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WELLINGTON-ALTUS USA INC.’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

WELLINGTON-ALTUS USA INC.’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
-215
Closed -$9.95K – 713
2025
Q4 		$9.95K Buy
+215
New +$9.85K 0.01% 578

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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
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

WELLINGTON-ALTUS USA INC.'s EPI Position: Q1 2026 in Review

WELLINGTON-ALTUS USA INC. sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2026, closing a stake of 215 shares — an estimated $9.95K sold.

WELLINGTON-ALTUS USA INC. first reported a position in EPI in Q4 2025 and held it in 1 quarter. The position peaked at $9.95K in Q4 2025. 275 funds tracked by Wall St. Rank hold EPI as of Q1 2026.

  • WELLINGTON-ALTUS USA INC. reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2026 after selling out during the quarter.
  • WELLINGTON-ALTUS USA INC. sold 215 WisdomTree India Earnings Fund ETF shares in Q1 2026, an estimated $9.95K.
  • WELLINGTON-ALTUS USA INC. first reported a position in WisdomTree India Earnings Fund ETF in Q4 2025 and held it in 1 quarter.
  • WELLINGTON-ALTUS USA INC.'s WisdomTree India Earnings Fund ETF position peaked at $9.95K in Q4 2025.
  • 275 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2026.

Based on WELLINGTON-ALTUS USA INC.'s 13F filing for Q1 2026, filed 17 Sep 2026.