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 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

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

Islay Capital Management's EPI Position: Q2 2026 in Review

Islay Capital Management held its WisdomTree India Earnings Fund ETF (EPI) position steady in Q2 2026 at 3,000 shares worth $128K. The position accounts for 0.06% of the portfolio, ranked #113.

Islay Capital Management first reported a position in EPI in Q2 2024 and has held it in 9 quarters since. The position peaked at $151K in Q3 2024. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Islay Capital Management held 3,000 shares of WisdomTree India Earnings Fund ETF worth $128K as of Q2 2026.
Islay Capital Management left its WisdomTree India Earnings Fund ETF share count unchanged in Q2 2026.
WisdomTree India Earnings Fund ETF made up 0.06% of Islay Capital Management's portfolio in Q2 2026, its #113 holding.
Islay Capital Management first reported a position in WisdomTree India Earnings Fund ETF in Q2 2024 and has held it in 9 quarters since.
Islay Capital Management's WisdomTree India Earnings Fund ETF position peaked at $151K in Q3 2024.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Islay Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.