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Carmel Capital Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Carmel Capital Management’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
-51,755
Closed -$2.11M – 29
2026
Q1 		$2.11M Sell
51,755
-86,000
-62% -$3.8M 0.6% 22
2025
Q4 		$6.38M Buy
137,755
+7,400
+6% +$339K 1.93% 20
2025
Q3 		$5.76M Buy
130,355
+950
+0.7% +$43.1K 1.75% 22
2025
Q2 		$6.14M Buy
129,405
+400
+0.3% +$18.1K 2.07% 19
2025
Q1 		$5.64M Buy
129,005
+1,300
+1% +$55.7K 2.29% 20
2024
Q4 		$5.78M Hold
127,705
– – 2.18% 20
2024
Q3 		$6.44M Sell
127,705
-700
-0.5% -$34.5K 2.42% 19
2024
Q2 		$6.2M Hold
128,405
– – 2.42% 18
2024
Q1 		$5.59M Buy
128,405
+300
+0.2% +$12.9K 2.3% 20
2023
Q4 		$5.25M Buy
128,105
+36,450
+40% +$1.38M 2.52% 20
2023
Q3 		$3.37M Sell
91,655
-1,150
-1% -$41.6K 1.91% 21
2023
Q2 		$3.23M Buy
92,805
+3,600
+4% +$119K 1.68% 22
2023
Q1 		$2.81M Buy
89,205
+8,300
+10% +$267K 1.61% 23
2022
Q4 		$2.64M Hold
80,905
– – 1.63% 24
2022
Q3 		$2.47M Sell
80,905
-75
-0.1% -$2.38K 1.61% 25
2022
Q2 		$2.4M Sell
80,980
-300
-0.4% -$10.2K 1.49% 25
2022
Q1 		$2.93M Buy
81,280
+1,000
+1% +$36.3K 1.52% 25
2021
Q4 		$2.93M Buy
+80,280
New +$3M 1.44% 24

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

Carmel Capital Management's EPI Position: Q2 2026 in Review

Carmel Capital Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2026, closing a stake of 51,755 shares — an estimated $2.11M sold.

Carmel Capital Management first reported a position in EPI in Q4 2021 and held it in 18 quarters. The position peaked at $6.44M in Q3 2024. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • Carmel Capital Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2026 after selling out during the quarter.
  • Carmel Capital Management sold 51,755 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $2.11M.
  • Carmel Capital Management first reported a position in WisdomTree India Earnings Fund ETF in Q4 2021 and held it in 18 quarters.
  • Carmel Capital Management's WisdomTree India Earnings Fund ETF position peaked at $6.44M in Q3 2024.
  • 250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Carmel Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.