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

Medallion Wealth 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 Q1	$7.61K	Hold	186	–	–	﹤0.01%	809
2025 Q4	$8.63K	Hold	186	–	–	﹤0.01%	771
2025 Q3	$8.24K	Hold	186	–	–	﹤0.01%	782
2025 Q2	$8.88K	Hold	186	–	–	﹤0.01%	749
2025 Q1	$8.11K	Buy	186 +16	+9%	+$686	﹤0.01%	720
2024 Q4	$7.72K	Buy	+170	New	+$8.06K	﹤0.01%	704

Other funds holding EPI

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 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

Medallion Wealth Advisors's EPI Position: Q1 2026 in Review

Medallion Wealth Advisors held its WisdomTree India Earnings Fund ETF (EPI) position steady in Q1 2026 at 186 shares worth $7.61K. The position accounts for ﹤0.01% of the portfolio, ranked #809.

Medallion Wealth Advisors first reported a position in EPI in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.88K in Q2 2025. 272 funds tracked by Wall St. Rank hold EPI as of Q1 2026.

Medallion Wealth Advisors held 186 shares of WisdomTree India Earnings Fund ETF worth $7.61K as of Q1 2026.
Medallion Wealth Advisors left its WisdomTree India Earnings Fund ETF share count unchanged in Q1 2026.
WisdomTree India Earnings Fund ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #809 holding.
Medallion Wealth Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's WisdomTree India Earnings Fund ETF position peaked at $8.88K in Q2 2025.
272 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.