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Evelyn Partners Investment Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Evelyn Partners Investment Management’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 		$40.8K Hold
1,000
– – ﹤0.01% 289
2025
Q4 		$46.3K Hold
1,000
– – ﹤0.01% 284
2025
Q3 		$44.2K Hold
1,000
– – ﹤0.01% 286
2025
Q2 		$47.5K Hold
1,000
– – ﹤0.01% 287
2025
Q1 		$43.7K Hold
1,000
– – ﹤0.01% 285
2024
Q4 		$45.3K Buy
+1,000
New +$47.4K ﹤0.01% 279

Other funds holding EPI

MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
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 $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

Evelyn Partners Investment Management's EPI Position: Q1 2026 in Review

Evelyn Partners Investment Management held its WisdomTree India Earnings Fund ETF (EPI) position steady in Q1 2026 at 1,000 shares worth $40.8K. The position accounts for ﹤0.01% of the portfolio, ranked #289.

Evelyn Partners Investment Management first reported a position in EPI in Q4 2024 and has held it in 6 quarters since. The position peaked at $47.5K in Q2 2025. 272 funds tracked by Wall St. Rank hold EPI as of Q1 2026.

  • Evelyn Partners Investment Management held 1,000 shares of WisdomTree India Earnings Fund ETF worth $40.8K as of Q1 2026.
  • Evelyn Partners Investment Management left its WisdomTree India Earnings Fund ETF share count unchanged in Q1 2026.
  • WisdomTree India Earnings Fund ETF made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #289 holding.
  • Evelyn Partners Investment Management first reported a position in WisdomTree India Earnings Fund ETF in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's WisdomTree India Earnings Fund ETF position peaked at $47.5K in Q2 2025.
  • 272 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.