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

DGS 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 Q1	$410K	Buy	10,056 +4,606	+85%	+$204K	0.07%	293
2025 Q4	$252K	Hold	5,450	–	–	0.04%	378
2025 Q3	$241K	Sell	5,450 -4	-0.1%	-$182	0.04%	342
2025 Q2	$259K	Hold	5,454	–	–	0.05%	266
2025 Q1	$238K	Sell	5,454 -4,726	-46%	-$203K	0.06%	256
2024 Q4	$461K	Hold	10,180	–	–	0.12%	157
2024 Q3	$514K	Hold	10,180	–	–	0.14%	154
2024 Q2	$491K	Buy	10,180 +4,730	+87%	+$216K	0.14%	144
2024 Q1	$237K	Buy	+5,450	New	+$234K	0.07%	241

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 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

DGS Capital Management's EPI Position: Q1 2026 in Review

DGS Capital Management increased its WisdomTree India Earnings Fund ETF (EPI) stake by 85% in Q1 2026, buying an estimated $204K and bringing the position to 10,056 shares worth $410K. The position accounts for 0.07% of the portfolio, ranked #293.

DGS Capital Management first reported a position in EPI in Q1 2024 and has held it in 9 quarters since. The position peaked at $514K in Q3 2024. 275 funds tracked by Wall St. Rank hold EPI as of Q1 2026.

DGS Capital Management held 10,056 shares of WisdomTree India Earnings Fund ETF worth $410K as of Q1 2026.
DGS Capital Management bought 4,606 WisdomTree India Earnings Fund ETF shares in Q1 2026, an estimated $204K.
WisdomTree India Earnings Fund ETF made up 0.07% of DGS Capital Management's portfolio in Q1 2026, its #293 holding.
DGS Capital Management first reported a position in WisdomTree India Earnings Fund ETF in Q1 2024 and has held it in 9 quarters since.
DGS Capital Management's WisdomTree India Earnings Fund ETF position peaked at $514K in Q3 2024.
275 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2026.

Based on DGS Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.