HRT Financial’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

HRT Financial’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	$483K	Buy	+11,299	New	+$482K	﹤0.01%	2713
2025 Q2	–	Sell	-9,027	Closed	-$394K	–	2870
2025 Q1	$394K	Buy	9,027 +4,476	+98%	+$192K	﹤0.01%	1618
2024 Q4	$206K	Buy	+4,551	New	+$216K	﹤0.01%	1924
2024 Q3	–	Sell	-19,092	Closed	-$921K	–	2615
2024 Q2	$921K	Buy	+19,092	New	+$871K	0.01%	1054
2024 Q1	–	Sell	-17,352	Closed	-$711K	–	2507
2023 Q4	$711K	Buy	17,352 +4,637	+36%	+$176K	0.01%	1169
2023 Q3	$467K	Buy	+12,715	New	+$460K	﹤0.01%	1440
2021 Q2	–	Sell	-7,196	Closed	-$226K	–	3012
2021 Q1	$226K	Sell	7,196 -35,405	-83%	-$1.1M	﹤0.01%	2258
2020 Q4	$1.24M	Buy	+42,601	New	+$1.11M	0.03%	508
2020 Q1	–	Sell	-43,918	Closed	-$1.09M	–	909
2019 Q4	$1.09M	Buy	43,918 +34,982	+391%	+$849K	0.05%	312
2019 Q3	$213K	Buy	+8,936	New	+$215K	0.01%	1116
2018 Q4	–	Sell	-18,852	Closed	-$454K	–	628
2018 Q3	$454K	Buy	+18,852	New	+$491K	0.07%	190
2016 Q4	–	Sell	-21,035	Closed	-$454K	–	79
2016 Q3	$454K	Buy	+21,035	New	+$450K	0.4%	37
2016 Q2	–	Sell	-12,005	Closed	-$234K	–	116
2016 Q1	$234K	Buy	+12,005	New	+$219K	0.24%	55
2015 Q2	–	Sell	-13,523	Closed	-$308K	–	169
2015 Q1	$308K	Buy	+13,523	New	+$315K	0.39%	30

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

HRT Financial's EPI Position: Q2 2026 in Review

HRT Financial opened a new position in WisdomTree India Earnings Fund ETF (EPI) in Q2 2026: 11,299 shares worth $483K. The stake represents ﹤0.01% of the portfolio and ranks #2713 among its holdings. This is a return to the name: HRT Financial previously reported a position in EPI as recently as Q1 2025.

HRT Financial first reported a position in EPI in Q1 2015 and has held it in 14 quarters since. The position peaked at $1.24M in Q4 2020. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

HRT Financial held 11,299 shares of WisdomTree India Earnings Fund ETF worth $483K as of Q2 2026.
WisdomTree India Earnings Fund ETF was a new HRT Financial position in Q2 2026.
WisdomTree India Earnings Fund ETF made up ﹤0.01% of HRT Financial's portfolio in Q2 2026, its #2713 holding.
HRT Financial first reported a position in WisdomTree India Earnings Fund ETF in Q1 2015 and has held it in 14 quarters since.
HRT Financial's WisdomTree India Earnings Fund ETF position peaked at $1.24M in Q4 2020.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.