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

Envision Financial Transparency’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	$229K	Buy	+4,555	New	+$194K	0.2%	53

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

Envision Financial Transparency's EPI Position: Q2 2026 in Review

Envision Financial Transparency opened a new position in WisdomTree India Earnings Fund ETF (EPI) in Q2 2026: 4,555 shares worth $229K. The stake represents 0.2% of the portfolio and ranks #53 among its holdings.

251 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Envision Financial Transparency held 4,555 shares of WisdomTree India Earnings Fund ETF worth $229K as of Q2 2026.
WisdomTree India Earnings Fund ETF was a new Envision Financial Transparency position in Q2 2026.
WisdomTree India Earnings Fund ETF made up 0.2% of Envision Financial Transparency's portfolio in Q2 2026, its #53 holding.
251 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Envision Financial Transparency's 13F filing for Q2 2026, filed 21 Aug 2026.