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IHT Wealth Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

IHT Wealth Management’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 		$913K Sell
21,342
-4,809
-18% -$205K 0.02% 633
2026
Q1 		$1.07M Buy
26,151
+162
+0.6% +$7.16K 0.02% 548
2025
Q4 		$1.2M Sell
25,989
-1,753
-6% -$80.3K 0.03% 488
2025
Q3 		$1.23M Sell
27,742
-4,509
-14% -$205K 0.03% 474
2025
Q2 		$1.53M Buy
32,251
+2,480
+8% +$113K 0.04% 377
2025
Q1 		$1.3M Buy
29,771
+7,694
+35% +$330K 0.04% 402
2024
Q4 		$999K Sell
22,077
-3,265
-13% -$155K 0.03% 452
2024
Q3 		$1.28M Buy
25,342
+10,228
+68% +$504K 0.04% 437
2024
Q2 		$730K Buy
15,114
+5,340
+55% +$243K 0.03% 517
2024
Q1 		$426K Sell
9,774
-1,717
-15% -$73.8K 0.02% 691
2023
Q4 		$471K Buy
11,491
+2,239
+24% +$84.8K 0.02% 618
2023
Q3 		$340K Buy
9,252
+222
+2% +$8.03K 0.02% 680
2023
Q2 		$314K Buy
9,030
+2,211
+32% +$73.3K 0.02% 700
2023
Q1 		$215K Buy
6,819
+290
+4% +$9.34K 0.01% 828
2022
Q4 		$213K Buy
+6,529
New +$212K 0.01% 794
2021
Q3 		– Sell
-7,193
Closed -$244K – 856
2021
Q2 		$244K Buy
7,193
+526
+8% +$17.1K 0.02% 787
2021
Q1 		$210K Buy
+6,667
New +$207K 0.02% 755
2018
Q2 		– Sell
-440
Closed -$11K – 693
2018
Q1 		$11K Hold
440
– – ﹤0.01% 1152
2017
Q4 		$13K Buy
440
+150
+52% +$4K ﹤0.01% 1109
2017
Q3 		$7K Buy
290
+243
+517% +$6.32K ﹤0.01% 1027
2017
Q2 		$11K Hold
47
– – 0.01% 943
2017
Q1 		$1K Hold
47
– – ﹤0.01% 1157
2016
Q4 		$1K Buy
+47
New +$977 ﹤0.01% 1103

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

IHT Wealth Management's EPI Position: Q2 2026 in Review

IHT Wealth Management reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 18% in Q2 2026, selling an estimated $205K and leaving 21,342 shares worth $913K. The position accounts for 0.02% of the portfolio, ranked #633.

IHT Wealth Management first reported a position in EPI in Q4 2016 and has held it in 23 quarters since. The position peaked at $1.53M in Q2 2025. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • IHT Wealth Management held 21,342 shares of WisdomTree India Earnings Fund ETF worth $913K as of Q2 2026.
  • IHT Wealth Management sold 4,809 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $205K.
  • WisdomTree India Earnings Fund ETF made up 0.02% of IHT Wealth Management's portfolio in Q2 2026, its #633 holding.
  • IHT Wealth Management first reported a position in WisdomTree India Earnings Fund ETF in Q4 2016 and has held it in 23 quarters since.
  • IHT Wealth Management's WisdomTree India Earnings Fund ETF position peaked at $1.53M in Q2 2025.
  • 250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.