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 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 $9.12B AUM 42.07% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 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

Cascade Financial Partners's EPI Position: Q1 2026 in Review

Cascade Financial Partners reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 24% in Q1 2026, selling an estimated $150K and leaving 10,714 shares worth $437K. The position accounts for 0.05% of the portfolio, ranked #179.

Cascade Financial Partners first reported a position in EPI in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.23M in Q3 2024. 272 funds tracked by Wall St. Rank hold EPI as of Q1 2026.

Cascade Financial Partners held 10,714 shares of WisdomTree India Earnings Fund ETF worth $437K as of Q1 2026.
Cascade Financial Partners sold 3,386 WisdomTree India Earnings Fund ETF shares in Q1 2026, an estimated $150K.
WisdomTree India Earnings Fund ETF made up 0.05% of Cascade Financial Partners's portfolio in Q1 2026, its #179 holding.
Cascade Financial Partners first reported a position in WisdomTree India Earnings Fund ETF in Q1 2024 and has held it in 9 quarters since.
Cascade Financial Partners's WisdomTree India Earnings Fund ETF position peaked at $1.23M in Q3 2024.
272 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.