Cascade Financial Partners’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Cascade Financial Partners’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	$480K	Buy	11,214 +500	+5%	+$21.3K	0.04%	178
2026 Q1	$437K	Sell	10,714 -3,386	-24%	-$150K	0.05%	179
2025 Q4	$653K	Buy	14,100 +500	+4%	+$22.9K	0.07%	148
2025 Q3	$601K	Sell	13,600 -2,350	-15%	-$107K	0.07%	151
2025 Q2	$757K	Sell	15,950 -1,800	-10%	-$81.7K	0.09%	132
2025 Q1	$776K	Sell	17,750 -4,180	-19%	-$179K	0.1%	121
2024 Q4	$993K	Sell	21,930 -3,950	-15%	-$187K	0.13%	101
2024 Q3	$1.23M	Buy	25,880 +1,881	+8%	+$92.8K	0.15%	88
2024 Q2	$1.16M	Buy	23,999 +4,200	+21%	+$192K	0.15%	87
2024 Q1	$872K	Buy	+19,799	New	+$851K	0.13%	103

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

Cascade Financial Partners's EPI Position: Q2 2026 in Review

Cascade Financial Partners increased its WisdomTree India Earnings Fund ETF (EPI) stake by 4.7% in Q2 2026, buying an estimated $21.3K and bringing the position to 11,214 shares worth $480K. The position accounts for 0.04% of the portfolio, ranked #178.

Cascade Financial Partners first reported a position in EPI in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.23M in Q3 2024. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Cascade Financial Partners held 11,214 shares of WisdomTree India Earnings Fund ETF worth $480K as of Q2 2026.
Cascade Financial Partners bought 500 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $21.3K.
WisdomTree India Earnings Fund ETF made up 0.04% of Cascade Financial Partners's portfolio in Q2 2026, its #178 holding.
Cascade Financial Partners first reported a position in WisdomTree India Earnings Fund ETF in Q1 2024 and has held it in 10 quarters since.
Cascade Financial Partners's WisdomTree India Earnings Fund ETF position peaked at $1.23M in Q3 2024.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.