Harbor Investment Advisory’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Harbor Investment Advisory’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	$109K	Sell	2,550 -3,800	-60%	-$162K	0.01%	535
2026 Q1	$259K	Sell	6,350 -200	-3%	-$8.84K	0.02%	361
2025 Q4	$303K	Sell	6,550 -600	-8%	-$27.5K	0.02%	343
2025 Q3	$316K	Sell	7,150 -500	-7%	-$22.7K	0.03%	333
2025 Q2	$363K	Sell	7,650 -205	-3%	-$9.3K	0.03%	304
2025 Q1	$343K	Sell	7,855 -5,800	-42%	-$249K	0.03%	297
2024 Q4	$618K	Sell	13,655 -350	-2%	-$16.6K	0.06%	208
2024 Q3	$707K	Buy	14,005 +1,900	+16%	+$93.7K	0.07%	198
2024 Q2	$584K	Buy	12,105 +320	+3%	+$14.6K	0.06%	211
2024 Q1	$513K	Buy	11,785 +1,000	+9%	+$43K	0.05%	223
2023 Q4	$442K	Buy	+10,785	New	+$409K	0.05%	227

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

Harbor Investment Advisory's EPI Position: Q2 2026 in Review

Harbor Investment Advisory reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 60% in Q2 2026, selling an estimated $162K and leaving 2,550 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #535.

Harbor Investment Advisory first reported a position in EPI in Q4 2023 and has held it in 11 quarters since. The position peaked at $707K in Q3 2024. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Harbor Investment Advisory held 2,550 shares of WisdomTree India Earnings Fund ETF worth $109K as of Q2 2026.
Harbor Investment Advisory sold 3,800 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $162K.
WisdomTree India Earnings Fund ETF made up 0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #535 holding.
Harbor Investment Advisory first reported a position in WisdomTree India Earnings Fund ETF in Q4 2023 and has held it in 11 quarters since.
Harbor Investment Advisory's WisdomTree India Earnings Fund ETF position peaked at $707K in Q3 2024.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.