Envestnet Portfolio Solutions’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Envestnet Portfolio Solutions’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	$398K	Buy	9,310 +688	+8%	+$29.3K	﹤0.01%	1072
2026 Q1	$352K	Buy	8,622 +611	+8%	+$27K	﹤0.01%	1042
2025 Q4	$371K	Buy	+8,011	New	+$367K	﹤0.01%	1178
2025 Q1	–	Sell	-10,318	Closed	-$467K	–	1617
2024 Q4	$467K	Buy	+10,318	New	+$489K	﹤0.01%	1281
2024 Q2	–	Sell	-10,585	Closed	-$461K	–	1641
2024 Q1	$461K	Buy	+10,585	New	+$455K	﹤0.01%	1157

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

Envestnet Portfolio Solutions's EPI Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its WisdomTree India Earnings Fund ETF (EPI) stake by 8% in Q2 2026, buying an estimated $29.3K and bringing the position to 9,310 shares worth $398K. The position accounts for ﹤0.01% of the portfolio, ranked #1072.

Envestnet Portfolio Solutions first reported a position in EPI in Q1 2024 and has held it in 5 quarters since. The position peaked at $467K in Q4 2024. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Envestnet Portfolio Solutions held 9,310 shares of WisdomTree India Earnings Fund ETF worth $398K as of Q2 2026.
Envestnet Portfolio Solutions bought 688 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $29.3K.
WisdomTree India Earnings Fund ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1072 holding.
Envestnet Portfolio Solutions first reported a position in WisdomTree India Earnings Fund ETF in Q1 2024 and has held it in 5 quarters since.
Envestnet Portfolio Solutions's WisdomTree India Earnings Fund ETF position peaked at $467K in Q4 2024.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.