Golden State Equity Partners’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Golden State Equity 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	-9,502	Closed	-$388K	–	764
2026 Q1	$388K	Sell	9,502 -4,045	-30%	-$179K	0.03%	515
2025 Q4	$627K	Buy	13,547 +430	+3%	+$19.7K	0.1%	230
2025 Q3	$580K	Buy	13,117 +95	+0.7%	+$4.31K	0.1%	237
2025 Q2	$618K	Sell	13,022 -22	-0.2%	-$998	0.11%	220
2025 Q1	$570K	Buy	13,044 +1,333	+11%	+$57.2K	0.11%	222
2024 Q4	$530K	Buy	11,711 +247	+2%	+$11.7K	0.1%	222
2024 Q3	$578K	Sell	11,464 -1,427	-11%	-$70.4K	0.09%	230
2024 Q2	$622K	Buy	+12,891	New	+$588K	0.13%	177

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

Golden State Equity Partners's EPI Position: Q2 2026 in Review

Golden State Equity Partners sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2026, closing a stake of 9,502 shares — an estimated $388K sold.

Golden State Equity Partners first reported a position in EPI in Q2 2024 and held it in 8 quarters. The position peaked at $627K in Q4 2025. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Golden State Equity Partners reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 9,502 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $388K.
Golden State Equity Partners first reported a position in WisdomTree India Earnings Fund ETF in Q2 2024 and held it in 8 quarters.
Golden State Equity Partners's WisdomTree India Earnings Fund ETF position peaked at $627K in Q4 2025.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.