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Greykasell Wealth Strategies’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Greykasell Wealth Strategies’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
-2,427
Closed -$99K – 514
2026
Q1 		$99K Hold
2,427
– – 0.04% 192
2025
Q4 		$112K Buy
+2,427
New +$111K 0.04% 178

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

Greykasell Wealth Strategies's EPI Position: Q2 2026 in Review

Greykasell Wealth Strategies sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2026, closing a stake of 2,427 shares — an estimated $99K sold.

Greykasell Wealth Strategies first reported a position in EPI in Q4 2025 and held it in 2 quarters. The position peaked at $112K in Q4 2025. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • Greykasell Wealth Strategies reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2026 after selling out during the quarter.
  • Greykasell Wealth Strategies sold 2,427 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $99K.
  • Greykasell Wealth Strategies first reported a position in WisdomTree India Earnings Fund ETF in Q4 2025 and held it in 2 quarters.
  • Greykasell Wealth Strategies's WisdomTree India Earnings Fund ETF position peaked at $112K in Q4 2025.
  • 250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2026, filed 11 Aug 2026.