Level Four Advisory Services’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Level Four Advisory 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 Q2	$339K	Sell	7,917 -3,625	-31%	-$155K	0.01%	725
2026 Q1	$471K	Sell	11,542 -35,252	-75%	-$1.56M	0.02%	607
2025 Q4	$2.17M	Sell	46,794 -674	-1%	-$30.9K	0.07%	274
2025 Q3	$2.1M	Sell	47,468 -34,268	-42%	-$1.56M	0.07%	268
2025 Q2	$3.88M	Buy	81,736 +560	+0.7%	+$25.4K	0.14%	190
2025 Q1	$3.55M	Buy	81,176 +4,328	+6%	+$186K	0.15%	185
2024 Q4	$3.48M	Buy	76,848 +2,919	+4%	+$138K	0.14%	177
2024 Q3	$3.5M	Buy	73,929 +5,356	+8%	+$264K	0.15%	179
2024 Q2	$3.31M	Buy	68,573 +40,009	+140%	+$1.82M	0.15%	184
2024 Q1	$1.17M	Hold	28,564	–	–	0.06%	273
2023 Q4	$1.17M	Buy	+28,564	New	+$1.08M	0.07%	273

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

Level Four Advisory Services's EPI Position: Q2 2026 in Review

Level Four Advisory Services reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 31% in Q2 2026, selling an estimated $155K and leaving 7,917 shares worth $339K. The position accounts for 0.01% of the portfolio, ranked #725.

Level Four Advisory Services first reported a position in EPI in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.88M in Q2 2025. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Level Four Advisory Services held 7,917 shares of WisdomTree India Earnings Fund ETF worth $339K as of Q2 2026.
Level Four Advisory Services sold 3,625 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $155K.
WisdomTree India Earnings Fund ETF made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #725 holding.
Level Four Advisory Services first reported a position in WisdomTree India Earnings Fund ETF in Q4 2023 and has held it in 11 quarters since.
Level Four Advisory Services's WisdomTree India Earnings Fund ETF position peaked at $3.88M in Q2 2025.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.