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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

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
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
RC
Randolph Company Cincinnati, Ohio $1.19B AUM 38.92% 1-Year Est. Return
LFS
Leibman Financial Services Louisville, Nebraska $150M AUM 20.45% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
GWM
GSB Wealth Management Guilford, Connecticut $498M AUM 27.51% 1-Year Est. Return
PCOTEOTHU
Provident Company of the Employees of the Hebrew University Jerusalem, Israel $131M AUM 66.95% 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. 73 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.
  • 73 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.