Insigneo Advisory Services’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Insigneo Advisory 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	$605K	Buy	14,134 +178	+1%	+$7.59K	0.02%	436
2026 Q1	$569K	Buy	13,956 +220	+2%	+$9.73K	0.04%	346
2025 Q4	$636K	Sell	13,736 -18	-0.1%	-$824	0.05%	308
2025 Q3	$608K	Buy	13,754 +30	+0.2%	+$1.36K	0.04%	318
2025 Q2	$651K	Buy	13,724 +2,427	+21%	+$110K	0.06%	271
2025 Q1	$494K	Sell	11,297 -4,273	-27%	-$183K	0.05%	311
2024 Q4	$705K	Buy	15,570 +703	+5%	+$33.3K	0.07%	221
2024 Q3	$750K	Buy	14,867 +1,536	+12%	+$75.7K	0.08%	221
2024 Q2	$632K	Buy	13,331 +3,252	+32%	+$148K	0.07%	243
2024 Q1	$439K	Buy	+10,079	New	+$433K	0.05%	293

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

Insigneo Advisory Services's EPI Position: Q2 2026 in Review

Insigneo Advisory Services increased its WisdomTree India Earnings Fund ETF (EPI) stake by 1.3% in Q2 2026, buying an estimated $7.59K and bringing the position to 14,134 shares worth $605K. The position accounts for 0.02% of the portfolio, ranked #436.

Insigneo Advisory Services first reported a position in EPI in Q1 2024 and has held it in 10 quarters since. The position peaked at $750K in Q3 2024. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Insigneo Advisory Services held 14,134 shares of WisdomTree India Earnings Fund ETF worth $605K as of Q2 2026.
Insigneo Advisory Services bought 178 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $7.59K.
WisdomTree India Earnings Fund ETF made up 0.02% of Insigneo Advisory Services's portfolio in Q2 2026, its #436 holding.
Insigneo Advisory Services first reported a position in WisdomTree India Earnings Fund ETF in Q1 2024 and has held it in 10 quarters since.
Insigneo Advisory Services's WisdomTree India Earnings Fund ETF position peaked at $750K in Q3 2024.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.