Dunhill Financial’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Dunhill Financial’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	$233K	Hold	5,452	–	–	0.05%	142
2026 Q1	$222K	Hold	5,452	–	–	0.05%	141
2025 Q4	$252K	Hold	5,452	–	–	0.06%	113
2025 Q3	$241K	Hold	5,452	–	–	0.06%	114
2025 Q2	$259K	Hold	5,452	–	–	0.07%	92
2025 Q1	$238K	Hold	5,452	–	–	0.11%	82
2024 Q4	$247K	Buy	5,452 +5,332	+4,443%	+$253K	0.11%	76
2024 Q3	$6.05K	Buy	+120	New	+$5.92K	﹤0.01%	508

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

Dunhill Financial's EPI Position: Q2 2026 in Review

Dunhill Financial held its WisdomTree India Earnings Fund ETF (EPI) position steady in Q2 2026 at 5,452 shares worth $233K. The position accounts for 0.05% of the portfolio, ranked #142.

Dunhill Financial first reported a position in EPI in Q3 2024 and has held it in 8 quarters since. The position peaked at $259K in Q2 2025. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Dunhill Financial held 5,452 shares of WisdomTree India Earnings Fund ETF worth $233K as of Q2 2026.
Dunhill Financial left its WisdomTree India Earnings Fund ETF share count unchanged in Q2 2026.
WisdomTree India Earnings Fund ETF made up 0.05% of Dunhill Financial's portfolio in Q2 2026, its #142 holding.
Dunhill Financial first reported a position in WisdomTree India Earnings Fund ETF in Q3 2024 and has held it in 8 quarters since.
Dunhill Financial's WisdomTree India Earnings Fund ETF position peaked at $259K in Q2 2025.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.