Davis Capital Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Davis Capital Management’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	$2.74K	Hold	64	–	–	﹤0.01%	360
2026 Q1	$2.61K	Hold	64	–	–	﹤0.01%	279
2025 Q4	$2.96K	Hold	64	–	–	﹤0.01%	281
2025 Q3	$2.83K	Buy	+64	New	+$2.9K	﹤0.01%	287

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

Davis Capital Management's EPI Position: Q2 2026 in Review

Davis Capital Management held its WisdomTree India Earnings Fund ETF (EPI) position steady in Q2 2026 at 64 shares worth $2.74K. The position accounts for ﹤0.01% of the portfolio, ranked #360.

Davis Capital Management first reported a position in EPI in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.96K in Q4 2025. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Davis Capital Management held 64 shares of WisdomTree India Earnings Fund ETF worth $2.74K as of Q2 2026.
Davis Capital Management left its WisdomTree India Earnings Fund ETF share count unchanged in Q2 2026.
WisdomTree India Earnings Fund ETF made up ﹤0.01% of Davis Capital Management's portfolio in Q2 2026, its #360 holding.
Davis Capital Management first reported a position in WisdomTree India Earnings Fund ETF in Q3 2025 and has held it in 4 quarters since.
Davis Capital Management's WisdomTree India Earnings Fund ETF position peaked at $2.96K in Q4 2025.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Davis Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.