Islay Capital Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Islay Capital 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 Q3	–	Sell	-3,000	Closed	-$128K	–	130
2026 Q2	$128K	Hold	3,000	–	–	0.06%	113
2026 Q1	$122K	Hold	3,000	–	–	0.06%	103
2025 Q4	$139K	Hold	3,000	–	–	0.08%	91
2025 Q3	$133K	Hold	3,000	–	–	0.08%	105
2025 Q2	$142K	Hold	3,000	–	–	0.09%	92
2025 Q1	$131K	Hold	3,000	–	–	0.09%	91
2024 Q4	$136K	Hold	3,000	–	–	0.09%	100
2024 Q3	$151K	Hold	3,000	–	–	0.1%	93
2024 Q2	$145K	Buy	+3,000	New	+$137K	0.1%	95

Other funds holding EPI

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.32B AUM 14.73% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

CIBC Bancorp USA Chicago, Illinois $79.9B AUM

Islay Capital Management's EPI Position: Q3 2026 in Review

Islay Capital Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q3 2026, closing a stake of 3,000 shares — an estimated $128K sold.

Islay Capital Management first reported a position in EPI in Q2 2024 and held it in 9 quarters. The position peaked at $151K in Q3 2024. 198 funds tracked by Wall St. Rank hold EPI as of Q3 2026.

Islay Capital Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q3 2026 after selling out during the quarter.
Islay Capital Management sold 3,000 WisdomTree India Earnings Fund ETF shares in Q3 2026, an estimated $128K.
Islay Capital Management first reported a position in WisdomTree India Earnings Fund ETF in Q2 2024 and held it in 9 quarters.
Islay Capital Management's WisdomTree India Earnings Fund ETF position peaked at $151K in Q3 2024.
198 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2026.

Based on Islay Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.