Covestor’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Covestor’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	$4K	Buy	86 +2	+2%	+$85	﹤0.01%	1896
2026 Q2	$4K	Sell	84 -27	-24%	-$1.15K	﹤0.01%	1908
2026 Q1	$5K	Buy	111 +51	+85%	+$2.26K	﹤0.01%	1792
2025 Q4	$3K	Buy	60 +2	+3%	+$92	﹤0.01%	1870
2025 Q3	$3K	Buy	58 +13	+29%	+$590	﹤0.01%	1879
2025 Q2	$2K	Buy	45 +7	+18%	+$318	﹤0.01%	1840
2025 Q1	$2K	Buy	+38	New	+$1.63K	﹤0.01%	1834

Other funds holding EPI

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.32B AUM 14.73% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $765M AUM 14.6% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Covestor's EPI Position: Q3 2026 in Review

Covestor increased its WisdomTree India Earnings Fund ETF (EPI) stake by 2.4% in Q3 2026, buying an estimated $85 and bringing the position to 86 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1896.

Covestor first reported a position in EPI in Q1 2025 and has held it in 7 quarters since. The position peaked at $5K in Q1 2026. 152 funds tracked by Wall St. Rank hold EPI as of Q3 2026.

Covestor held 86 shares of WisdomTree India Earnings Fund ETF worth $4K as of Q3 2026.
Covestor bought 2 WisdomTree India Earnings Fund ETF shares in Q3 2026, an estimated $85.
WisdomTree India Earnings Fund ETF made up ﹤0.01% of Covestor's portfolio in Q3 2026, its #1896 holding.
Covestor first reported a position in WisdomTree India Earnings Fund ETF in Q1 2025 and has held it in 7 quarters since.
Covestor's WisdomTree India Earnings Fund ETF position peaked at $5K in Q1 2026.
152 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.