Evercore Wealth Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Evercore Wealth 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	–	Sell	-4,475	Closed	-$207K	–	426
2025 Q4	$207K	Buy	+4,475	New	+$205K	﹤0.01%	387
2025 Q3	–	Sell	-4,475	Closed	-$212K	–	420
2025 Q2	$212K	Buy	+4,475	New	+$203K	﹤0.01%	380
2025 Q1	–	Sell	-4,475	Closed	-$203K	–	422
2024 Q4	$203K	Hold	4,475	–	–	﹤0.01%	402
2024 Q3	$226K	Hold	4,475	–	–	﹤0.01%	382
2024 Q2	$216K	Buy	+4,475	New	+$204K	﹤0.01%	387
2018 Q1	–	Sell	-4,475	Closed	-$125K	–	472
2017 Q4	$125K	Hold	4,475	–	–	﹤0.01%	426
2017 Q3	$113K	Hold	4,475	–	–	﹤0.01%	441
2017 Q2	$110K	Hold	4,475	–	–	﹤0.01%	450
2017 Q1	$108K	Buy	+4,475	New	+$99.7K	﹤0.01%	464
2016 Q1	–	Sell	-1,200	Closed	-$24K	–	957
2015 Q4	$24K	Hold	1,200	–	–	﹤0.01%	731
2015 Q3	$24K	Sell	1,200 -42	-3%	-$873	﹤0.01%	706
2015 Q2	$27K	Buy	1,242 +42	+4%	+$925	﹤0.01%	734
2015 Q1	$27K	Buy	+1,200	New	+$28K	﹤0.01%	733
2014 Q4	–	Sell	-1,200	Closed	-$26K	–	892
2014 Q3	$26K	Hold	1,200	–	–	﹤0.01%	700
2014 Q2	$27K	Buy	+1,200	New	+$25K	﹤0.01%	697

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 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

Evercore Wealth Management's EPI Position: Q1 2026 in Review

Evercore Wealth Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2026, closing a stake of 4,475 shares — an estimated $207K sold.

Evercore Wealth Management first reported a position in EPI in Q2 2014 and held it in 15 quarters. The position peaked at $226K in Q3 2024. 275 funds tracked by Wall St. Rank hold EPI as of Q1 2026.

Evercore Wealth Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2026 after selling out during the quarter.
Evercore Wealth Management sold 4,475 WisdomTree India Earnings Fund ETF shares in Q1 2026, an estimated $207K.
Evercore Wealth Management first reported a position in WisdomTree India Earnings Fund ETF in Q2 2014 and held it in 15 quarters.
Evercore Wealth Management's WisdomTree India Earnings Fund ETF position peaked at $226K in Q3 2024.
275 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.