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JPL Wealth Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

JPL Wealth 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 		– Sell
-16,210
Closed -$750K – 1555
2025
Q4 		$750K Sell
16,210
-7,815
-33% -$358K 0.18% 88
2025
Q3 		$1.06M Sell
24,025
-230
-0.9% -$10.4K 0.25% 80
2025
Q2 		$1.15M Buy
24,255
+1,775
+8% +$80.5K 0.31% 75
2025
Q1 		$983K Buy
22,480
+3,420
+18% +$147K 0.28% 75
2024
Q4 		$863K Buy
+19,060
New +$904K 0.25% 76

Other funds holding EPI

MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
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
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 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

JPL Wealth Management's EPI Position: Q1 2026 in Review

JPL Wealth Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2026, closing a stake of 16,210 shares — an estimated $750K sold.

JPL Wealth Management first reported a position in EPI in Q4 2024 and held it in 5 quarters. The position peaked at $1.15M in Q2 2025. 275 funds tracked by Wall St. Rank hold EPI as of Q1 2026.

  • JPL Wealth Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2026 after selling out during the quarter.
  • JPL Wealth Management sold 16,210 WisdomTree India Earnings Fund ETF shares in Q1 2026, an estimated $750K.
  • JPL Wealth Management first reported a position in WisdomTree India Earnings Fund ETF in Q4 2024 and held it in 5 quarters.
  • JPL Wealth Management's WisdomTree India Earnings Fund ETF position peaked at $1.15M in Q2 2025.
  • 275 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.