Lido Advisors
EPI icon

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

Lido 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 		$265K Buy
+6,199
New +$264K ﹤0.01% 1809

Other funds holding EPI

MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
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

Lido Advisors's EPI Position: Q2 2026 in Review

Lido Advisors opened a new position in WisdomTree India Earnings Fund ETF (EPI) in Q2 2026: 6,199 shares worth $265K. The stake represents ﹤0.01% of the portfolio and ranks #1809 among its holdings.

251 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • Lido Advisors held 6,199 shares of WisdomTree India Earnings Fund ETF worth $265K as of Q2 2026.
  • WisdomTree India Earnings Fund ETF was a new Lido Advisors position in Q2 2026.
  • WisdomTree India Earnings Fund ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1809 holding.
  • 251 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.