Harel Insurance Investments & Financial Services’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Harel Insurance Investments & Financial Services’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	$2.82M	Hold	66,000	–	–	0.01%	156
2026 Q1	$2.69M	Sell	66,000 -1,555,500	-96%	-$68.8M	0.02%	126
2025 Q4	$75.1M	Hold	1,621,500	–	–	0.65%	41
2025 Q3	$71.7M	Hold	1,621,500	–	–	0.64%	41
2025 Q2	$77M	Hold	1,621,500	–	–	0.88%	32
2025 Q1	$70.9M	Hold	1,621,500	–	–	0.93%	29
2024 Q4	$73.4M	Hold	1,621,500	–	–	1.2%	21
2024 Q3	$81.8M	Buy	1,621,500 +61,500	+4%	+$3.03M	1.41%	21
2024 Q2	$75.3M	Hold	1,560,000	–	–	1.42%	22
2024 Q1	$68M	Buy	1,560,000 +1,556,000	+38,900%	+$66.9M	1.32%	23
2023 Q4	$165K	Hold	4,000	–	–	﹤0.01%	304
2023 Q3	$147K	Sell	4,000 -1,700	-30%	-$61.5K	﹤0.01%	333
2023 Q2	$197K	Buy	5,700 +397	+7%	+$13.2K	﹤0.01%	312
2023 Q1	$166K	Hold	5,303	–	–	﹤0.01%	353
2022 Q4	$173K	Buy	+5,303	New	+$172K	﹤0.01%	297
2022 Q2	–	Sell	-8,000	Closed	-$288K	–	735
2022 Q1	$288K	Hold	8,000	–	–	﹤0.01%	305
2021 Q4	$292K	Buy	+8,000	New	+$299K	0.01%	328
2020 Q3	–	Sell	-7,000	Closed	-$140K	–	645
2020 Q2	$140K	Buy	+7,000	New	+$128K	﹤0.01%	295
2020 Q1	–	Sell	-10,000	Closed	-$249K	–	466
2019 Q4	$249K	Hold	10,000	–	–	0.01%	182
2019 Q3	$239K	Sell	10,000 -9,000	-47%	-$216K	0.02%	188
2019 Q2	$495K	Buy	19,000 +13,000	+217%	+$337K	0.03%	113
2019 Q1	$158K	Buy	+6,000	New	+$147K	0.01%	148
2018 Q4	–	Sell	-33,022	Closed	-$796K	–	481
2018 Q3	$796K	Sell	33,022 -5,000	-13%	-$130K	0.04%	117
2018 Q2	$957K	Sell	38,022 -10,978	-22%	-$285K	0.05%	96
2018 Q1	$1.28M	Buy	49,000 +14,000	+40%	+$385K	0.07%	89
2017 Q4	$974K	Buy	35,000 +4,820	+16%	+$129K	0.06%	90
2017 Q3	$760K	Buy	30,180 +2,805	+10%	+$72.9K	0.06%	74
2017 Q2	$671K	Buy	27,375 +7,275	+36%	+$180K	0.05%	91
2017 Q1	$493K	Buy	20,100 +19,300	+2,413%	+$430K	0.04%	89
2016 Q4	$16K	Hold	800	–	–	﹤0.01%	266
2016 Q3	$17K	Buy	+800	New	+$17.1K	﹤0.01%	322

Other funds holding EPI

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

KHLMTHM

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $809M AUM 25.2% 1-Year Est. Return

Harel Insurance Investments & Financial Services's EPI Position: Q2 2026 in Review

Harel Insurance Investments & Financial Services held its WisdomTree India Earnings Fund ETF (EPI) position steady in Q2 2026 at 66,000 shares worth $2.82M. The position accounts for 0.01% of the portfolio, ranked #156.

Harel Insurance Investments & Financial Services first reported a position in EPI in Q3 2016 and has held it in 31 quarters since. The position peaked at $81.8M in Q3 2024. 137 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Harel Insurance Investments & Financial Services held 66,000 shares of WisdomTree India Earnings Fund ETF worth $2.82M as of Q2 2026.
Harel Insurance Investments & Financial Services left its WisdomTree India Earnings Fund ETF share count unchanged in Q2 2026.
WisdomTree India Earnings Fund ETF made up 0.01% of Harel Insurance Investments & Financial Services's portfolio in Q2 2026, its #156 holding.
Harel Insurance Investments & Financial Services first reported a position in WisdomTree India Earnings Fund ETF in Q3 2016 and has held it in 31 quarters since.
Harel Insurance Investments & Financial Services's WisdomTree India Earnings Fund ETF position peaked at $81.8M in Q3 2024.
137 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.