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

GSB 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 		$3.92M Sell
91,559
-16,215
-15% -$691K 0.79% 41
2026
Q1 		$4.4M Buy
107,774
+9,716
+10% +$430K 0.99% 28
2025
Q4 		$4.54M Buy
98,058
+3,422
+4% +$157K 1.03% 27
2025
Q3 		$4.18M Buy
94,636
+2,025
+2% +$91.9K 0.95% 31
2025
Q2 		$4.4M Buy
92,611
+74
+0.1% +$3.36K 1.08% 22
2025
Q1 		$4.04M Buy
92,537
+6,627
+8% +$284K 1.06% 22
2024
Q4 		$3.89M Buy
85,910
+16,787
+24% +$796K 1% 24
2024
Q3 		$3.49M Sell
69,123
-3,740
-5% -$184K 0.89% 29
2024
Q2 		$3.52M Buy
72,863
+1,222
+2% +$55.7K 0.96% 25
2024
Q1 		$3.12M Buy
71,641
+10,749
+18% +$462K 0.88% 31
2023
Q4 		$2.5M Buy
60,892
+864
+1% +$32.7K 0.77% 40
2023
Q3 		$2.21M Sell
60,028
-2,881
-5% -$104K 0.74% 41
2023
Q2 		$2.19M Sell
62,909
-31,200
-33% -$1.03M 0.71% 45
2023
Q1 		$3.01M Buy
94,109
+25,115
+36% +$808K 0.98% 23
2022
Q4 		$2.25M Buy
68,994
+3,320
+5% +$108K 0.8% 39
2022
Q3 		$2.01M Sell
65,674
-3,392
-5% -$108K 0.73% 43
2022
Q2 		$2.05M Buy
69,066
+20,331
+42% +$693K 0.7% 46
2022
Q1 		$1.75M Buy
+48,735
New +$1.77M 0.51% 69

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

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

GSB Wealth Management reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 15% in Q2 2026, selling an estimated $691K and leaving 91,559 shares worth $3.92M. The position accounts for 0.79% of the portfolio, ranked #41.

GSB Wealth Management first reported a position in EPI in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.54M in Q4 2025. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • GSB Wealth Management held 91,559 shares of WisdomTree India Earnings Fund ETF worth $3.92M as of Q2 2026.
  • GSB Wealth Management sold 16,215 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $691K.
  • WisdomTree India Earnings Fund ETF made up 0.79% of GSB Wealth Management's portfolio in Q2 2026, its #41 holding.
  • GSB Wealth Management first reported a position in WisdomTree India Earnings Fund ETF in Q1 2022 and has held it in 18 quarters since.
  • GSB Wealth Management's WisdomTree India Earnings Fund ETF position peaked at $4.54M in Q4 2025.
  • 250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on GSB Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.