Financial & Tax Architects’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Financial & Tax Architects’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	-29,535	Closed	-$1.37M	–	112
2025 Q4	$1.37M	Buy	+29,535	New	+$1.35M	0.31%	59
2024 Q1	–	Sell	-22,163	Closed	-$909K	–	88
2023 Q4	$909K	Sell	22,163 -15,525	-41%	-$588K	0.27%	48
2023 Q3	$1.39M	Buy	37,688 +461	+1%	+$16.7K	0.43%	45
2023 Q2	$1.3M	Buy	+37,227	New	+$1.23M	0.4%	44
2022 Q4	–	Sell	-14,386	Closed	-$439K	–	86
2022 Q3	$439K	Buy	+14,386	New	+$457K	0.16%	54

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

Financial & Tax Architects's EPI Position: Q1 2026 in Review

Financial & Tax Architects sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2026, closing a stake of 29,535 shares — an estimated $1.37M sold.

Financial & Tax Architects first reported a position in EPI in Q3 2022 and held it in 5 quarters. The position peaked at $1.39M in Q3 2023. 275 funds tracked by Wall St. Rank hold EPI as of Q1 2026.

Financial & Tax Architects reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2026 after selling out during the quarter.
Financial & Tax Architects sold 29,535 WisdomTree India Earnings Fund ETF shares in Q1 2026, an estimated $1.37M.
Financial & Tax Architects first reported a position in WisdomTree India Earnings Fund ETF in Q3 2022 and held it in 5 quarters.
Financial & Tax Architects's WisdomTree India Earnings Fund ETF position peaked at $1.39M in Q3 2023.
275 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2026.

Based on Financial & Tax Architects's 13F filing for Q1 2026, filed 23 Apr 2026.