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

Harbour Investments’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 		$312K Buy
7,653
+1,584
+26% +$70K ﹤0.01% 1285
2025
Q4 		$281K Buy
6,069
+1,356
+29% +$62.1K 0.01% 1126
2025
Q3 		$208K Buy
4,713
+804
+21% +$36.5K ﹤0.01% 1212
2025
Q2 		$186K Buy
3,909
+367
+10% +$16.7K ﹤0.01% 1206
2025
Q1 		$155K Buy
3,542
+2,648
+296% +$114K ﹤0.01% 1220
2024
Q4 		$40.5K Sell
894
-496
-36% -$23.5K ﹤0.01% 1820
2024
Q3 		$70.1K Buy
1,390
+1,152
+484% +$56.8K ﹤0.01% 1501
2024
Q2 		$11.5K Buy
238
+32
+16% +$1.46K ﹤0.01% 2194
2024
Q1 		$8.97K Buy
206
+196
+1,960% +$8.42K ﹤0.01% 2267
2023
Q4 		$410 Buy
+10
New +$379 ﹤0.01% 2949

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

Harbour Investments's EPI Position: Q1 2026 in Review

Harbour Investments increased its WisdomTree India Earnings Fund ETF (EPI) stake by 26% in Q1 2026, buying an estimated $70K and bringing the position to 7,653 shares worth $312K. The position accounts for ﹤0.01% of the portfolio, ranked #1285.

Harbour Investments first reported a position in EPI in Q4 2023 and has held it in 10 quarters since. 272 funds tracked by Wall St. Rank hold EPI as of Q1 2026.

  • Harbour Investments held 7,653 shares of WisdomTree India Earnings Fund ETF worth $312K as of Q1 2026.
  • Harbour Investments bought 1,584 WisdomTree India Earnings Fund ETF shares in Q1 2026, an estimated $70K.
  • WisdomTree India Earnings Fund ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #1285 holding.
  • Harbour Investments first reported a position in WisdomTree India Earnings Fund ETF in Q4 2023 and has held it in 10 quarters since.
  • 272 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.