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

Kestra Private Wealth 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	$284K	Sell	6,633 -483	-7%	-$20.6K	﹤0.01%	1523
2026 Q1	$290K	Buy	+7,116	New	+$315K	﹤0.01%	1469
2024 Q4	–	Sell	-19,871	Closed	-$1M	–	1441
2024 Q3	$1M	Sell	19,871 -368	-2%	-$18.1K	0.02%	616
2024 Q2	$977K	Sell	20,239 -254	-1%	-$11.6K	0.02%	580
2024 Q1	$893K	Sell	20,493 -407	-2%	-$17.5K	0.02%	583
2023 Q4	$857K	Buy	20,900 +81	+0.4%	+$3.07K	0.02%	564
2023 Q3	$765K	Buy	+20,819	New	+$753K	0.02%	533

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

Kestra Private Wealth Services's EPI Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 6.8% in Q2 2026, selling an estimated $20.6K and leaving 6,633 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #1523.

Kestra Private Wealth Services first reported a position in EPI in Q3 2023 and has held it in 7 quarters since. The position peaked at $1M in Q3 2024. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Kestra Private Wealth Services held 6,633 shares of WisdomTree India Earnings Fund ETF worth $284K as of Q2 2026.
Kestra Private Wealth Services sold 483 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $20.6K.
WisdomTree India Earnings Fund ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1523 holding.
Kestra Private Wealth Services first reported a position in WisdomTree India Earnings Fund ETF in Q3 2023 and has held it in 7 quarters since.
Kestra Private Wealth Services's WisdomTree India Earnings Fund ETF position peaked at $1M in Q3 2024.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

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