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Contango Wealth Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Contango Wealth Management’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 		$773K Buy
18,953
+14,426
+319% +$638K 0.9% 24
2025
Q4 		$210K Buy
+4,527
New +$207K 0.23% 37

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 $16.6B 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 $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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 $2.44B AUM 24.95% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 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

Contango Wealth Management's EPI Position: Q1 2026 in Review

Contango Wealth Management increased its WisdomTree India Earnings Fund ETF (EPI) stake by 319% in Q1 2026, buying an estimated $638K and bringing the position to 18,953 shares worth $773K. The position accounts for 0.9% of the portfolio, ranked #24.

Contango Wealth Management first reported a position in EPI in Q4 2025 and has held it in 2 quarters since. 272 funds tracked by Wall St. Rank hold EPI as of Q1 2026.

  • Contango Wealth Management held 18,953 shares of WisdomTree India Earnings Fund ETF worth $773K as of Q1 2026.
  • Contango Wealth Management bought 14,426 WisdomTree India Earnings Fund ETF shares in Q1 2026, an estimated $638K.
  • WisdomTree India Earnings Fund ETF made up 0.9% of Contango Wealth Management's portfolio in Q1 2026, its #24 holding.
  • Contango Wealth Management first reported a position in WisdomTree India Earnings Fund ETF in Q4 2025 and has held it in 2 quarters since.
  • 272 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2026.

Based on Contango Wealth Management's 13F filing for Q1 2026, filed 9 Jun 2026.