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 Q2	$347K	Buy	8,112 +459	+6%	+$19.6K	﹤0.01%	1304
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 $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 Investments's EPI Position: Q2 2026 in Review

Harbour Investments increased its WisdomTree India Earnings Fund ETF (EPI) stake by 6% in Q2 2026, buying an estimated $19.6K and bringing the position to 8,112 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #1304.

Harbour Investments first reported a position in EPI in Q4 2023 and has held it in 11 quarters since. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Harbour Investments held 8,112 shares of WisdomTree India Earnings Fund ETF worth $347K as of Q2 2026.
Harbour Investments bought 459 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $19.6K.
WisdomTree India Earnings Fund ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #1304 holding.
Harbour Investments first reported a position in WisdomTree India Earnings Fund ETF in Q4 2023 and has held it in 11 quarters since.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.