+$347K	﹤0.01%	2379
2020 Q1	–	Sell	-10,384	Closed	-$258K	–	2322
2019 Q4	$258K	Buy	10,384 +38	+0.4%	+$922	﹤0.01%	2012
2019 Q3	$247K	Sell	10,346 -942	-8%	-$22.6K	﹤0.01%	1967
2019 Q2	$294K	Buy	11,288 +59	+0.5%	+$1.53K	﹤0.01%	1759
2019 Q1	$296K	Sell	11,229 -2,940	-21%	-$72.1K	﹤0.01%	1813
2018 Q4	$351K	Buy	14,169 +1,037	+8%	+$24.2K	﹤0.01%	1552
2018 Q3	$317K	Sell	13,132 -1,892	-13%	-$49.2K	﹤0.01%	1762
2018 Q2	$378K	Sell	15,024 -4,285	-22%	-$111K	﹤0.01%	1570
2018 Q1	$506K	Sell	19,309 -235	-1%	-$6.46K	0.01%	1350
2017 Q4	$544K	Sell	19,544 -2,526	-11%	-$67.4K	0.01%	1277
2017 Q3	$555K	Buy	22,070 +9,851	+81%	+$256K	0.01%	1204
2017 Q2	$299K	Buy	+12,219	New	+$303K	﹤0.01%	1511

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 $7.29B AUM 16.22% 1-Year Est. Return

CCA

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

Cambridge Investment Research Advisors's EPI Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its WisdomTree India Earnings Fund ETF (EPI) stake by 4.3% in Q1 2026, buying an estimated $68.8K and bringing the position to 37,748 shares worth $1.54M. The position accounts for ﹤0.01% of the portfolio, ranked #1816.

Cambridge Investment Research Advisors first reported a position in EPI in Q2 2017 and has held it in 22 quarters since. The position peaked at $3.74M in Q3 2024. 272 funds tracked by Wall St. Rank hold EPI as of Q1 2026.

Cambridge Investment Research Advisors held 37,748 shares of WisdomTree India Earnings Fund ETF worth $1.54M as of Q1 2026.
Cambridge Investment Research Advisors bought 1,556 WisdomTree India Earnings Fund ETF shares in Q1 2026, an estimated $68.8K.
WisdomTree India Earnings Fund ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #1816 holding.
Cambridge Investment Research Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q2 2017 and has held it in 22 quarters since.
Cambridge Investment Research Advisors's WisdomTree India Earnings Fund ETF position peaked at $3.74M in Q3 2024.
272 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.