Capital Investment Counsel (Colorado)’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Capital Investment Counsel (Colorado)’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	–	Sell	-207,881	Closed	-$8.48M	–	157
2026 Q1	$8.48M	Sell	207,881 -2,804	-1%	-$124K	1.16%	30
2025 Q4	$9.75M	Buy	210,685 +6,712	+3%	+$307K	1.35%	23
2025 Q3	$9.02M	Buy	203,973 +8,599	+4%	+$390K	1.33%	24
2025 Q2	$9.27M	Buy	195,374 +172,896	+769%	+$7.84M	1.44%	21
2025 Q1	$983K	Buy	22,478 +759	+3%	+$32.5K	0.16%	92
2024 Q4	$983K	Buy	21,719 +5,665	+35%	+$269K	0.16%	92
2024 Q3	$810K	Buy	+16,054	New	+$792K	0.14%	91

Other funds holding EPI

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

KHLMTHM

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $809M AUM 25.2% 1-Year Est. Return

Capital Investment Counsel (Colorado)'s EPI Position: Q2 2026 in Review

Capital Investment Counsel (Colorado) sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2026, closing a stake of 207,881 shares — an estimated $8.48M sold.

Capital Investment Counsel (Colorado) first reported a position in EPI in Q3 2024 and held it in 7 quarters. The position peaked at $9.75M in Q4 2025. 137 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Capital Investment Counsel (Colorado) reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2026 after selling out during the quarter.
Capital Investment Counsel (Colorado) sold 207,881 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $8.48M.
Capital Investment Counsel (Colorado) first reported a position in WisdomTree India Earnings Fund ETF in Q3 2024 and held it in 7 quarters.
Capital Investment Counsel (Colorado)'s WisdomTree India Earnings Fund ETF position peaked at $9.75M in Q4 2025.
137 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Capital Investment Counsel (Colorado)'s 13F filing for Q2 2026, filed 15 Jul 2026.