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

Horizon 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 		$8.56K Sell
200
-200
-50% -$8.53K ﹤0.01% 1211
2026
Q1 		$16.3K Buy
400
+200
+100% +$8.84K ﹤0.01% 1178
2025
Q4 		$9.26K Hold
200
– – ﹤0.01% 1171
2025
Q3 		$8.84K Buy
200
+100
+100% +$4.54K ﹤0.01% 1041
2025
Q2 		$4.75K Buy
+100
New +$4.54K ﹤0.01% 1005

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

Horizon Investments's EPI Position: Q2 2026 in Review

Horizon Investments reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 50% in Q2 2026, selling an estimated $8.53K and leaving 200 shares worth $8.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1211.

Horizon Investments first reported a position in EPI in Q2 2025 and has held it in 5 quarters since. The position peaked at $16.3K in Q1 2026. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • Horizon Investments held 200 shares of WisdomTree India Earnings Fund ETF worth $8.56K as of Q2 2026.
  • Horizon Investments sold 200 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $8.53K.
  • WisdomTree India Earnings Fund ETF made up ﹤0.01% of Horizon Investments's portfolio in Q2 2026, its #1211 holding.
  • Horizon Investments first reported a position in WisdomTree India Earnings Fund ETF in Q2 2025 and has held it in 5 quarters since.
  • Horizon Investments's WisdomTree India Earnings Fund ETF position peaked at $16.3K in Q1 2026.
  • 250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

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