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

Mercer Global 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 		$874K Buy
20,438
+8,810
+76% +$376K ﹤0.01% 1846
2026
Q1 		$474K Sell
11,628
-1,245
-10% -$55K ﹤0.01% 2027
2025
Q4 		$596K Buy
12,873
+432
+3% +$19.8K ﹤0.01% 1751
2025
Q3 		$550K Buy
12,441
+5,444
+78% +$247K ﹤0.01% 1711
2025
Q2 		$332K Sell
6,997
-1,622
-19% -$73.6K ﹤0.01% 1800
2025
Q1 		$377K Buy
8,619
+1,699
+25% +$72.9K ﹤0.01% 1637
2024
Q4 		$313K Sell
6,920
-3,158
-31% -$150K ﹤0.01% 1712
2024
Q3 		$505K Buy
+10,078
New +$497K ﹤0.01% 1331

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

Mercer Global Advisors's EPI Position: Q2 2026 in Review

Mercer Global Advisors increased its WisdomTree India Earnings Fund ETF (EPI) stake by 76% in Q2 2026, buying an estimated $376K and bringing the position to 20,438 shares worth $874K. The position accounts for ﹤0.01% of the portfolio, ranked #1846.

Mercer Global Advisors first reported a position in EPI in Q3 2024 and has held it in 8 quarters since. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • Mercer Global Advisors held 20,438 shares of WisdomTree India Earnings Fund ETF worth $874K as of Q2 2026.
  • Mercer Global Advisors bought 8,810 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $376K.
  • WisdomTree India Earnings Fund ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1846 holding.
  • Mercer Global Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q3 2024 and has held it in 8 quarters since.
  • 250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.