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Global Trust Asset Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Global Trust Asset 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 		$196K Sell
4,580
-300
-6% -$12.8K 0.06% 145
2026
Q1 		$199K Buy
4,880
+200
+4% +$8.84K 0.08% 134
2025
Q4 		$217K Buy
4,680
+1,240
+36% +$56.8K 0.09% 132
2025
Q3 		$152K Buy
3,440
+715
+26% +$32.5K 0.07% 194
2025
Q2 		$129K Buy
2,725
+1,225
+82% +$55.6K 0.07% 191
2025
Q1 		$65.6K Sell
1,500
-4,200
-74% -$180K 0.04% 234
2024
Q4 		$258K Sell
5,700
-3,450
-38% -$164K 0.1% 150
2024
Q3 		$462K Buy
9,150
+3,100
+51% +$153K 0.17% 116
2024
Q2 		$292K Buy
6,050
+750
+14% +$34.2K 0.12% 138
2024
Q1 		$231K Buy
5,300
+5,200
+5,200% +$223K 0.09% 150
2023
Q4 		$4.1K Buy
+100
New +$3.79K ﹤0.01% 380
2021
Q4 		– Sell
-7,309
Closed -$273K – 417
2021
Q3 		$273K Buy
+7,309
New +$260K 0.12% 136
2018
Q1 		– Sell
-10,800
Closed -$301K – 378
2017
Q4 		$301K Buy
+10,800
New +$288K 0.21% 114

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

Global Trust Asset Management's EPI Position: Q2 2026 in Review

Global Trust Asset Management reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 6.1% in Q2 2026, selling an estimated $12.8K and leaving 4,580 shares worth $196K. The position accounts for 0.06% of the portfolio, ranked #145.

Global Trust Asset Management first reported a position in EPI in Q4 2017 and has held it in 13 quarters since. The position peaked at $462K in Q3 2024. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • Global Trust Asset Management held 4,580 shares of WisdomTree India Earnings Fund ETF worth $196K as of Q2 2026.
  • Global Trust Asset Management sold 300 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $12.8K.
  • WisdomTree India Earnings Fund ETF made up 0.06% of Global Trust Asset Management's portfolio in Q2 2026, its #145 holding.
  • Global Trust Asset Management first reported a position in WisdomTree India Earnings Fund ETF in Q4 2017 and has held it in 13 quarters since.
  • Global Trust Asset Management's WisdomTree India Earnings Fund ETF position peaked at $462K in Q3 2024.
  • 250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Global Trust Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.