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 Q3	$20.4K	Buy	502 +57	+13%	+$2.42K	﹤0.01%	1775
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

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

Cohen Klingenstein New York $3.51B AUM 20.24% 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

CoreCap Advisors's EPI Position: Q3 2026 in Review

CoreCap Advisors increased its WisdomTree India Earnings Fund ETF (EPI) stake by 13% in Q3 2026, buying an estimated $2.42K and bringing the position to 502 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1775.

CoreCap Advisors first reported a position in EPI in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.77M in Q1 2025. 62 funds tracked by Wall St. Rank hold EPI as of Q3 2026.

CoreCap Advisors held 502 shares of WisdomTree India Earnings Fund ETF worth $20.4K as of Q3 2026.
CoreCap Advisors bought 57 WisdomTree India Earnings Fund ETF shares in Q3 2026, an estimated $2.42K.
WisdomTree India Earnings Fund ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1775 holding.
CoreCap Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q1 2024 and has held it in 11 quarters since.
CoreCap Advisors's WisdomTree India Earnings Fund ETF position peaked at $2.77M in Q1 2025.
62 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.