MIH
EPI icon

Meitav Investment House’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Meitav Investment House’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 		$145M Sell
3,390,302
-89,733
-3% -$3.83M 0.98% 26
2026
Q1 		$142M Buy
3,480,035
+301,826
+9% +$13.3M 1.56% 19
2025
Q4 		$147M Hold
3,178,209
– – 1.7% 17
2025
Q3 		$140M Sell
3,178,209
-189,690
-6% -$8.61M 1.85% 18
2025
Q2 		$160M Buy
3,367,899
+46,216
+1% +$2.1M 2.16% 13
2025
Q1 		$145M Sell
3,321,683
-55,973
-2% -$2.4M 2.68% 7
2024
Q4 		$153M Buy
3,377,656
+545,837
+19% +$25.9M 2.58% 6
2024
Q3 		$143M Buy
2,831,819
+4,000
+0.1% +$197K 2.39% 8
2024
Q2 		$137M Buy
2,827,819
+250,247
+10% +$11.4M 2.43% 10
2024
Q1 		$112M Buy
2,577,572
+1,189,980
+86% +$51.1M 2.2% 12
2023
Q4 		$56.9M Buy
1,387,592
+983,112
+243% +$37.3M 0.84% 36
2023
Q3 		$14.9M Sell
404,480
-161,238
-29% -$5.84M 0.24% 88
2023
Q2 		$19.6M Buy
565,718
+161,238
+40% +$5.34M 0.31% 81
2023
Q1 		$13.5M Buy
404,480
+2,650
+0.7% +$85.3K 0.23% 95
2022
Q4 		$13.1M Sell
401,830
-161,238
-29% -$5.22M 0.23% 97
2022
Q3 		$17.1M Buy
563,068
+273,988
+95% +$8.7M 0.3% 80
2022
Q2 		$8.57M Hold
289,080
– – 0.15% 116
2022
Q1 		$10.4M Buy
289,080
+19,875
+7% +$721K 0.15% 113
2021
Q4 		$9.82M Buy
269,205
+1,316
+0.5% +$49.2K 0.16% 110
2021
Q3 		$10M Hold
267,889
– – 0.16% 122
2021
Q2 		$9.07M Hold
267,889
– – 0.23% 89
2021
Q1 		$8.44M Buy
+267,889
New +$8.33M 0.24% 91
2020
Q4 		– Sell
-267,889
Closed -$6.32M – 428
2020
Q3 		$6.32M Buy
267,889
+191,259
+250% +$4.35M 0.31% 71
2020
Q2 		$1.53M Sell
76,630
-45,869
-37% -$835K 0.09% 115
2020
Q1 		$1.98M Buy
122,499
+73,230
+149% +$1.63M 0.15% 91
2019
Q4 		$1.23M Sell
49,269
-96,121
-66% -$2.33M 0.09% 142
2019
Q3 		$3.49M Buy
+145,390
New +$3.49M 0.25% 53
2019
Q2 		– Sell
-144,855
Closed -$3.81M – 443
2019
Q1 		$3.81M Buy
+144,855
New +$3.55M 0.21% 65
2018
Q4 		– Sell
-145,855
Closed -$3.51M – 374
2018
Q3 		$3.51M Buy
145,855
+1,000
+0.7% +$26K 0.17% 80
2018
Q2 		$13.3M Buy
+144,855
New +$3.77M 0.59% 53
2018
Q1 		– Sell
-284,234
Closed -$7.88M – 348
2017
Q4 		$7.88M Buy
+284,234
New +$7.58M 0.46% 61

Other funds holding EPI

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Meitav Investment House's EPI Position: Q2 2026 in Review

Meitav Investment House reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 2.6% in Q2 2026, selling an estimated $3.83M and leaving 3,390,302 shares worth $145M. The position accounts for 0.98% of the portfolio, ranked #26.

Meitav Investment House first reported a position in EPI in Q4 2017 and has held it in 31 quarters since. The position peaked at $160M in Q2 2025. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • Meitav Investment House held 3,390,302 shares of WisdomTree India Earnings Fund ETF worth $145M as of Q2 2026.
  • Meitav Investment House sold 89,733 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $3.83M.
  • WisdomTree India Earnings Fund ETF made up 0.98% of Meitav Investment House's portfolio in Q2 2026, its #26 holding.
  • Meitav Investment House first reported a position in WisdomTree India Earnings Fund ETF in Q4 2017 and has held it in 31 quarters since.
  • Meitav Investment House's WisdomTree India Earnings Fund ETF position peaked at $160M in Q2 2025.
  • 250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Meitav Investment House's 13F filing for Q2 2026, filed 20 Jul 2026.