Circle Wealth Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Circle Wealth Management’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	$6.49M	Sell	151,599 -3,940	-3%	-$168K	0.08%	52
2026 Q1	$6.35M	Buy	155,539 +11,836	+8%	+$523K	0.09%	48
2025 Q4	$6.65M	Buy	143,703 +69,364	+93%	+$3.18M	0.1%	45
2025 Q3	$3.29M	Buy	74,339 +7,850	+12%	+$356K	0.06%	63
2025 Q2	$3.16M	Sell	66,489 -3,050	-4%	-$138K	0.07%	65
2025 Q1	$3.04M	Buy	69,539 +1,658	+2%	+$71.1K	0.07%	57
2024 Q4	$3.07M	Sell	67,881 -26,609	-28%	-$1.26M	0.07%	58
2024 Q3	$4.77M	Buy	94,490 +5,030	+6%	+$248K	0.11%	48
2024 Q2	$4.32M	Buy	+89,460	New	+$4.08M	0.1%	45

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

Circle Wealth Management's EPI Position: Q2 2026 in Review

Circle Wealth Management reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 2.5% in Q2 2026, selling an estimated $168K and leaving 151,599 shares worth $6.49M. The position accounts for 0.08% of the portfolio, ranked #52.

Circle Wealth Management first reported a position in EPI in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.65M in Q4 2025. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Circle Wealth Management held 151,599 shares of WisdomTree India Earnings Fund ETF worth $6.49M as of Q2 2026.
Circle Wealth Management sold 3,940 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $168K.
WisdomTree India Earnings Fund ETF made up 0.08% of Circle Wealth Management's portfolio in Q2 2026, its #52 holding.
Circle Wealth Management first reported a position in WisdomTree India Earnings Fund ETF in Q2 2024 and has held it in 9 quarters since.
Circle Wealth Management's WisdomTree India Earnings Fund ETF position peaked at $6.65M in Q4 2025.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.