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 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 $9.12B AUM 42.07% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

Envestnet Portfolio Solutions's EPI Position: Q1 2026 in Review

Envestnet Portfolio Solutions increased its WisdomTree India Earnings Fund ETF (EPI) stake by 7.6% in Q1 2026, buying an estimated $27K and bringing the position to 8,622 shares worth $352K. The position accounts for ﹤0.01% of the portfolio, ranked #1042.

Envestnet Portfolio Solutions first reported a position in EPI in Q1 2024 and has held it in 4 quarters since. The position peaked at $467K in Q4 2024. 272 funds tracked by Wall St. Rank hold EPI as of Q1 2026.

Envestnet Portfolio Solutions held 8,622 shares of WisdomTree India Earnings Fund ETF worth $352K as of Q1 2026.
Envestnet Portfolio Solutions bought 611 WisdomTree India Earnings Fund ETF shares in Q1 2026, an estimated $27K.
WisdomTree India Earnings Fund ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q1 2026, its #1042 holding.
Envestnet Portfolio Solutions first reported a position in WisdomTree India Earnings Fund ETF in Q1 2024 and has held it in 4 quarters since.
Envestnet Portfolio Solutions's WisdomTree India Earnings Fund ETF position peaked at $467K in Q4 2024.
272 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.