Ferguson Shapiro’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Ferguson Shapiro’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	-66,956	Closed	-$3.1M	–	92
2025 Q4	$3.1M	Buy	66,956 +5,997	+10%	+$275K	0.95%	21
2025 Q3	$2.69M	Buy	60,959 +703	+1%	+$31.9K	0.87%	15
2025 Q2	$2.86M	Buy	60,256 +275	+0.5%	+$12.5K	0.96%	14
2025 Q1	$2.62M	Buy	59,981 +2,880	+5%	+$123K	0.98%	18
2024 Q4	$2.58M	Sell	57,101 -11,615	-17%	-$551K	0.96%	18
2024 Q3	$3.47M	Sell	68,716 -2,026	-3%	-$99.9K	1.29%	18
2024 Q2	$3.42M	Buy	70,742 +14,724	+26%	+$671K	1.34%	14
2024 Q1	$2.44M	Sell	56,018 -3,178	-5%	-$137K	1.12%	16
2023 Q4	$2.43M	Sell	59,196 -1,902	-3%	-$72.1K	1.17%	13
2023 Q3	$2.25M	Buy	+61,098	New	+$2.21M	1.24%	10

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

Ferguson Shapiro's EPI Position: Q1 2026 in Review

Ferguson Shapiro sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2026, closing a stake of 66,956 shares — an estimated $3.1M sold.

Ferguson Shapiro first reported a position in EPI in Q3 2023 and held it in 10 quarters. The position peaked at $3.47M in Q3 2024. 275 funds tracked by Wall St. Rank hold EPI as of Q1 2026.

Ferguson Shapiro reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2026 after selling out during the quarter.
Ferguson Shapiro sold 66,956 WisdomTree India Earnings Fund ETF shares in Q1 2026, an estimated $3.1M.
Ferguson Shapiro first reported a position in WisdomTree India Earnings Fund ETF in Q3 2023 and held it in 10 quarters.
Ferguson Shapiro's WisdomTree India Earnings Fund ETF position peaked at $3.47M in Q3 2024.
275 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2026.

Based on Ferguson Shapiro's 13F filing for Q1 2026, filed 23 Apr 2026.