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McAdam LLC’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

McAdam LLC’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 		$6.48M Buy
+151,469
New +$6.46M 0.25% 43
2018
Q4 		– Sell
-104
Closed -$2K – 205
2018
Q3 		$2K Hold
104
– – ﹤0.01% 513
2018
Q2 		$3K Hold
104
– – ﹤0.01% 455
2018
Q1 		$3K Buy
+104
New +$2.86K ﹤0.01% 468

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

McAdam LLC's EPI Position: Q2 2026 in Review

McAdam LLC opened a new position in WisdomTree India Earnings Fund ETF (EPI) in Q2 2026: 151,469 shares worth $6.48M. The stake represents 0.25% of the portfolio and ranks #43 among its holdings. This is a return to the name: McAdam LLC previously reported a position in EPI as recently as Q3 2018.

McAdam LLC first reported a position in EPI in Q1 2018 and has held it in 4 quarters since. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • McAdam LLC held 151,469 shares of WisdomTree India Earnings Fund ETF worth $6.48M as of Q2 2026.
  • WisdomTree India Earnings Fund ETF was a new McAdam LLC position in Q2 2026.
  • WisdomTree India Earnings Fund ETF made up 0.25% of McAdam LLC's portfolio in Q2 2026, its #43 holding.
  • McAdam LLC first reported a position in WisdomTree India Earnings Fund ETF in Q1 2018 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 McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.