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Catalyst Capital Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Catalyst Capital 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
Q2 		$26.4M Buy
617,149
+29,397
+5% +$1.25M 0.44% 30
2026
Q1 		$24M Buy
587,752
+147,183
+33% +$6.51M 0.45% 32
2025
Q4 		$20.4M Sell
440,569
-24,073
-5% -$1.1M 0.42% 33
2025
Q3 		$20.5M Buy
464,642
+31,301
+7% +$1.42M 0.41% 34
2025
Q2 		$20.6M Sell
433,341
-55,763
-11% -$2.53M 0.42% 33
2025
Q1 		$21.4M Buy
489,104
+47,630
+11% +$2.04M 0.44% 32
2024
Q4 		$20M Buy
441,474
+57,106
+15% +$2.71M 0.43% 34
2024
Q3 		$19.4M Hold
384,368
– – 0.44% 30
2024
Q2 		$18.6M Sell
384,368
-20,879
-5% -$952K 0.43% 32
2024
Q1 		$17.7M Buy
405,247
+20,724
+5% +$890K 0.42% 31
2023
Q4 		$15.8M Sell
384,523
-53,793
-12% -$2.04M 0.42% 31
2023
Q3 		$16.1M Sell
438,316
-3,613
-0.8% -$131K 0.45% 31
2023
Q2 		$15.4M Sell
441,929
-7,733
-2% -$256K 0.45% 26
2023
Q1 		$14.2M Buy
449,662
+52,125
+13% +$1.68M 0.43% 27
2022
Q4 		$13M Buy
397,537
+24,891
+7% +$807K 0.42% 30
2022
Q3 		$11.4M Buy
372,646
+45,251
+14% +$1.44M 0.43% 31
2022
Q2 		$9.71M Buy
327,395
+85,979
+36% +$2.93M 0.41% 31
2022
Q1 		$8.69M Buy
241,416
+19,483
+9% +$707K 0.37% 41
2021
Q4 		$8.1M Buy
221,933
+22,059
+11% +$825K 0.37% 37
2021
Q3 		$7.47M Sell
199,874
-35,874
-15% -$1.28M 0.37% 36
2021
Q2 		$7.98M Buy
235,748
+24,129
+11% +$786K 0.39% 35
2021
Q1 		$6.67M Sell
211,619
-25,555
-11% -$794K 0.37% 40
2020
Q4 		$6.93M Sell
237,174
-82,987
-26% -$2.16M 0.39% 42
2020
Q3 		$7.56M Sell
320,161
-85,156
-21% -$1.93M 0.43% 38
2020
Q2 		$8.12M Sell
405,317
-175,523
-30% -$3.2M 0.42% 34
2020
Q1 		$9.41M Sell
580,840
-6,486
-1% -$145K 0.47% 26
2019
Q4 		$14.6M Hold
587,326
– – 0.47% 23
2019
Q3 		$14M Buy
587,326
+59,611
+11% +$1.43M 0.47% 33
2019
Q2 		$13.8M Buy
527,715
+34,345
+7% +$891K 0.45% 42
2019
Q1 		$13M Buy
493,370
+14,336
+3% +$352K 0.45% 45
2018
Q4 		$11.9M Sell
479,034
-41,135
-8% -$961K 0.44% 37
2018
Q3 		$12.5M Buy
520,169
+20,178
+4% +$525K 0.41% 49
2018
Q2 		$12.6M Buy
499,991
+48,766
+11% +$1.27M 0.44% 40
2018
Q1 		$11.8M Buy
451,225
+21,786
+5% +$599K 0.43% 44
2017
Q4 		$12M Buy
429,439
+95,888
+29% +$2.56M 0.44% 38
2017
Q3 		$8.39M Hold
333,551
– – 0.37% 50
2017
Q2 		$8.18M Buy
333,551
+80,245
+32% +$1.99M 0.35% 48
2017
Q1 		$6.11M Buy
253,306
+61,651
+32% +$1.37M 0.3% 51
2016
Q4 		$3.87M Buy
191,655
+79,190
+70% +$1.65M 0.25% 74
2016
Q3 		$2.43M Buy
+112,465
New +$2.41M 0.27% 89

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
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Catalyst Capital Advisors's EPI Position: Q2 2026 in Review

Catalyst Capital Advisors increased its WisdomTree India Earnings Fund ETF (EPI) stake by 5% in Q2 2026, buying an estimated $1.25M and bringing the position to 617,149 shares worth $26.4M. The position accounts for 0.44% of the portfolio, ranked #30.

Catalyst Capital Advisors first reported a position in EPI in Q3 2016 and has held it in 40 quarters since. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • Catalyst Capital Advisors held 617,149 shares of WisdomTree India Earnings Fund ETF worth $26.4M as of Q2 2026.
  • Catalyst Capital Advisors bought 29,397 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $1.25M.
  • WisdomTree India Earnings Fund ETF made up 0.44% of Catalyst Capital Advisors's portfolio in Q2 2026, its #30 holding.
  • Catalyst Capital Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q3 2016 and has held it in 40 quarters since.
  • 250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Catalyst Capital Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.