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Congress Park Capital’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Congress Park Capital’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 		$459K Buy
10,740
+200
+2% +$8.53K 0.12% 93
2026
Q1 		$430K Buy
10,540
+2,025
+24% +$89.5K 0.13% 95
2025
Q4 		$394K Buy
+8,515
New +$390K 0.12% 96

Other funds holding EPI

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
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
RC
Randolph Company Cincinnati, Ohio $1.19B AUM 38.92% 1-Year Est. Return
LWP
Laurel Wealth Planning Edina, Minnesota $226M AUM 20.18% 1-Year Est. Return
LFS
Leibman Financial Services Louisville, Nebraska $150M AUM 20.45% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Congress Park Capital's EPI Position: Q2 2026 in Review

Congress Park Capital increased its WisdomTree India Earnings Fund ETF (EPI) stake by 1.9% in Q2 2026, buying an estimated $8.53K and bringing the position to 10,740 shares worth $459K. The position accounts for 0.12% of the portfolio, ranked #93.

Congress Park Capital first reported a position in EPI in Q4 2025 and has held it in 3 quarters since. 93 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • Congress Park Capital held 10,740 shares of WisdomTree India Earnings Fund ETF worth $459K as of Q2 2026.
  • Congress Park Capital bought 200 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $8.53K.
  • WisdomTree India Earnings Fund ETF made up 0.12% of Congress Park Capital's portfolio in Q2 2026, its #93 holding.
  • Congress Park Capital first reported a position in WisdomTree India Earnings Fund ETF in Q4 2025 and has held it in 3 quarters since.
  • 93 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Congress Park Capital's 13F filing for Q2 2026, filed 14 Jul 2026.