FWL Investment Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

FWL 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 Q2	$211K	Buy	4,923 +217	+5%	+$9.25K	0.04%	111
2026 Q1	$192K	Buy	4,706 +593	+14%	+$26.2K	0.04%	106
2025 Q4	$190K	Buy	4,113 +657	+19%	+$30.1K	0.05%	87
2025 Q3	$153K	Sell	3,456 -1,078	-24%	-$48.9K	0.04%	94
2025 Q2	$215K	Sell	4,534 -441	-9%	-$20K	0.07%	85
2025 Q1	$217K	Buy	4,975 +457	+10%	+$19.6K	0.08%	76
2024 Q4	$205K	Buy	4,518 +3,647	+419%	+$173K	0.07%	80
2024 Q3	$44K	Buy	871 +273	+46%	+$13.5K	0.02%	128
2024 Q2	$28.9K	Sell	598 -21	-3%	-$957	0.01%	137
2024 Q1	$27K	Buy	619 +315	+104%	+$13.5K	0.01%	125
2023 Q4	$12.5K	Sell	304 -125	-29%	-$4.74K	0.01%	148
2023 Q3	$15.8K	Buy	+429	New	+$15.5K	0.01%	131
2023 Q1	–	Sell	-359	Closed	-$11.7K	–	105
2022 Q4	$11.7K	Buy	+359	New	+$11.6K	0.01%	136

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

FWL Investment Management's EPI Position: Q2 2026 in Review

FWL Investment Management increased its WisdomTree India Earnings Fund ETF (EPI) stake by 4.6% in Q2 2026, buying an estimated $9.25K and bringing the position to 4,923 shares worth $211K. The position accounts for 0.04% of the portfolio, ranked #111.

FWL Investment Management first reported a position in EPI in Q4 2022 and has held it in 13 quarters since. The position peaked at $217K in Q1 2025. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

FWL Investment Management held 4,923 shares of WisdomTree India Earnings Fund ETF worth $211K as of Q2 2026.
FWL Investment Management bought 217 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $9.25K.
WisdomTree India Earnings Fund ETF made up 0.04% of FWL Investment Management's portfolio in Q2 2026, its #111 holding.
FWL Investment Management first reported a position in WisdomTree India Earnings Fund ETF in Q4 2022 and has held it in 13 quarters since.
FWL Investment Management's WisdomTree India Earnings Fund ETF position peaked at $217K in Q1 2025.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.