Capital Investment Advisory Services’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Capital Investment Advisory Services’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	$374K	Buy	8,750 +300	+4%	+$12.8K	0.02%	509
2026 Q1	$345K	Sell	8,450 -50	-0.6%	-$2.21K	0.03%	479
2025 Q4	$393K	Hold	8,500	–	–	0.03%	433
2025 Q3	$376K	Hold	8,500	–	–	0.03%	428
2025 Q2	$403K	Buy	8,500 +600	+8%	+$27.2K	0.03%	387
2025 Q1	$345K	Buy	+7,900	New	+$339K	0.03%	399
2019 Q2	–	Sell	-90	Closed	-$2K	–	1410
2019 Q1	$2K	Hold	90	–	–	﹤0.01%	1098
2018 Q4	$2K	Buy	+90	New	+$2.1K	﹤0.01%	1049

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

Capital Investment Advisory Services's EPI Position: Q2 2026 in Review

Capital Investment Advisory Services increased its WisdomTree India Earnings Fund ETF (EPI) stake by 3.6% in Q2 2026, buying an estimated $12.8K and bringing the position to 8,750 shares worth $374K. The position accounts for 0.02% of the portfolio, ranked #509.

Capital Investment Advisory Services first reported a position in EPI in Q4 2018 and has held it in 8 quarters since. The position peaked at $403K in Q2 2025. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Capital Investment Advisory Services held 8,750 shares of WisdomTree India Earnings Fund ETF worth $374K as of Q2 2026.
Capital Investment Advisory Services bought 300 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $12.8K.
WisdomTree India Earnings Fund ETF made up 0.02% of Capital Investment Advisory Services's portfolio in Q2 2026, its #509 holding.
Capital Investment Advisory Services first reported a position in WisdomTree India Earnings Fund ETF in Q4 2018 and has held it in 8 quarters since.
Capital Investment Advisory Services's WisdomTree India Earnings Fund ETF position peaked at $403K in Q2 2025.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.