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 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 $9.12B AUM 42.07% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Kestra Private Wealth Services's EPI Position: Q1 2026 in Review

Kestra Private Wealth Services opened a new position in WisdomTree India Earnings Fund ETF (EPI) in Q1 2026: 7,116 shares worth $290K. The stake represents ﹤0.01% of the portfolio and ranks #1469 among its holdings. This is a return to the name: Kestra Private Wealth Services previously reported a position in EPI as recently as Q3 2024.

Kestra Private Wealth Services first reported a position in EPI in Q3 2023 and has held it in 6 quarters since. The position peaked at $1M in Q3 2024. 272 funds tracked by Wall St. Rank hold EPI as of Q1 2026.

Kestra Private Wealth Services held 7,116 shares of WisdomTree India Earnings Fund ETF worth $290K as of Q1 2026.
WisdomTree India Earnings Fund ETF was a new Kestra Private Wealth Services position in Q1 2026.
WisdomTree India Earnings Fund ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1469 holding.
Kestra Private Wealth Services first reported a position in WisdomTree India Earnings Fund ETF in Q3 2023 and has held it in 6 quarters since.
Kestra Private Wealth Services's WisdomTree India Earnings Fund ETF position peaked at $1M in Q3 2024.
272 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.