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Hanson & Doremus Investment Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Hanson & Doremus Investment 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
Q1 		$86K Sell
2,119
-546
-20% -$24.1K 0.01% 277
2025
Q4 		$123K Hold
2,665
– – 0.01% 234
2025
Q3 		$118K Hold
2,665
– – 0.01% 250
2025
Q2 		$127K Hold
2,665
– – 0.02% 240
2025
Q1 		$116K Hold
2,665
– – 0.02% 241
2024
Q4 		$121K Hold
2,665
– – 0.02% 228
2024
Q3 		$134K Hold
2,665
– – 0.02% 215
2024
Q2 		$129K Hold
2,665
– – 0.02% 212
2024
Q1 		$116K Hold
2,665
– – 0.02% 228
2023
Q4 		$109K Hold
2,665
– – 0.02% 233
2023
Q3 		$98K Hold
2,665
– – 0.02% 234
2023
Q2 		$93K Hold
2,665
– – 0.02% 238
2023
Q1 		$84K Hold
2,665
– – 0.02% 251
2022
Q4 		$87K Hold
2,665
– – 0.02% 246
2022
Q3 		$81K Buy
+2,665
New +$84.7K 0.02% 248

Other funds holding EPI

MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

Hanson & Doremus Investment Management's EPI Position: Q1 2026 in Review

Hanson & Doremus Investment Management reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 20% in Q1 2026, selling an estimated $24.1K and leaving 2,119 shares worth $86K. The position accounts for 0.01% of the portfolio, ranked #277.

Hanson & Doremus Investment Management first reported a position in EPI in Q3 2022 and has held it in 15 quarters since. The position peaked at $134K in Q3 2024. 272 funds tracked by Wall St. Rank hold EPI as of Q1 2026.

  • Hanson & Doremus Investment Management held 2,119 shares of WisdomTree India Earnings Fund ETF worth $86K as of Q1 2026.
  • Hanson & Doremus Investment Management sold 546 WisdomTree India Earnings Fund ETF shares in Q1 2026, an estimated $24.1K.
  • WisdomTree India Earnings Fund ETF made up 0.01% of Hanson & Doremus Investment Management's portfolio in Q1 2026, its #277 holding.
  • Hanson & Doremus Investment Management first reported a position in WisdomTree India Earnings Fund ETF in Q3 2022 and has held it in 15 quarters since.
  • Hanson & Doremus Investment Management's WisdomTree India Earnings Fund ETF position peaked at $134K in Q3 2024.
  • 272 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2026.

Based on Hanson & Doremus Investment Management's 13F filing for Q1 2026, filed 17 Apr 2026.