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

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

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. 250 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.
250 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.