DADC
EPI icon

D.A. Davidson & Co’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

D.A. Davidson & Co’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
-9,838
Closed -$401K – 1616
2026
Q1 		$401K Hold
9,838
– – ﹤0.01% 1248
2025
Q4 		$455K Buy
9,838
+272
+3% +$12.5K ﹤0.01% 1176
2025
Q3 		$423K Buy
+9,566
New +$434K ﹤0.01% 1192
2017
Q3 		– Sell
-419
Closed -$10K – 1335
2017
Q2 		$10K Sell
419
-3,208
-88% -$79.6K ﹤0.01% 2034
2017
Q1 		$87K Buy
3,627
+4
+0.1% +$89 ﹤0.01% 1307
2016
Q4 		$73K Buy
3,623
+2,001
+123% +$41.6K ﹤0.01% 1443
2016
Q3 		$35K Buy
1,622
+1,203
+287% +$25.7K ﹤0.01% 1673
2016
Q2 		$8K Hold
419
– – ﹤0.01% 2018
2016
Q1 		$8K Hold
419
– – ﹤0.01% 1951
2015
Q4 		$8K Buy
+419
New +$8.34K ﹤0.01% 1934
2015
Q2 		– Sell
-1,306
Closed -$29K – 2218
2015
Q1 		$29K Sell
1,306
-3,512
-73% -$81.9K ﹤0.01% 1580
2014
Q4 		$105K Sell
4,818
-45,640
-90% -$1.03M ﹤0.01% 1103
2014
Q3 		$1.1M Buy
50,458
+40,982
+432% +$923K 0.04% 399
2014
Q2 		$211K Buy
+9,476
New +$197K 0.01% 871

Other funds holding EPI

MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
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

D.A. Davidson & Co's EPI Position: Q2 2026 in Review

D.A. Davidson & Co sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2026, closing a stake of 9,838 shares — an estimated $401K sold.

D.A. Davidson & Co first reported a position in EPI in Q2 2014 and held it in 14 quarters. The position peaked at $1.1M in Q3 2014. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • D.A. Davidson & Co reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2026 after selling out during the quarter.
  • D.A. Davidson & Co sold 9,838 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $401K.
  • D.A. Davidson & Co first reported a position in WisdomTree India Earnings Fund ETF in Q2 2014 and held it in 14 quarters.
  • D.A. Davidson & Co's WisdomTree India Earnings Fund ETF position peaked at $1.1M in Q3 2014.
  • 250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.