F.L. Putnam Investment Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

F.L. Putnam 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	–	Sell	-4,850	Closed	-$225K	–	583
2025 Q4	$225K	Sell	4,850 -518	-10%	-$23.7K	﹤0.01%	559
2025 Q3	$237K	Sell	5,368 -783,748	-99%	-$35.6M	﹤0.01%	531
2025 Q2	$37.5M	Sell	789,116 -205,346	-21%	-$9.32M	0.64%	29
2025 Q1	$43.5M	Buy	994,462 +34,361	+4%	+$1.47M	0.82%	22
2024 Q4	$43.5M	Buy	960,101 +37,605	+4%	+$1.78M	0.79%	24
2024 Q3	$46.5M	Buy	+922,496	New	+$45.5M	0.84%	23

Other funds holding EPI

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 $7.29B AUM 16.22% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

F.L. Putnam Investment Management's EPI Position: Q1 2026 in Review

F.L. Putnam Investment Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2026, closing a stake of 4,850 shares — an estimated $225K sold.

F.L. Putnam Investment Management first reported a position in EPI in Q3 2024 and held it in 6 quarters. The position peaked at $46.5M in Q3 2024. 272 funds tracked by Wall St. Rank hold EPI as of Q1 2026.

F.L. Putnam Investment Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2026 after selling out during the quarter.
F.L. Putnam Investment Management sold 4,850 WisdomTree India Earnings Fund ETF shares in Q1 2026, an estimated $225K.
F.L. Putnam Investment Management first reported a position in WisdomTree India Earnings Fund ETF in Q3 2024 and held it in 6 quarters.
F.L. Putnam Investment Management's WisdomTree India Earnings Fund ETF position peaked at $46.5M in Q3 2024.
272 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q1 2026, filed 5 May 2026.