MAI Capital Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

MAI Capital Management’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	$1.11M	Buy	25,841 +134	+0.5%	+$5.71K	﹤0.01%	921
2026 Q1	$1.05M	Sell	25,707 -202	-0.8%	-$8.93K	0.01%	754
2025 Q4	$1.2M	Buy	25,909 +24,476	+1,708%	+$1.12M	0.01%	683
2025 Q3	$63.4K	Buy	1,433 +1,233	+617%	+$56K	﹤0.01%	1800
2025 Q2	$9.51K	Sell	200 -135	-40%	-$6.13K	﹤0.01%	2756
2025 Q1	$14.7K	Sell	335 -2,265	-87%	-$97.1K	﹤0.01%	2319
2024 Q4	$118K	Buy	+2,600	New	+$123K	﹤0.01%	1359

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

MAI Capital Management's EPI Position: Q2 2026 in Review

MAI Capital Management increased its WisdomTree India Earnings Fund ETF (EPI) stake by 0.52% in Q2 2026, buying an estimated $5.71K and bringing the position to 25,841 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #921.

MAI Capital Management first reported a position in EPI in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.2M in Q4 2025. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

MAI Capital Management held 25,841 shares of WisdomTree India Earnings Fund ETF worth $1.11M as of Q2 2026.
MAI Capital Management bought 134 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $5.71K.
WisdomTree India Earnings Fund ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #921 holding.
MAI Capital Management first reported a position in WisdomTree India Earnings Fund ETF in Q4 2024 and has held it in 7 quarters since.
MAI Capital Management's WisdomTree India Earnings Fund ETF position peaked at $1.2M in Q4 2025.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.