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

LM 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 		$233K Buy
5,454
+5,237
+2,413% +$223K 0.03% 216
2026
Q1 		$5.32K Sell
217
-6
-3% -$265 0.08% 124
2025
Q4 		$4.82K Buy
+223
New +$10.2K 0.09% 127
2024
Q1 		– Sell
-2,110
Closed -$86.5K – 364
2023
Q4 		$86.5K Buy
+2,110
New +$80K 0.02% 262

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

LM Advisors's EPI Position: Q2 2026 in Review

LM Advisors increased its WisdomTree India Earnings Fund ETF (EPI) stake by 2,413% in Q2 2026, buying an estimated $223K and bringing the position to 5,454 shares worth $233K. The position accounts for 0.03% of the portfolio, ranked #216.

LM Advisors first reported a position in EPI in Q4 2023 and has held it in 4 quarters since. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • LM Advisors held 5,454 shares of WisdomTree India Earnings Fund ETF worth $233K as of Q2 2026.
  • LM Advisors bought 5,237 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $223K.
  • WisdomTree India Earnings Fund ETF made up 0.03% of LM Advisors's portfolio in Q2 2026, its #216 holding.
  • LM Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q4 2023 and has held it in 4 quarters since.
  • 250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.