Focus Partners Wealth’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Focus Partners Wealth’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 Q2	$657K	Buy	15,358 +290	+2%	+$12.4K	﹤0.01%	1830
2026 Q1	$615K	Hold	15,068	–	–	﹤0.01%	1828
2025 Q4	$697K	Buy	+15,068	New	+$690K	﹤0.01%	1791
2025 Q1	–	Sell	-5,987	Closed	-$271K	–	1948
2024 Q4	$271K	Buy	+5,987	New	+$284K	﹤0.01%	1597
2024 Q3	–	Sell	-5,477	Closed	-$273K	–	1612
2024 Q2	$273K	Buy	5,477 +882	+19%	+$40.2K	﹤0.01%	1094
2024 Q1	$208K	Buy	+4,595	New	+$197K	﹤0.01%	925

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Focus Partners Wealth's EPI Position: Q2 2026 in Review

Focus Partners Wealth increased its WisdomTree India Earnings Fund ETF (EPI) stake by 1.9% in Q2 2026, buying an estimated $12.4K and bringing the position to 15,358 shares worth $657K. The position accounts for ﹤0.01% of the portfolio, ranked #1830.

Focus Partners Wealth first reported a position in EPI in Q1 2024 and has held it in 6 quarters since. The position peaked at $697K in Q4 2025. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Focus Partners Wealth held 15,358 shares of WisdomTree India Earnings Fund ETF worth $657K as of Q2 2026.
Focus Partners Wealth bought 290 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $12.4K.
WisdomTree India Earnings Fund ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1830 holding.
Focus Partners Wealth first reported a position in WisdomTree India Earnings Fund ETF in Q1 2024 and has held it in 6 quarters since.
Focus Partners Wealth's WisdomTree India Earnings Fund ETF position peaked at $697K in Q4 2025.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.