Crewe Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Crewe 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 Q2	$391K	Hold	9,150	–	–	0.03%	164
2026 Q1	$373K	Buy	9,150 +2,500	+38%	+$111K	0.03%	153
2025 Q4	$308K	Hold	6,650	–	–	0.03%	170
2025 Q3	$294K	Hold	6,650	–	–	0.03%	168
2025 Q2	$316K	Hold	6,650	–	–	0.04%	116
2025 Q1	$291K	Sell	6,650 -4,781	-42%	-$205K	0.04%	113
2024 Q4	$517K	Hold	11,431	–	–	0.07%	76
2024 Q3	$577K	Buy	11,431 +2,281	+25%	+$112K	0.07%	76
2024 Q2	$442K	Hold	9,150	–	–	0.05%	114
2024 Q1	$399K	Buy	+9,150	New	+$393K	0.05%	116

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

Crewe Advisors's EPI Position: Q2 2026 in Review

Crewe Advisors held its WisdomTree India Earnings Fund ETF (EPI) position steady in Q2 2026 at 9,150 shares worth $391K. The position accounts for 0.03% of the portfolio, ranked #164.

Crewe Advisors first reported a position in EPI in Q1 2024 and has held it in 10 quarters since. The position peaked at $577K in Q3 2024. 251 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Crewe Advisors held 9,150 shares of WisdomTree India Earnings Fund ETF worth $391K as of Q2 2026.
Crewe Advisors left its WisdomTree India Earnings Fund ETF share count unchanged in Q2 2026.
WisdomTree India Earnings Fund ETF made up 0.03% of Crewe Advisors's portfolio in Q2 2026, its #164 holding.
Crewe Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q1 2024 and has held it in 10 quarters since.
Crewe Advisors's WisdomTree India Earnings Fund ETF position peaked at $577K in Q3 2024.
251 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.