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 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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 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 $5.37B AUM 18.53% 1-Year Est. Return

Islay Capital Management's EPI Position: Q1 2026 in Review

Islay Capital Management held its WisdomTree India Earnings Fund ETF (EPI) position steady in Q1 2026 at 3,000 shares worth $122K. The position accounts for 0.06% of the portfolio, ranked #103.

Islay Capital Management first reported a position in EPI in Q2 2024 and has held it in 8 quarters since. The position peaked at $151K in Q3 2024. 272 funds tracked by Wall St. Rank hold EPI as of Q1 2026.

Islay Capital Management held 3,000 shares of WisdomTree India Earnings Fund ETF worth $122K as of Q1 2026.
Islay Capital Management left its WisdomTree India Earnings Fund ETF share count unchanged in Q1 2026.
WisdomTree India Earnings Fund ETF made up 0.06% of Islay Capital Management's portfolio in Q1 2026, its #103 holding.
Islay Capital Management first reported a position in WisdomTree India Earnings Fund ETF in Q2 2024 and has held it in 8 quarters since.
Islay Capital Management's WisdomTree India Earnings Fund ETF position peaked at $151K in Q3 2024.
272 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2026.

Based on Islay Capital Management's 13F filing for Q1 2026, filed 14 May 2026.