Cetera Investment Advisers
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Cetera Investment Advisers’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Cetera Investment Advisers’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 		$2.52M Buy
58,856
+1,777
+3% +$75.8K ﹤0.01% 2203
2026
Q1 		$2.33M Buy
57,079
+6,745
+13% +$298K ﹤0.01% 2155
2025
Q4 		$2.33M Sell
50,334
-3,896
-7% -$178K ﹤0.01% 2078
2025
Q3 		$2.4M Buy
54,230
+11,071
+26% +$502K ﹤0.01% 2018
2025
Q2 		$2.05M Buy
43,159
+8,164
+23% +$370K ﹤0.01% 1829
2025
Q1 		$1.53M Sell
34,995
-10,952
-24% -$470K ﹤0.01% 1954
2024
Q4 		$2.08M Buy
45,947
+9,733
+27% +$462K ﹤0.01% 1623
2024
Q3 		$1.83M Buy
36,214
+7,226
+25% +$356K ﹤0.01% 1686
2024
Q2 		$1.4M Sell
28,988
-36,347
-56% -$1.66M ﹤0.01% 1830
2024
Q1 		$2.85M Buy
65,335
+20,652
+46% +$887K 0.01% 1320
2023
Q4 		$1.83M Buy
44,683
+1,645
+4% +$62.3K 0.01% 834
2023
Q3 		$1.58M Buy
43,038
+565
+1% +$20.4K 0.01% 848
2023
Q2 		$1.48M Buy
42,473
+3,090
+8% +$102K 0.01% 902
2023
Q1 		$1.24M Sell
39,383
-497
-1% -$16K 0.01% 933
2022
Q4 		$1.3M Buy
+39,880
New +$1.29M 0.01% 880

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

Cetera Investment Advisers's EPI Position: Q2 2026 in Review

Cetera Investment Advisers increased its WisdomTree India Earnings Fund ETF (EPI) stake by 3.1% in Q2 2026, buying an estimated $75.8K and bringing the position to 58,856 shares worth $2.52M. The position accounts for ﹤0.01% of the portfolio, ranked #2203.

Cetera Investment Advisers first reported a position in EPI in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.85M in Q1 2024. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • Cetera Investment Advisers held 58,856 shares of WisdomTree India Earnings Fund ETF worth $2.52M as of Q2 2026.
  • Cetera Investment Advisers bought 1,777 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $75.8K.
  • WisdomTree India Earnings Fund ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2203 holding.
  • Cetera Investment Advisers first reported a position in WisdomTree India Earnings Fund ETF in Q4 2022 and has held it in 15 quarters since.
  • Cetera Investment Advisers's WisdomTree India Earnings Fund ETF position peaked at $2.85M in Q1 2024.
  • 250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.