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EPI icon

GenTrust’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

GenTrust’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 		$10.4M Buy
242,315
+4,819
+2% +$205K 0.4% 42
2026
Q1 		$9.69M Buy
237,496
+18,500
+8% +$818K 0.41% 40
2025
Q4 		$10.1M Buy
218,996
+13,482
+7% +$617K 0.44% 40
2025
Q3 		$9.08M Sell
205,514
-270,996
-57% -$12.3M 0.41% 44
2025
Q2 		$22.6M Buy
476,510
+180,739
+61% +$8.2M 1.07% 24
2025
Q1 		$12.9M Buy
295,771
+300
+0.1% +$12.9K 0.62% 32
2024
Q4 		$13.4M Buy
295,471
+87,600
+42% +$4.15M 0.58% 36
2024
Q3 		$10.5M Buy
207,871
+118,000
+131% +$5.82M 0.51% 38
2024
Q2 		$4.34M Buy
89,871
+65,900
+275% +$3M 0.24% 51
2024
Q1 		$1.04M Sell
23,971
-1,770
-7% -$76K 0.06% 79
2023
Q4 		$1.06M Buy
25,741
+1,900
+8% +$72K 0.07% 74
2023
Q3 		$876K Sell
23,841
-1,567
-6% -$56.7K 0.06% 82
2023
Q2 		$884K Hold
25,408
– – 0.06% 83
2023
Q1 		$801K Hold
25,408
– – 0.06% 81
2022
Q4 		$828K Sell
25,408
-2,400
-9% -$77.8K 0.07% 78
2022
Q3 		$849K Hold
27,808
– – 0.07% 73
2022
Q2 		$825K Buy
27,808
+1,567
+6% +$53.4K 0.07% 75
2022
Q1 		$945K Buy
26,241
+300
+1% +$10.9K 0.07% 73
2021
Q4 		$970K Buy
25,941
+2,621
+11% +$98K 0.08% 74
2021
Q3 		$872K Sell
23,320
-3,150
-12% -$112K 0.07% 80
2021
Q2 		$896K Sell
26,470
-3,600
-12% -$117K 0.08% 82
2021
Q1 		$938K Buy
+30,070
New +$935K 0.09% 70
2020
Q4 		– Sell
-36,620
Closed -$955K – 130
2020
Q3 		$864K Sell
36,620
-450
-1% -$10.2K 0.08% 63
2020
Q2 		$743K Sell
37,070
-574
-2% -$10.5K 0.09% 58
2020
Q1 		$610K Buy
37,644
+10,580
+39% +$236K 0.09% 63
2019
Q4 		$674K Sell
27,064
-670
-2% -$16.3K 0.1% 56
2019
Q3 		$661K Buy
27,734
+4,502
+19% +$108K 0.1% 53
2019
Q2 		$605K Sell
23,232
-1,240
-5% -$32.2K 0.1% 55
2019
Q1 		$644K Sell
24,472
-4,351
-15% -$107K 0.11% 53
2018
Q4 		$714K Sell
28,823
-2,232
-7% -$52.1K 0.13% 55
2018
Q3 		$748K Sell
31,055
-3,982
-11% -$104K 0.12% 45
2018
Q2 		$882K Sell
35,037
-9,030
-20% -$235K 0.15% 40
2018
Q1 		$1.16M Sell
44,067
-826
-2% -$22.7K 0.2% 39
2017
Q4 		$1.25M Sell
44,893
-3,995
-8% -$107K 0.22% 37
2017
Q3 		$1.23M Buy
48,888
+18
+0% +$468 0.23% 39
2017
Q2 		$1.2M Buy
48,870
+2,013
+4% +$49.9K 0.25% 40
2017
Q1 		$1.13M Buy
46,857
+1,507
+3% +$33.6K 0.26% 37
2016
Q4 		$916K Buy
+45,350
New +$943K 0.18% 48

Other funds holding EPI

MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
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

GenTrust's EPI Position: Q2 2026 in Review

GenTrust increased its WisdomTree India Earnings Fund ETF (EPI) stake by 2% in Q2 2026, buying an estimated $205K and bringing the position to 242,315 shares worth $10.4M. The position accounts for 0.4% of the portfolio, ranked #42.

GenTrust first reported a position in EPI in Q4 2016 and has held it in 38 quarters since. The position peaked at $22.6M in Q2 2025. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • GenTrust held 242,315 shares of WisdomTree India Earnings Fund ETF worth $10.4M as of Q2 2026.
  • GenTrust bought 4,819 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $205K.
  • WisdomTree India Earnings Fund ETF made up 0.4% of GenTrust's portfolio in Q2 2026, its #42 holding.
  • GenTrust first reported a position in WisdomTree India Earnings Fund ETF in Q4 2016 and has held it in 38 quarters since.
  • GenTrust's WisdomTree India Earnings Fund ETF position peaked at $22.6M in Q2 2025.
  • 250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on GenTrust's 13F filing for Q2 2026, filed 6 Aug 2026.