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

Gateway Wealth Partners’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	–	Sell	-4,988	Closed	-$204K	–	807
2026 Q1	$204K	Sell	4,988 -4,512	-47%	-$200K	0.01%	900
2025 Q4	$440K	Buy	9,500 +2,380	+33%	+$109K	0.05%	296
2025 Q3	$315K	Sell	7,120 -2,671	-27%	-$121K	0.04%	310
2025 Q2	$465K	Sell	9,791 -913	-9%	-$41.4K	0.09%	209
2025 Q1	$468K	Sell	10,704 -1,390	-11%	-$59.6K	0.11%	187
2024 Q4	$547K	Buy	12,094 +842	+7%	+$39.9K	0.14%	155
2024 Q3	$568K	Buy	11,252 +5,157	+85%	+$254K	0.16%	143
2024 Q2	$294K	Buy	+6,095	New	+$278K	0.09%	205

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

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

Gateway Wealth Partners sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2026, closing a stake of 4,988 shares — an estimated $204K sold.

Gateway Wealth Partners first reported a position in EPI in Q2 2024 and held it in 8 quarters. The position peaked at $568K in Q3 2024. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Gateway Wealth Partners reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2026 after selling out during the quarter.
Gateway Wealth Partners sold 4,988 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $204K.
Gateway Wealth Partners first reported a position in WisdomTree India Earnings Fund ETF in Q2 2024 and held it in 8 quarters.
Gateway Wealth Partners's WisdomTree India Earnings Fund ETF position peaked at $568K in Q3 2024.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.