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 Q2	$1.03M	Sell	24,014 -2,851	-11%	-$122K	0.01%	542
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	–	–	0.01%	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 $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

Clearstead Advisors's EPI Position: Q2 2026 in Review

Clearstead Advisors reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 11% in Q2 2026, selling an estimated $122K and leaving 24,014 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #542.

Clearstead Advisors first reported a position in EPI in Q2 2022 and has held it in 9 quarters since. The position peaked at $1.17M in Q4 2025. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Clearstead Advisors held 24,014 shares of WisdomTree India Earnings Fund ETF worth $1.03M as of Q2 2026.
Clearstead Advisors sold 2,851 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $122K.
WisdomTree India Earnings Fund ETF made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #542 holding.
Clearstead Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q2 2022 and has held it in 9 quarters since.
Clearstead Advisors's WisdomTree India Earnings Fund ETF position peaked at $1.17M in Q4 2025.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.