EP Wealth Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

EP Wealth Advisors’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	$789K	Buy	18,452 +10,022	+119%	+$427K	﹤0.01%	833
2026 Q1	$344K	Sell	8,430 -8,795	-51%	-$389K	﹤0.01%	1082
2025 Q4	$797K	Buy	+17,225	New	+$789K	﹤0.01%	686
2025 Q2	$1.04M	Buy	+21,960	New	+$996K	0.01%	557

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

EP Wealth Advisors's EPI Position: Q2 2026 in Review

EP Wealth Advisors increased its WisdomTree India Earnings Fund ETF (EPI) stake by 119% in Q2 2026, buying an estimated $427K and bringing the position to 18,452 shares worth $789K. The position accounts for ﹤0.01% of the portfolio, ranked #833.

EP Wealth Advisors first reported a position in EPI in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.04M in Q2 2025. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

EP Wealth Advisors held 18,452 shares of WisdomTree India Earnings Fund ETF worth $789K as of Q2 2026.
EP Wealth Advisors bought 10,022 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $427K.
WisdomTree India Earnings Fund ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #833 holding.
EP Wealth Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q2 2025 and has held it in 4 quarters since.
EP Wealth Advisors's WisdomTree India Earnings Fund ETF position peaked at $1.04M in Q2 2025.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.