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 Q2	$3.65K	Hold	85	–	–	﹤0.01%	1785
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 $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

Creative Financial Designs's EPI Position: Q2 2026 in Review

Creative Financial Designs held its WisdomTree India Earnings Fund ETF (EPI) position steady in Q2 2026 at 85 shares worth $3.65K. The position accounts for ﹤0.01% of the portfolio, ranked #1785.

Creative Financial Designs first reported a position in EPI in Q3 2023 and has held it in 9 quarters since. The position peaked at $68.6K in Q3 2024. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Creative Financial Designs held 85 shares of WisdomTree India Earnings Fund ETF worth $3.65K as of Q2 2026.
Creative Financial Designs left its WisdomTree India Earnings Fund ETF share count unchanged in Q2 2026.
WisdomTree India Earnings Fund ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1785 holding.
Creative Financial Designs first reported a position in WisdomTree India Earnings Fund ETF in Q3 2023 and has held it in 9 quarters since.
Creative Financial Designs's WisdomTree India Earnings Fund ETF position peaked at $68.6K in Q3 2024.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.