Mercer Global Advisors
EPI icon

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
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 $9.12B AUM 42.07% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
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 $5.37B AUM 18.53% 1-Year Est. Return

Mercer Global Advisors's EPI Position: Q1 2026 in Review

Mercer Global Advisors reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 9.7% in Q1 2026, selling an estimated $55K and leaving 11,628 shares worth $474K. The position accounts for ﹤0.01% of the portfolio, ranked #2027.

Mercer Global Advisors first reported a position in EPI in Q3 2024 and has held it in 7 quarters since. The position peaked at $596K in Q4 2025. 272 funds tracked by Wall St. Rank hold EPI as of Q1 2026.

  • Mercer Global Advisors held 11,628 shares of WisdomTree India Earnings Fund ETF worth $474K as of Q1 2026.
  • Mercer Global Advisors sold 1,245 WisdomTree India Earnings Fund ETF shares in Q1 2026, an estimated $55K.
  • WisdomTree India Earnings Fund ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #2027 holding.
  • Mercer Global Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q3 2024 and has held it in 7 quarters since.
  • Mercer Global Advisors's WisdomTree India Earnings Fund ETF position peaked at $596K in Q4 2025.
  • 272 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.