HighTower Advisors
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HighTower Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

HighTower Advisors’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 		$304K Sell
7,098
-14,049
-66% -$599K ﹤0.01% 3207
2026
Q1 		$863K Buy
21,147
+2,661
+14% +$118K ﹤0.01% 2290
2025
Q4 		$856K Buy
18,486
+1,897
+11% +$86.9K ﹤0.01% 2237
2025
Q3 		$733K Sell
16,589
-2,581
-13% -$117K ﹤0.01% 2326
2025
Q2 		$910K Buy
19,170
+10,908
+132% +$495K ﹤0.01% 2074
2025
Q1 		$361K Sell
8,262
-61,760
-88% -$2.65M ﹤0.01% 2715
2024
Q4 		$3.17M Buy
70,022
+6,952
+11% +$330K ﹤0.01% 1266
2024
Q3 		$3.18M Sell
63,070
-33,107
-34% -$1.63M ﹤0.01% 1249
2024
Q2 		$4.65M Buy
96,177
+530
+0.6% +$24.2K 0.01% 1036
2024
Q1 		$4.15M Sell
95,647
-266,385
-74% -$11.4M 0.01% 1042
2023
Q4 		$14.8M Sell
362,032
-21,052
-5% -$798K 0.02% 562
2023
Q3 		$14.1M Buy
383,084
+185,072
+93% +$6.7M 0.03% 553
2023
Q2 		$6.88M Buy
198,012
+11,774
+6% +$390K 0.01% 772
2023
Q1 		$5.87M Sell
186,238
-6,143
-3% -$198K 0.01% 785
2022
Q4 		$6.27M Buy
+192,381
New +$6.23M 0.01% 763
2021
Q4 		– Sell
-5,396
Closed -$201K – 3346
2021
Q3 		$201K Buy
+5,396
New +$192K ﹤0.01% 2707
2020
Q1 		– Sell
-35,317
Closed -$879K – 2291
2019
Q4 		$879K Sell
35,317
-739
-2% -$17.9K 0.01% 1204
2019
Q3 		$862K Sell
36,056
-1,495
-4% -$35.9K ﹤0.01% 1249
2019
Q2 		$976K Buy
+37,551
New +$974K 0.01% 1205
2015
Q3 		– Sell
-13,028
Closed -$282K – 1883
2015
Q2 		$282K Buy
13,028
+3,931
+43% +$86.5K ﹤0.01% 1214
2015
Q1 		$207K Buy
+9,097
New +$212K ﹤0.01% 1424
2013
Q3 		– Sell
-165,229
Closed -$2.68M – 1379
2013
Q2 		$2.68M Buy
+165,229
New +$2.94M 0.07% 296

Other funds holding EPI

MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
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

HighTower Advisors's EPI Position: Q2 2026 in Review

HighTower Advisors reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 66% in Q2 2026, selling an estimated $599K and leaving 7,098 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #3207.

HighTower Advisors first reported a position in EPI in Q2 2013 and has held it in 22 quarters since. The position peaked at $14.8M in Q4 2023. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • HighTower Advisors held 7,098 shares of WisdomTree India Earnings Fund ETF worth $304K as of Q2 2026.
  • HighTower Advisors sold 14,049 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $599K.
  • WisdomTree India Earnings Fund ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #3207 holding.
  • HighTower Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q2 2013 and has held it in 22 quarters since.
  • HighTower Advisors's WisdomTree India Earnings Fund ETF position peaked at $14.8M in Q4 2023.
  • 250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.