Chapman Financial Group’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Chapman Financial Group’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	$1.14M	Sell	26,623 -300	-1%	-$12.8K	0.76%	33
2026 Q1	$1.1M	Buy	26,923 +200	+0.7%	+$8.84K	0.79%	36
2025 Q4	$1.24M	Sell	26,723 -2,342	-8%	-$107K	0.84%	29
2025 Q3	$1.28M	Buy	29,065 +1,914	+7%	+$86.9K	0.89%	28
2025 Q2	$1.29M	Buy	+27,151	New	+$1.23M	1.09%	27
2024 Q4	$1.58M	Buy	+35,544	New	+$1.69M	1.26%	21

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

Chapman Financial Group's EPI Position: Q2 2026 in Review

Chapman Financial Group reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 1.1% in Q2 2026, selling an estimated $12.8K and leaving 26,623 shares worth $1.14M. The position accounts for 0.76% of the portfolio, ranked #33.

Chapman Financial Group first reported a position in EPI in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.58M in Q4 2024. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Chapman Financial Group held 26,623 shares of WisdomTree India Earnings Fund ETF worth $1.14M as of Q2 2026.
Chapman Financial Group sold 300 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $12.8K.
WisdomTree India Earnings Fund ETF made up 0.76% of Chapman Financial Group's portfolio in Q2 2026, its #33 holding.
Chapman Financial Group first reported a position in WisdomTree India Earnings Fund ETF in Q4 2024 and has held it in 6 quarters since.
Chapman Financial Group's WisdomTree India Earnings Fund ETF position peaked at $1.58M in Q4 2024.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Chapman Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.