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Caprock Group’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Caprock Group’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 		$914K Sell
21,376
-470
-2% -$20K 0.02% 655
2026
Q1 		$891K Buy
21,846
+470
+2% +$20.8K 0.02% 575
2025
Q4 		$990K Hold
21,376
– – 0.02% 607
2025
Q3 		$936K Buy
+21,376
New +$970K 0.02% 592
2025
Q1 		$934K Buy
21,376
+11,350
+113% +$487K 0.03% 489
2024
Q4 		$454K Buy
+10,026
New +$475K 0.01% 655
2020
Q1 		– Sell
-22,060
Closed -$549K – 379
2019
Q4 		$549K Buy
22,060
+33
+0.1% +$801 0.1% 153
2019
Q3 		$525K Buy
22,027
+107
+0.5% +$2.57K 0.1% 150
2019
Q2 		$571K Buy
21,920
+89
+0.4% +$2.31K 0.11% 150
2019
Q1 		$575K Buy
21,831
+23
+0.1% +$564 0.11% 155
2018
Q4 		$541K Sell
21,808
-18,295
-46% -$427K 0.12% 144
2018
Q3 		$967K Hold
40,103
– – 0.2% 99
2018
Q2 		$1.01M Buy
40,103
+66
+0.2% +$1.72K 0.21% 93
2018
Q1 		$1.05M Buy
40,037
+18,435
+85% +$507K 0.22% 84
2017
Q4 		$623K Buy
21,602
+80
+0.4% +$2.13K 0.12% 169
2017
Q3 		$542K Buy
21,522
+43
+0.2% +$1.12K 0.11% 179
2017
Q2 		$526K Buy
21,479
+59
+0.3% +$1.46K 0.12% 169
2017
Q1 		$517K Buy
21,420
+6
+0% +$134 0.12% 161
2016
Q4 		$433K Buy
21,414
+61
+0.3% +$1.27K 0.11% 174
2016
Q3 		$462K Sell
21,353
-23,424
-52% -$501K 0.1% 176
2016
Q2 		$904K Sell
44,777
-12,149
-21% -$238K 0.22% 111
2016
Q1 		$1.11M Buy
56,926
+34,237
+151% +$624K 0.26% 87
2015
Q4 		$451K Buy
22,689
+2
+0% +$40 0.26% 52
2015
Q3 		$452K Buy
+22,687
New +$471K 0.32% 48

Other funds holding EPI

MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
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

Caprock Group's EPI Position: Q2 2026 in Review

Caprock Group reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 2.2% in Q2 2026, selling an estimated $20K and leaving 21,376 shares worth $914K. The position accounts for 0.02% of the portfolio, ranked #655.

Caprock Group first reported a position in EPI in Q3 2015 and has held it in 24 quarters since. The position peaked at $1.11M in Q1 2016. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • Caprock Group held 21,376 shares of WisdomTree India Earnings Fund ETF worth $914K as of Q2 2026.
  • Caprock Group sold 470 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $20K.
  • WisdomTree India Earnings Fund ETF made up 0.02% of Caprock Group's portfolio in Q2 2026, its #655 holding.
  • Caprock Group first reported a position in WisdomTree India Earnings Fund ETF in Q3 2015 and has held it in 24 quarters since.
  • Caprock Group's WisdomTree India Earnings Fund ETF position peaked at $1.11M in Q1 2016.
  • 250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.