Diversified Trust’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Diversified Trust’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	$366K	Hold	8,560	–	–	0.01%	851
2026 Q1	$349K	Hold	8,560	–	–	0.01%	797
2025 Q4	$396K	Hold	8,560	–	–	0.01%	730
2025 Q3	$378K	Hold	8,560	–	–	0.01%	736
2025 Q2	$406K	Hold	8,560	–	–	0.01%	661
2025 Q1	$374K	Hold	8,560	–	–	0.01%	659
2024 Q4	$388K	Hold	8,560	–	–	0.01%	661
2024 Q3	$432K	Hold	8,560	–	–	0.01%	633
2024 Q2	$413K	Hold	8,560	–	–	0.01%	596
2024 Q1	$373K	Hold	8,560	–	–	0.01%	590
2023 Q4	$351K	Hold	8,560	–	–	0.01%	607
2023 Q3	$315K	Hold	8,560	–	–	0.01%	603
2023 Q2	$298K	Hold	8,560	–	–	0.01%	625
2023 Q1	$270K	Hold	8,560	–	–	0.01%	662
2022 Q4	$279K	Hold	8,560	–	–	0.01%	610
2022 Q3	$261K	Hold	8,560	–	–	0.01%	590
2022 Q2	$254K	Hold	8,560	–	–	0.01%	613
2022 Q1	$308K	Hold	8,560	–	–	0.01%	607
2021 Q4	$312K	Hold	8,560	–	–	0.01%	619
2021 Q3	$320K	Hold	8,560	–	–	0.01%	564
2021 Q2	$290K	Hold	8,560	–	–	0.01%	558
2021 Q1	$270K	Hold	8,560	–	–	0.01%	585
2020 Q4	$250K	Hold	8,560	–	–	0.01%	579
2020 Q3	$202K	Buy	+8,560	New	+$194K	0.01%	577

Other funds holding EPI

LFS

Leibman Financial Services Louisville, Nebraska $150M AUM 20.45% 1-Year Est. Return

Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

OPWM

Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

AFS

AFG Fiduciary Services Hingham, Massachusetts $128M AUM 24.3% 1-Year Est. Return

WGS

Washington Growth Strategies Washington, District of Columbia $180M AUM 31.73% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

BWM

BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return

HCA

Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return

Diversified Trust's EPI Position: Q2 2026 in Review

Diversified Trust held its WisdomTree India Earnings Fund ETF (EPI) position steady in Q2 2026 at 8,560 shares worth $366K. The position accounts for 0.01% of the portfolio, ranked #851.

Diversified Trust first reported a position in EPI in Q3 2020 and has held it in 24 quarters since. The position peaked at $432K in Q3 2024. 30 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Diversified Trust held 8,560 shares of WisdomTree India Earnings Fund ETF worth $366K as of Q2 2026.
Diversified Trust left its WisdomTree India Earnings Fund ETF share count unchanged in Q2 2026.
WisdomTree India Earnings Fund ETF made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #851 holding.
Diversified Trust first reported a position in WisdomTree India Earnings Fund ETF in Q3 2020 and has held it in 24 quarters since.
Diversified Trust's WisdomTree India Earnings Fund ETF position peaked at $432K in Q3 2024.
30 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.