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Kestra Advisory Services’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Kestra Advisory Services’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 		$16.9M Buy
394,331
+10,891
+3% +$464K 0.05% 359
2026
Q1 		$15.6M Sell
383,440
-6,494
-2% -$287K 0.06% 330
2025
Q4 		$18.1M Buy
389,934
+65,743
+20% +$3.01M 0.07% 267
2025
Q3 		$14.3M Sell
324,191
-13,976
-4% -$634K 0.07% 298
2025
Q2 		$16.1M Buy
338,167
+30,037
+10% +$1.36M 0.08% 249
2025
Q1 		$13.5M Buy
308,130
+1,764
+0.6% +$75.6K 0.07% 272
2024
Q4 		$13.9M Sell
306,366
-65,219
-18% -$3.09M 0.08% 266
2024
Q3 		$18.8M Buy
371,585
+9,350
+3% +$461K 0.1% 209
2024
Q2 		$17.5M Buy
362,235
+116,066
+47% +$5.29M 0.1% 218
2024
Q1 		$10.7M Buy
246,169
+216,771
+737% +$9.31M 0.07% 294
2023
Q4 		$1.21M Buy
29,398
+6,454
+28% +$245K 0.01% 1029
2023
Q3 		$843K Buy
22,944
+1,029
+5% +$37.2K 0.01% 1083
2023
Q2 		$763K Sell
21,915
-846
-4% -$28K 0.01% 1104
2023
Q1 		$718K Buy
22,761
+782
+4% +$25.2K 0.01% 1101
2022
Q4 		$716K Buy
21,979
+878
+4% +$28.4K 0.01% 1209
2022
Q3 		$644K Buy
21,101
+4,509
+27% +$143K 0.01% 1180
2022
Q2 		$492K Buy
16,592
+2,137
+15% +$72.8K 0.01% 1337
2022
Q1 		$521K Buy
14,455
+960
+7% +$34.8K 0.01% 1272
2021
Q4 		$492K Buy
13,495
+900
+7% +$33.6K 0.01% 1332
2021
Q3 		$471K Buy
12,595
+695
+6% +$24.7K ﹤0.01% 1414
2021
Q2 		$403K Sell
11,900
-1,144
-9% -$37.3K ﹤0.01% 1396
2021
Q1 		$411K Buy
13,044
+335
+3% +$10.4K 0.01% 1283
2020
Q4 		$369K Buy
12,709
+241
+2% +$6.28K ﹤0.01% 1357
2020
Q3 		$294K Buy
+12,468
New +$283K 0.01% 1122

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
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
JP Morgan Chase
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

Kestra Advisory Services's EPI Position: Q2 2026 in Review

Kestra Advisory Services increased its WisdomTree India Earnings Fund ETF (EPI) stake by 2.8% in Q2 2026, buying an estimated $464K and bringing the position to 394,331 shares worth $16.9M. The position accounts for 0.05% of the portfolio, ranked #359.

Kestra Advisory Services first reported a position in EPI in Q3 2020 and has held it in 24 quarters since. The position peaked at $18.8M in Q3 2024. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • Kestra Advisory Services held 394,331 shares of WisdomTree India Earnings Fund ETF worth $16.9M as of Q2 2026.
  • Kestra Advisory Services bought 10,891 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $464K.
  • WisdomTree India Earnings Fund ETF made up 0.05% of Kestra Advisory Services's portfolio in Q2 2026, its #359 holding.
  • Kestra Advisory Services first reported a position in WisdomTree India Earnings Fund ETF in Q3 2020 and has held it in 24 quarters since.
  • Kestra Advisory Services's WisdomTree India Earnings Fund ETF position peaked at $18.8M in Q3 2024.
  • 250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.