Harbour Investment Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Harbour 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 Q2	$383K	Sell	8,950 -240	-3%	-$10.2K	0.2%	87
2026 Q1	$375K	Sell	9,190 -264	-3%	-$11.7K	0.2%	87
2025 Q4	$438K	Buy	9,454 +1,630	+21%	+$74.7K	0.23%	80
2025 Q3	$346K	Sell	7,824 -313	-4%	-$14.2K	0.15%	86
2025 Q2	$386K	Sell	8,137 -210	-3%	-$9.53K	0.17%	80
2025 Q1	$365K	Buy	8,347 +1,010	+14%	+$43.3K	0.17%	80
2024 Q4	$332K	Hold	7,337	–	–	0.15%	85
2024 Q3	$370K	Buy	7,337 +152	+2%	+$7.5K	0.16%	77
2024 Q2	$347K	Buy	+7,185	New	+$328K	0.16%	74

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

Harbour Investment Management's EPI Position: Q2 2026 in Review

Harbour Investment Management reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 2.6% in Q2 2026, selling an estimated $10.2K and leaving 8,950 shares worth $383K. The position accounts for 0.2% of the portfolio, ranked #87.

Harbour Investment Management first reported a position in EPI in Q2 2024 and has held it in 9 quarters since. The position peaked at $438K in Q4 2025. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Harbour Investment Management held 8,950 shares of WisdomTree India Earnings Fund ETF worth $383K as of Q2 2026.
Harbour Investment Management sold 240 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $10.2K.
WisdomTree India Earnings Fund ETF made up 0.2% of Harbour Investment Management's portfolio in Q2 2026, its #87 holding.
Harbour Investment Management first reported a position in WisdomTree India Earnings Fund ETF in Q2 2024 and has held it in 9 quarters since.
Harbour Investment Management's WisdomTree India Earnings Fund ETF position peaked at $438K in Q4 2025.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Harbour Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.