Legacy Wealth Management (Idaho)’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Legacy Wealth Management (Idaho)’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	-38	Closed	-$1.55K	–	419
2026 Q1	$1.55K	Hold	38	–	–	﹤0.01%	814
2025 Q4	$1.76K	Hold	38	–	–	﹤0.01%	682
2025 Q3	$1.68K	Hold	38	–	–	﹤0.01%	562
2025 Q2	$1.8K	Hold	38	–	–	﹤0.01%	529
2025 Q1	$1.66K	Hold	38	–	–	﹤0.01%	572
2024 Q4	$1.64K	Sell	38 -186	-83%	-$8.82K	﹤0.01%	528
2024 Q3	$10.3K	Buy	+224	New	+$11K	0.01%	309

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

Legacy Wealth Management (Idaho)'s EPI Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2026, closing a stake of 38 shares — an estimated $1.55K sold.

Legacy Wealth Management (Idaho) first reported a position in EPI in Q3 2024 and held it in 7 quarters. The position peaked at $10.3K in Q3 2024. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Legacy Wealth Management (Idaho) reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2026 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 38 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $1.55K.
Legacy Wealth Management (Idaho) first reported a position in WisdomTree India Earnings Fund ETF in Q3 2024 and held it in 7 quarters.
Legacy Wealth Management (Idaho)'s WisdomTree India Earnings Fund ETF position peaked at $10.3K in Q3 2024.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.