Creative Financial Designs’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Creative Financial Designs’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	$3.48K	Hold	85	–	–	﹤0.01%	1674
2025 Q4	$3.95K	Buy	+85	New	+$3.89K	﹤0.01%	1562
2025 Q1	–	Sell	-1,364	Closed	-$61.7K	–	2068
2024 Q4	$61.7K	Buy	1,364 +4	+0.3%	+$190	0.01%	725
2024 Q3	$68.6K	Hold	1,360	–	–	0.01%	691
2024 Q2	$65.7K	Hold	1,360	–	–	0.01%	678
2024 Q1	$59.2K	Hold	1,360	–	–	0.01%	687
2023 Q4	$55.8K	Hold	1,360	–	–	0.01%	661
2023 Q3	$50K	Buy	+1,360	New	+$49.2K	0.01%	638

Other funds holding EPI

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 $1.53B AUM 20.88% 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

Creative Financial Designs's EPI Position: Q1 2026 in Review

Creative Financial Designs held its WisdomTree India Earnings Fund ETF (EPI) position steady in Q1 2026 at 85 shares worth $3.48K. The position accounts for ﹤0.01% of the portfolio, ranked #1674.

Creative Financial Designs first reported a position in EPI in Q3 2023 and has held it in 8 quarters since. The position peaked at $68.6K in Q3 2024. 272 funds tracked by Wall St. Rank hold EPI as of Q1 2026.

Creative Financial Designs held 85 shares of WisdomTree India Earnings Fund ETF worth $3.48K as of Q1 2026.
Creative Financial Designs left its WisdomTree India Earnings Fund ETF share count unchanged in Q1 2026.
WisdomTree India Earnings Fund ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1674 holding.
Creative Financial Designs first reported a position in WisdomTree India Earnings Fund ETF in Q3 2023 and has held it in 8 quarters since.
Creative Financial Designs's WisdomTree India Earnings Fund ETF position peaked at $68.6K in Q3 2024.
272 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.