Kingswood Wealth Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Kingswood Wealth Advisors’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	–	Sell	-12,958	Closed	-$529K	–	1016
2026 Q1	$529K	Buy	12,958 +1,290	+11%	+$57K	0.03%	530
2025 Q4	$540K	Sell	11,668 -2,482	-18%	-$114K	0.03%	499
2025 Q3	$625K	Buy	14,150 +3,127	+28%	+$142K	0.04%	425
2025 Q2	$523K	Sell	11,023 -395	-3%	-$17.9K	0.04%	397
2025 Q1	$499K	Sell	11,418 -349	-3%	-$15K	0.05%	396
2024 Q4	$533K	Buy	11,767 +6,867	+140%	+$326K	0.04%	419
2024 Q3	$247K	Sell	4,900 -3,430	-41%	-$169K	0.02%	622
2024 Q2	$402K	Buy	+8,330	New	+$380K	0.04%	439

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

Kingswood Wealth Advisors's EPI Position: Q2 2026 in Review

Kingswood Wealth Advisors sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2026, closing a stake of 12,958 shares — an estimated $529K sold.

Kingswood Wealth Advisors first reported a position in EPI in Q2 2024 and held it in 8 quarters. The position peaked at $625K in Q3 2025. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Kingswood Wealth Advisors reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2026 after selling out during the quarter.
Kingswood Wealth Advisors sold 12,958 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $529K.
Kingswood Wealth Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q2 2024 and held it in 8 quarters.
Kingswood Wealth Advisors's WisdomTree India Earnings Fund ETF position peaked at $625K in Q3 2025.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.