GEA
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Glen Eagle Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Glen Eagle 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 		$4.15M Sell
97,012
-439
-0.5% -$18.7K 0.52% 41
2026
Q1 		$3.98M Sell
97,451
-4,616
-5% -$204K 0.56% 35
2025
Q4 		$4.72M Sell
102,067
-2,103
-2% -$96.3K 0.64% 34
2025
Q3 		$4.6M Sell
104,170
-7
-0% -$318 0.64% 33
2025
Q2 		$4.95M Buy
104,177
+2,755
+3% +$125K 0.76% 26
2025
Q1 		$4.43M Buy
101,422
+197
+0.2% +$8.45K 0.73% 28
2024
Q4 		$4.58M Buy
101,225
+8,378
+9% +$397K 0.76% 29
2024
Q3 		$4.69M Buy
92,847
+9,096
+11% +$449K 0.79% 27
2024
Q2 		$4.04M Buy
83,751
+6,260
+8% +$285K 0.74% 28
2024
Q1 		$3.38M Buy
77,491
+6,227
+9% +$268K 0.64% 36
2023
Q4 		$2.92M Buy
71,264
+5,100
+8% +$193K 0.61% 37
2023
Q3 		$2.43M Buy
66,164
+15,816
+31% +$572K 0.56% 43
2023
Q2 		$1.77M Buy
50,348
+1,456
+3% +$48.2K 0.41% 55
2023
Q1 		$1.54M Sell
48,892
-660
-1% -$21.2K 0.39% 56
2022
Q4 		$1.61M Buy
49,552
+2,950
+6% +$95.6K 0.44% 49
2022
Q3 		$1.42M Sell
46,602
-128
-0.3% -$4.07K 0.41% 53
2022
Q2 		$1.39M Buy
46,730
+1,915
+4% +$65.2K 0.38% 60
2022
Q1 		$1.61M Buy
44,815
+939
+2% +$34.1K 0.42% 56
2021
Q4 		$1.6M Buy
43,876
+1,400
+3% +$52.3K 0.42% 58
2021
Q3 		$1.59M Buy
42,476
+1,183
+3% +$42.1K 0.46% 54
2021
Q2 		$1.4M Buy
41,293
+995
+2% +$32.4K 0.43% 56
2021
Q1 		$1.27M Buy
40,298
+2,291
+6% +$71.2K 0.44% 53
2020
Q4 		$1.11M Buy
38,007
+332
+0.9% +$8.65K 0.44% 50
2020
Q3 		$889K Hold
37,675
– – 0.4% 54
2020
Q2 		$755K Buy
37,675
+3,813
+11% +$69.5K 0.39% 54
2020
Q1 		$549K Sell
33,862
-359
-1% -$8K 0.38% 63
2019
Q4 		$852K Buy
34,221
+262
+0.8% +$6.36K 0.46% 55
2019
Q3 		$810K Sell
33,959
-226
-0.7% -$5.43K 0.53% 48
2019
Q2 		$891K Buy
34,185
+2,305
+7% +$59.8K 0.61% 42
2019
Q1 		$839K Buy
31,880
+1,118
+4% +$27.4K 0.61% 41
2018
Q4 		$763K Buy
30,762
+470
+2% +$11K 0.64% 39
2018
Q3 		$730K Buy
30,292
+1,400
+5% +$36.4K 0.52% 45
2018
Q2 		$727K Buy
28,892
+1,012
+4% +$26.3K 0.57% 41
2018
Q1 		$731K Buy
27,880
+1,400
+5% +$38.5K 0.6% 44
2017
Q4 		$737K Buy
26,480
+1,944
+8% +$51.8K 0.64% 38
2017
Q3 		$618K Sell
24,536
-16,644
-40% -$433K 0.58% 45
2017
Q2 		$1.03M Buy
41,180
+7,850
+24% +$195K 0.82% 27
2017
Q1 		$804K Buy
33,330
+1,900
+6% +$42.3K 0.69% 32
2016
Q4 		$635K Buy
+31,430
New +$653K 0.57% 39

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

Glen Eagle Advisors's EPI Position: Q2 2026 in Review

Glen Eagle Advisors reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 0.45% in Q2 2026, selling an estimated $18.7K and leaving 97,012 shares worth $4.15M. The position accounts for 0.52% of the portfolio, ranked #41.

Glen Eagle Advisors first reported a position in EPI in Q4 2016 and has held it in 39 quarters since. The position peaked at $4.95M in Q2 2025. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • Glen Eagle Advisors held 97,012 shares of WisdomTree India Earnings Fund ETF worth $4.15M as of Q2 2026.
  • Glen Eagle Advisors sold 439 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $18.7K.
  • WisdomTree India Earnings Fund ETF made up 0.52% of Glen Eagle Advisors's portfolio in Q2 2026, its #41 holding.
  • Glen Eagle Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q4 2016 and has held it in 39 quarters since.
  • Glen Eagle Advisors's WisdomTree India Earnings Fund ETF position peaked at $4.95M in Q2 2025.
  • 250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Glen Eagle Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.