CAPTRUST Financial Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

CAPTRUST Financial 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	–	Sell	-4,600	Closed	-$213K	–	3059
2025 Q4	$213K	Buy	+4,600	New	+$211K	﹤0.01%	2488
2025 Q3	–	Sell	-7,063	Closed	-$335K	–	2653
2025 Q2	$335K	Buy	7,063 +30	+0.4%	+$1.36K	﹤0.01%	1986
2025 Q1	$307K	Buy	7,033 +121	+2%	+$5.19K	﹤0.01%	1923
2024 Q4	$313K	Sell	6,912 -33	-0.5%	-$1.56K	﹤0.01%	1885
2024 Q3	$350K	Hold	6,945	–	–	﹤0.01%	1792
2024 Q2	$335K	Buy	+6,945	New	+$317K	﹤0.01%	1749
2022 Q3	–	Sell	-500	Closed	-$15K	–	2647
2022 Q2	$15K	Buy	+500	New	+$17K	﹤0.01%	3531
2022 Q1	–	Sell	-500	Closed	-$18K	–	4968
2021 Q4	$18K	Sell	500 -850	-63%	-$31.8K	﹤0.01%	3350
2021 Q3	$50K	Hold	1,350	–	–	﹤0.01%	2573
2021 Q2	$46K	Hold	1,350	–	–	﹤0.01%	2559
2021 Q1	$43K	Buy	+1,350	New	+$42K	﹤0.01%	2527
2019 Q2	–	Sell	-705	Closed	-$19K	–	1939
2019 Q1	$19K	Buy	+705	New	+$17.3K	﹤0.01%	1176

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

CAPTRUST Financial Advisors's EPI Position: Q1 2026 in Review

CAPTRUST Financial Advisors sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2026, closing a stake of 4,600 shares — an estimated $213K sold.

CAPTRUST Financial Advisors first reported a position in EPI in Q1 2019 and held it in 12 quarters. The position peaked at $350K in Q3 2024. 275 funds tracked by Wall St. Rank hold EPI as of Q1 2026.

CAPTRUST Financial Advisors reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2026 after selling out during the quarter.
CAPTRUST Financial Advisors sold 4,600 WisdomTree India Earnings Fund ETF shares in Q1 2026, an estimated $213K.
CAPTRUST Financial Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q1 2019 and held it in 12 quarters.
CAPTRUST Financial Advisors's WisdomTree India Earnings Fund ETF position peaked at $350K in Q3 2024.
275 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.