Corient Private Wealth’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Corient Private Wealth’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	–	Sell	-26,252	Closed	-$595K	–	3103
2026 Q1	$595K	Buy	26,252 +11,681	+80%	+$516K	﹤0.01%	1943
2025 Q4	$674K	Buy	14,571 +1,120	+8%	+$51.3K	﹤0.01%	1714
2025 Q3	$595K	Buy	+13,451	New	+$610K	﹤0.01%	1702
2024 Q4	–	Sell	-5,803	Closed	-$293K	–	2405
2024 Q3	$293K	Buy	5,803 +565	+11%	+$27.9K	﹤0.01%	2024
2024 Q2	$253K	Buy	5,238 +600	+13%	+$27.4K	﹤0.01%	2004
2024 Q1	$202K	Buy	+4,638	New	+$199K	﹤0.01%	2101

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

Corient Private Wealth's EPI Position: Q2 2026 in Review

Corient Private Wealth sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2026, closing a stake of 26,252 shares — an estimated $595K sold.

Corient Private Wealth first reported a position in EPI in Q1 2024 and held it in 6 quarters. The position peaked at $674K in Q4 2025. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Corient Private Wealth reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2026 after selling out during the quarter.
Corient Private Wealth sold 26,252 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $595K.
Corient Private Wealth first reported a position in WisdomTree India Earnings Fund ETF in Q1 2024 and held it in 6 quarters.
Corient Private Wealth's WisdomTree India Earnings Fund ETF position peaked at $674K in Q4 2025.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.