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Goldenstone Wealth Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Goldenstone Wealth 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 		$494K Sell
11,543
-193
-2% -$8.23K 0.32% 53
2026
Q1 		$479K Buy
11,736
+409
+4% +$18.1K 0.35% 50
2025
Q4 		$524K Buy
+11,327
New +$519K 0.39% 43

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

Goldenstone Wealth Management's EPI Position: Q2 2026 in Review

Goldenstone Wealth Management reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 1.6% in Q2 2026, selling an estimated $8.23K and leaving 11,543 shares worth $494K. The position accounts for 0.32% of the portfolio, ranked #53.

Goldenstone Wealth Management first reported a position in EPI in Q4 2025 and has held it in 3 quarters since. The position peaked at $524K in Q4 2025. 251 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • Goldenstone Wealth Management held 11,543 shares of WisdomTree India Earnings Fund ETF worth $494K as of Q2 2026.
  • Goldenstone Wealth Management sold 193 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $8.23K.
  • WisdomTree India Earnings Fund ETF made up 0.32% of Goldenstone Wealth Management's portfolio in Q2 2026, its #53 holding.
  • Goldenstone Wealth Management first reported a position in WisdomTree India Earnings Fund ETF in Q4 2025 and has held it in 3 quarters since.
  • Goldenstone Wealth Management's WisdomTree India Earnings Fund ETF position peaked at $524K in Q4 2025.
  • 251 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Goldenstone Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.