Cohen Klingenstein’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Cohen Klingenstein’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 Q3	$1.3M	Hold	32,000	–	–	0.04%	146
2026 Q2	$1.37M	Sell	32,000 -15,000	-32%	-$640K	0.04%	142
2026 Q1	$1.92M	Sell	47,000 -6,600	-12%	-$292K	0.06%	122
2025 Q4	$2.48M	Hold	53,600	–	–	0.08%	107
2025 Q3	$2.37M	Hold	53,600	–	–	0.07%	104
2025 Q2	$2.54M	Hold	53,600	–	–	0.08%	107
2025 Q1	$2.34M	Hold	53,600	–	–	0.08%	108
2024 Q4	$2.43M	Hold	53,600	–	–	0.08%	103
2024 Q3	$2.7M	Hold	53,600	–	–	0.09%	112
2024 Q2	$2.59M	Hold	53,600	–	–	0.09%	106
2024 Q1	$2.33M	Hold	53,600	–	–	0.09%	119
2023 Q4	$2.2M	Hold	53,600	–	–	0.09%	119
2023 Q3	$1.97M	Hold	53,600	–	–	0.09%	120
2023 Q2	$1.87M	Hold	53,600	–	–	0.08%	124
2023 Q1	$1.69M	Hold	53,600	–	–	0.08%	128
2022 Q4	$1.75M	Hold	53,600	–	–	0.09%	129
2022 Q3	$1.64M	Hold	53,600	–	–	0.09%	124
2022 Q2	$1.59M	Hold	53,600	–	–	0.08%	129
2022 Q1	$1.93M	Hold	53,600	–	–	0.08%	125
2021 Q4	$1.96M	Hold	53,600	–	–	0.08%	124
2021 Q3	$2M	Hold	53,600	–	–	0.09%	129
2021 Q2	$1.82M	Hold	53,600	–	–	0.08%	136
2021 Q1	$1.69M	Hold	53,600	–	–	0.08%	138
2020 Q4	$1.57M	Hold	53,600	–	–	0.08%	139
2020 Q3	$1.26M	Hold	53,600	–	–	0.07%	142
2020 Q2	$1.07M	Hold	53,600	–	–	0.07%	151
2020 Q1	$868K	Hold	53,600	–	–	0.06%	155
2019 Q4	$1.33M	Hold	53,600	–	–	0.08%	139
2019 Q3	$1.28M	Hold	53,600	–	–	0.08%	137
2019 Q2	$1.4M	Hold	53,600	–	–	0.1%	127
2019 Q1	$1.41M	Hold	53,600	–	–	0.1%	107
2018 Q4	$1.33M	Hold	53,600	–	–	0.2%	80
2018 Q3	$1.29M	Hold	53,600	–	–	0.16%	88
2018 Q2	$1.35M	Hold	53,600	–	–	0.18%	86
2018 Q1	$1.4M	Hold	53,600	–	–	0.2%	83
2017 Q4	$1.49M	Hold	53,600	–	–	0.21%	80
2017 Q3	$1.35M	Hold	53,600	–	–	0.2%	82
2017 Q2	$1.31M	Hold	53,600	–	–	0.2%	81
2017 Q1	$1.29M	Hold	53,600	–	–	0.21%	81
2016 Q4	$1.08M	Hold	53,600	–	–	0.19%	85
2016 Q3	$1.16M	Hold	53,600	–	–	0.2%	80
2016 Q2	$1.08M	Hold	53,600	–	–	0.2%	84
2016 Q1	$1.05M	Hold	53,600	–	–	0.2%	84
2015 Q4	$1.06M	Hold	53,600	–	–	0.2%	81
2015 Q3	$1.07M	Hold	53,600	–	–	0.21%	77
2015 Q2	$1.16M	Hold	53,600	–	–	0.21%	77
2015 Q1	$1.22M	Hold	53,600	–	–	0.22%	73
2014 Q4	$1.18M	Hold	53,600	–	–	0.22%	79
2014 Q3	$1.17M	Hold	53,600	–	–	0.21%	77
2014 Q2	$1.2M	Hold	53,600	–	–	0.23%	72
2014 Q1	$1.02M	Hold	53,600	–	–	0.2%	81
2013 Q4	$935K	Hold	53,600	–	–	0.19%	89
2013 Q3	$821K	Hold	53,600	–	–	0.18%	88
2013 Q2	$868K	Buy	+53,600	New	+$954K	0.2%	84

Other funds holding EPI

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Randolph Company Cincinnati, Ohio $1.16B AUM 26% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Leibman Financial Services Louisville, Nebraska $145M AUM 10.64% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Narus Financial Partners Salt Lake City, Utah $377M AUM 12.95% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Cohen Klingenstein's EPI Position: Q3 2026 in Review

Cohen Klingenstein held its WisdomTree India Earnings Fund ETF (EPI) position steady in Q3 2026 at 32,000 shares worth $1.3M. The position accounts for 0.04% of the portfolio, ranked #146.

Cohen Klingenstein first reported a position in EPI in Q2 2013 and has held it in 54 quarters since. The position peaked at $2.7M in Q3 2024. 62 funds tracked by Wall St. Rank hold EPI as of Q3 2026.

Cohen Klingenstein held 32,000 shares of WisdomTree India Earnings Fund ETF worth $1.3M as of Q3 2026.
Cohen Klingenstein left its WisdomTree India Earnings Fund ETF share count unchanged in Q3 2026.
WisdomTree India Earnings Fund ETF made up 0.04% of Cohen Klingenstein's portfolio in Q3 2026, its #146 holding.
Cohen Klingenstein first reported a position in WisdomTree India Earnings Fund ETF in Q2 2013 and has held it in 54 quarters since.
Cohen Klingenstein's WisdomTree India Earnings Fund ETF position peaked at $2.7M in Q3 2024.
62 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2026.

Based on Cohen Klingenstein's 13F filing for Q3 2026, filed 15 Oct 2026.