EH
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Equitable Holdings’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Equitable Holdings’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 		$4.59M Sell
107,191
-10,138
-9% -$432K 0.03% 482
2026
Q1 		$5.43M Sell
117,329
-8,171
-7% -$361K 0.04% 410
2025
Q4 		$5.81M Buy
125,500
+18,354
+17% +$841K 0.04% 339
2025
Q3 		$4.74M Buy
107,146
+12,791
+14% +$581K 0.03% 368
2025
Q2 		$4.48M Buy
94,355
+43,205
+84% +$1.96M 0.04% 351
2025
Q1 		$2.24M Sell
51,150
-36,772
-42% -$1.58M 0.02% 481
2024
Q4 		$3.98M Sell
87,922
-52,991
-38% -$2.51M 0.04% 327
2024
Q3 		$7.11M Buy
140,913
+8,575
+6% +$423K 0.07% 218
2024
Q2 		$6.39M Buy
132,338
+24,127
+22% +$1.1M 0.07% 221
2024
Q1 		$4.71M Buy
108,211
+27,612
+34% +$1.19M 0.05% 251
2023
Q4 		$3.3M Buy
80,599
+24,247
+43% +$919K 0.04% 290
2023
Q3 		$2.07M Buy
56,352
+32,402
+135% +$1.17M 0.03% 354
2023
Q2 		$833K Buy
23,950
+6,308
+36% +$209K 0.01% 562
2023
Q1 		$556K Buy
17,642
+2,251
+15% +$72.5K 0.01% 623
2022
Q4 		$502K Buy
15,391
+1,851
+14% +$60K 0.01% 609
2022
Q3 		$414K Sell
13,540
-651
-5% -$20.7K 0.01% 606
2022
Q2 		$421K Buy
14,191
+463
+3% +$15.8K 0.01% 595
2022
Q1 		$494K Sell
13,728
-543
-4% -$19.7K 0.01% 576
2021
Q4 		$521K Buy
14,271
+1,496
+12% +$55.9K 0.01% 558
2021
Q3 		$478K Buy
12,775
+18
+0.1% +$640 0.01% 554
2021
Q2 		$432K Sell
12,757
-286
-2% -$9.32K 0.01% 570
2021
Q1 		$411K Buy
13,043
+3,337
+34% +$104K 0.01% 551
2020
Q4 		$284K Buy
+9,706
New +$253K 0.01% 576

Other funds holding EPI

MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
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

Equitable Holdings's EPI Position: Q2 2026 in Review

Equitable Holdings reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 8.6% in Q2 2026, selling an estimated $432K and leaving 107,191 shares worth $4.59M. The position accounts for 0.03% of the portfolio, ranked #482.

Equitable Holdings first reported a position in EPI in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.11M in Q3 2024. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • Equitable Holdings held 107,191 shares of WisdomTree India Earnings Fund ETF worth $4.59M as of Q2 2026.
  • Equitable Holdings sold 10,138 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $432K.
  • WisdomTree India Earnings Fund ETF made up 0.03% of Equitable Holdings's portfolio in Q2 2026, its #482 holding.
  • Equitable Holdings first reported a position in WisdomTree India Earnings Fund ETF in Q4 2020 and has held it in 23 quarters since.
  • Equitable Holdings's WisdomTree India Earnings Fund ETF position peaked at $7.11M in Q3 2024.
  • 250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.