Laurel Wealth Planning’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Laurel Wealth Planning’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	$6.21M	Buy	152,267 +8,362	+6%	+$370K	3.28%	9
2025 Q4	$6.66M	Buy	143,905 +1,635	+1%	+$74.9K	3.69%	7
2025 Q3	$6.29M	Sell	142,270 -2,449	-2%	-$111K	3.33%	10
2025 Q2	$6.87M	Buy	144,719 +9,264	+7%	+$420K	3.91%	8
2025 Q1	$5.92M	Buy	135,455 +17,105	+14%	+$733K	3.93%	8
2024 Q4	$5.36M	Buy	118,350 +26,654	+29%	+$1.26M	3.46%	10
2024 Q3	$4.63M	Buy	+91,696	New	+$4.52M	3.02%	12

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

Laurel Wealth Planning's EPI Position: Q1 2026 in Review

Laurel Wealth Planning increased its WisdomTree India Earnings Fund ETF (EPI) stake by 5.8% in Q1 2026, buying an estimated $370K and bringing the position to 152,267 shares worth $6.21M. The position accounts for 3.28% of the portfolio, ranked #9.

Laurel Wealth Planning first reported a position in EPI in Q3 2024 and has held it in 7 quarters since. The position peaked at $6.87M in Q2 2025. 272 funds tracked by Wall St. Rank hold EPI as of Q1 2026.

Laurel Wealth Planning held 152,267 shares of WisdomTree India Earnings Fund ETF worth $6.21M as of Q1 2026.
Laurel Wealth Planning bought 8,362 WisdomTree India Earnings Fund ETF shares in Q1 2026, an estimated $370K.
WisdomTree India Earnings Fund ETF made up 3.28% of Laurel Wealth Planning's portfolio in Q1 2026, its #9 holding.
Laurel Wealth Planning first reported a position in WisdomTree India Earnings Fund ETF in Q3 2024 and has held it in 7 quarters since.
Laurel Wealth Planning's WisdomTree India Earnings Fund ETF position peaked at $6.87M in Q2 2025.
272 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2026.

Based on Laurel Wealth Planning's 13F filing for Q1 2026, filed 23 Apr 2026.