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

Concurrent Investment 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 		$376K Sell
8,796
-2,915
-25% -$124K ﹤0.01% 1560
2026
Q1 		$478K Sell
11,711
-12,719
-52% -$562K 0.01% 1233
2025
Q4 		$1.13M Sell
24,430
-94
-0.4% -$4.3K 0.01% 773
2025
Q3 		$1.08M Buy
24,524
+318
+1% +$14.4K 0.02% 631
2025
Q2 		$1.15M Buy
+24,206
New +$1.1M 0.02% 561

Other funds holding EPI

MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
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

Concurrent Investment Advisors's EPI Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 25% in Q2 2026, selling an estimated $124K and leaving 8,796 shares worth $376K. The position accounts for ﹤0.01% of the portfolio, ranked #1560.

Concurrent Investment Advisors first reported a position in EPI in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.15M in Q2 2025. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • Concurrent Investment Advisors held 8,796 shares of WisdomTree India Earnings Fund ETF worth $376K as of Q2 2026.
  • Concurrent Investment Advisors sold 2,915 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $124K.
  • WisdomTree India Earnings Fund ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1560 holding.
  • Concurrent Investment Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q2 2025 and has held it in 5 quarters since.
  • Concurrent Investment Advisors's WisdomTree India Earnings Fund ETF position peaked at $1.15M in Q2 2025.
  • 250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.