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

Keebeck 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
-4,350
Closed -$201K – 433
2025
Q4 		$201K Buy
+4,350
New +$199K 0.02% 359

Other funds holding EPI

MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
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 $7.29B AUM 16.22% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

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

Keebeck Wealth Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2026, closing a stake of 4,350 shares — an estimated $201K sold.

Keebeck Wealth Management first reported a position in EPI in Q4 2025 and held it in 1 quarter. The position peaked at $201K in Q4 2025. 272 funds tracked by Wall St. Rank hold EPI as of Q1 2026.

  • Keebeck Wealth Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2026 after selling out during the quarter.
  • Keebeck Wealth Management sold 4,350 WisdomTree India Earnings Fund ETF shares in Q1 2026, an estimated $201K.
  • Keebeck Wealth Management first reported a position in WisdomTree India Earnings Fund ETF in Q4 2025 and held it in 1 quarter.
  • Keebeck Wealth Management's WisdomTree India Earnings Fund ETF position peaked at $201K in Q4 2025.
  • 272 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2026.

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