GHP Investment Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

GHP Investment Advisors’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	$347K	Hold	8,104	–	–	0.01%	358
2026 Q1	$331K	Hold	8,104	–	–	0.01%	350
2025 Q4	$375K	Hold	8,104	–	–	0.02%	333
2025 Q3	$358K	Hold	8,104	–	–	0.02%	329
2025 Q2	$385K	Sell	8,104 -1,103	-12%	-$50K	0.02%	322
2025 Q1	$402K	Hold	9,207	–	–	0.02%	314
2024 Q4	$417K	Hold	9,207	–	–	0.02%	308
2024 Q3	$465K	Hold	9,207	–	–	0.02%	308
2024 Q2	$445K	Hold	9,207	–	–	0.02%	309
2024 Q1	$401K	Hold	9,207	–	–	0.02%	320
2023 Q4	$377K	Hold	9,207	–	–	0.02%	327
2023 Q3	$339K	Hold	9,207	–	–	0.02%	328
2023 Q2	$330K	Hold	9,207	–	–	0.02%	335
2023 Q1	$290K	Hold	9,207	–	–	0.02%	332
2022 Q4	$300K	Hold	9,207	–	–	0.02%	335
2022 Q3	$281K	Hold	9,207	–	–	0.02%	326
2022 Q2	$273K	Hold	9,207	–	–	0.02%	325
2022 Q1	$332K	Hold	9,207	–	–	0.02%	311
2021 Q4	$336K	Hold	9,207	–	–	0.02%	276
2021 Q3	$344K	Hold	9,207	–	–	0.03%	259
2021 Q2	$312K	Hold	9,207	–	–	0.03%	261
2021 Q1	$290K	Hold	9,207	–	–	0.03%	259
2020 Q4	$269K	Hold	9,207	–	–	0.03%	261
2020 Q3	$217K	Buy	+9,207	New	+$209K	0.02%	259
2020 Q1	–	Sell	-9,207	Closed	-$229K	–	284
2019 Q4	$229K	Hold	9,207	–	–	0.02%	286
2019 Q3	$220K	Hold	9,207	–	–	0.03%	285
2019 Q2	$240K	Buy	+9,207	New	+$239K	0.03%	290

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

GHP Investment Advisors's EPI Position: Q2 2026 in Review

GHP Investment Advisors held its WisdomTree India Earnings Fund ETF (EPI) position steady in Q2 2026 at 8,104 shares worth $347K. The position accounts for 0.01% of the portfolio, ranked #358.

GHP Investment Advisors first reported a position in EPI in Q2 2019 and has held it in 27 quarters since. The position peaked at $465K in Q3 2024. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

GHP Investment Advisors held 8,104 shares of WisdomTree India Earnings Fund ETF worth $347K as of Q2 2026.
GHP Investment Advisors left its WisdomTree India Earnings Fund ETF share count unchanged in Q2 2026.
WisdomTree India Earnings Fund ETF made up 0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #358 holding.
GHP Investment Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q2 2019 and has held it in 27 quarters since.
GHP Investment Advisors's WisdomTree India Earnings Fund ETF position peaked at $465K in Q3 2024.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.