KWA
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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
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 $9.12B AUM 42.07% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B 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 $376B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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 $4.22B AUM 14.68% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return