International Assets Investment Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

International Assets Investment 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	$18.9K	Sell	445 -150	-25%	-$6.39K	﹤0.01%	1632
2026 Q1	$24.3K	Sell	595 -35	-6%	-$1.55K	﹤0.01%	1449
2025 Q4	$29.2K	Buy	+630	New	+$28.9K	﹤0.01%	1378
2024 Q4	–	Sell	-615,309	Closed	-$20.6K	–	1111
2024 Q3	$20.6K	Buy	615,309 +613,679	+37,649%	+$30.3M	0.06%	274
2024 Q2	$78.7K	Buy	+1,630	New	+$74.3K	0.01%	1018

Other funds holding EPI

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

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Randolph Company Cincinnati, Ohio $1.19B AUM 38.92% 1-Year Est. Return

LWP

Laurel Wealth Planning Edina, Minnesota $226M AUM 20.18% 1-Year Est. Return

LFS

Leibman Financial Services Louisville, Nebraska $150M AUM 20.45% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

International Assets Investment Management's EPI Position: Q2 2026 in Review

International Assets Investment Management reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 25% in Q2 2026, selling an estimated $6.39K and leaving 445 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1632.

International Assets Investment Management first reported a position in EPI in Q2 2024 and has held it in 5 quarters since. The position peaked at $78.7K in Q2 2024. 93 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

International Assets Investment Management held 445 shares of WisdomTree India Earnings Fund ETF worth $18.9K as of Q2 2026.
International Assets Investment Management sold 150 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $6.39K.
WisdomTree India Earnings Fund ETF made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1632 holding.
International Assets Investment Management first reported a position in WisdomTree India Earnings Fund ETF in Q2 2024 and has held it in 5 quarters since.
International Assets Investment Management's WisdomTree India Earnings Fund ETF position peaked at $78.7K in Q2 2024.
93 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.