Integrated Wealth Concepts’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Integrated Wealth Concepts’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	$335K	Buy	7,831 +900	+13%	+$38.4K	﹤0.01%	1907
2026 Q1	$283K	Buy	+6,931	New	+$306K	﹤0.01%	1898
2025 Q4	–	Sell	-6,423	Closed	-$284K	–	1749
2025 Q3	$284K	Buy	+6,423	New	+$292K	﹤0.01%	1662
2025 Q1	–	Sell	-18,208	Closed	-$824K	–	1769
2024 Q4	$824K	Sell	18,208 -6,502	-26%	-$308K	0.01%	903
2024 Q3	$1.25M	Buy	24,710 +8,113	+49%	+$400K	0.02%	718
2024 Q2	$801K	Buy	+16,597	New	+$757K	0.01%	855
2024 Q1	–	Sell	-32,205	Closed	-$1.32M	–	1666
2023 Q4	$1.32M	Sell	32,205 -2,745	-8%	-$104K	0.02%	618
2023 Q3	$1.28M	Buy	+34,950	New	+$1.26M	0.02%	592
2022 Q1	–	Sell	-26,481	Closed	-$966K	–	977
2021 Q4	$966K	Buy	26,481 +1,560	+6%	+$58.3K	0.03%	428
2021 Q3	$932K	Buy	+24,921	New	+$887K	0.03%	403
2021 Q2	–	Sell	-24,627	Closed	-$776K	–	813
2021 Q1	$776K	Buy	24,627 +67	+0.3%	+$2.08K	0.03%	353
2020 Q4	$717K	Buy	+24,560	New	+$640K	0.03%	321

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

Integrated Wealth Concepts's EPI Position: Q2 2026 in Review

Integrated Wealth Concepts increased its WisdomTree India Earnings Fund ETF (EPI) stake by 13% in Q2 2026, buying an estimated $38.4K and bringing the position to 7,831 shares worth $335K. The position accounts for ﹤0.01% of the portfolio, ranked #1907.

Integrated Wealth Concepts first reported a position in EPI in Q4 2020 and has held it in 12 quarters since. The position peaked at $1.32M in Q4 2023. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Integrated Wealth Concepts held 7,831 shares of WisdomTree India Earnings Fund ETF worth $335K as of Q2 2026.
Integrated Wealth Concepts bought 900 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $38.4K.
WisdomTree India Earnings Fund ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1907 holding.
Integrated Wealth Concepts first reported a position in WisdomTree India Earnings Fund ETF in Q4 2020 and has held it in 12 quarters since.
Integrated Wealth Concepts's WisdomTree India Earnings Fund ETF position peaked at $1.32M in Q4 2023.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.