Clal Insurance’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Clal Insurance’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	$128M	Hold	3,000,000	–	–	0.57%	43
2026 Q1	$122M	Hold	3,000,000	–	–	0.74%	30
2025 Q4	$139M	Hold	3,000,000	–	–	0.9%	28
2025 Q3	$133M	Hold	3,000,000	–	–	1.01%	24
2025 Q2	$142M	Hold	3,000,000	–	–	1.4%	20
2025 Q1	$131M	Buy	3,000,000 +1,800,000	+150%	+$77.2M	1.36%	18
2024 Q4	$54.3M	Hold	1,200,000	–	–	0.49%	46
2024 Q3	$60.6M	Hold	1,200,000	–	–	0.54%	45
2024 Q2	$57.9M	Buy	+1,200,000	New	+$54.7M	0.61%	39
2020 Q2	–	Sell	-1,301,430	Closed	-$21.1M	–	145
2020 Q1	$21.1M	Buy	1,301,430 +1,269,073	+3,922%	+$28.3M	0.53%	57
2019 Q4	$1.3M	Sell	32,357 -1,267,643	-98%	-$30.8M	1.39%	23
2019 Q3	$31M	Sell	1,300,000 -4,448,292	-77%	-$107M	0.75%	44
2019 Q2	$150M	Buy	5,748,292 +748,292	+15%	+$19.4M	3.45%	5
2019 Q1	$132M	Buy	+5,000,000	New	+$123M	3.22%	6
2018 Q3	–	Sell	-4,149,823	Closed	-$104M	–	92
2018 Q2	$104M	Sell	4,149,823 -1,037,663	-20%	-$27M	2.71%	11
2018 Q1	$136M	Buy	5,187,486 +6,780	+0.1%	+$186K	3.61%	8
2017 Q4	$144M	Sell	5,180,706 -870,000	-14%	-$23.2M	3.8%	7
2017 Q3	$152M	Buy	6,050,706 +1,552,263	+35%	+$40.4M	3.68%	7
2017 Q2	$110M	Buy	4,498,443 +1,496,759	+50%	+$37.1M	2.19%	10
2017 Q1	$72.4M	Buy	+3,001,684	New	+$66.9M	1.48%	14

Other funds holding EPI

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Clal Insurance's EPI Position: Q2 2026 in Review

Clal Insurance held its WisdomTree India Earnings Fund ETF (EPI) position steady in Q2 2026 at 3,000,000 shares worth $128M. The position accounts for 0.57% of the portfolio, ranked #43.

Clal Insurance first reported a position in EPI in Q1 2017 and has held it in 20 quarters since. The position peaked at $152M in Q3 2017. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Clal Insurance held 3,000,000 shares of WisdomTree India Earnings Fund ETF worth $128M as of Q2 2026.
Clal Insurance left its WisdomTree India Earnings Fund ETF share count unchanged in Q2 2026.
WisdomTree India Earnings Fund ETF made up 0.57% of Clal Insurance's portfolio in Q2 2026, its #43 holding.
Clal Insurance first reported a position in WisdomTree India Earnings Fund ETF in Q1 2017 and has held it in 20 quarters since.
Clal Insurance's WisdomTree India Earnings Fund ETF position peaked at $152M in Q3 2017.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Clal Insurance's 13F filing for Q2 2026, filed 13 Aug 2026.