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

CoreCap 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	$19K	Sell	445 -25	-5%	-$1.07K	﹤0.01%	1820
2026 Q1	$19.2K	Buy	470 +36	+8%	+$1.59K	﹤0.01%	1684
2025 Q4	$20.1K	Sell	434 -4	-0.9%	-$183	﹤0.01%	1680
2025 Q3	$19.4K	Sell	438 -302	-41%	-$13.7K	﹤0.01%	1686
2025 Q2	$35.1K	Sell	740 -62,539	-99%	-$2.84M	﹤0.01%	1389
2025 Q1	$2.77M	Buy	63,279 +8,812	+16%	+$378K	0.12%	165
2024 Q4	$2.47M	Buy	54,467 +6,533	+14%	+$310K	0.11%	182
2024 Q3	$2.42M	Buy	47,934 +6,732	+16%	+$332K	0.11%	191
2024 Q2	$1.99M	Buy	41,202 +2,928	+8%	+$134K	0.21%	105
2024 Q1	$1.67M	Buy	+38,274	New	+$1.64M	0.09%	220

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

CoreCap Advisors's EPI Position: Q2 2026 in Review

CoreCap Advisors reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 5.3% in Q2 2026, selling an estimated $1.07K and leaving 445 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #1820.

CoreCap Advisors first reported a position in EPI in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.77M in Q1 2025. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

CoreCap Advisors held 445 shares of WisdomTree India Earnings Fund ETF worth $19K as of Q2 2026.
CoreCap Advisors sold 25 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $1.07K.
WisdomTree India Earnings Fund ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1820 holding.
CoreCap Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q1 2024 and has held it in 10 quarters since.
CoreCap Advisors's WisdomTree India Earnings Fund ETF position peaked at $2.77M in Q1 2025.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.