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

Clearstead 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
Q1 		$1.1M Buy
26,865
+1,668
+7% +$73.8K 0.01% 497
2025
Q4 		$1.17M Buy
25,197
+759
+3% +$34.8K 0.01% 433
2025
Q3 		$1.08M Hold
24,438
– – 0.02% 445
2025
Q2 		$1.16M Buy
24,438
+17,580
+256% +$798K 0.02% 408
2025
Q1 		$300K Sell
6,858
-6,129
-47% -$263K ﹤0.01% 711
2024
Q4 		$588K Buy
12,987
+10,857
+510% +$515K 0.01% 532
2024
Q3 		$107K Buy
+2,130
New +$105K ﹤0.01% 1013
2022
Q3 		– Sell
-174
Closed -$5K – 1276
2022
Q2 		$5K Buy
+174
New +$5.93K ﹤0.01% 997

Other funds holding EPI

MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return