Meridian Wealth Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Meridian Wealth Management’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	–	Sell	-61,796	Closed	-$2.52M	–	838
2026 Q1	$2.52M	Sell	61,796 -27,555	-31%	-$1.22M	0.09%	199
2025 Q4	$4.14M	Sell	89,351 -199	-0.2%	-$9.11K	0.15%	134
2025 Q3	$3.96M	Buy	89,550 +14,444	+19%	+$656K	0.15%	132
2025 Q2	$3.57M	Buy	75,106 +62,271	+485%	+$2.83M	0.15%	143
2025 Q1	$561K	Buy	+12,835	New	+$550K	0.03%	390

Other funds holding EPI

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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

Meridian Wealth Management's EPI Position: Q2 2026 in Review

Meridian Wealth Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2026, closing a stake of 61,796 shares — an estimated $2.52M sold.

Meridian Wealth Management first reported a position in EPI in Q1 2025 and held it in 5 quarters. The position peaked at $4.14M in Q4 2025. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Meridian Wealth Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2026 after selling out during the quarter.
Meridian Wealth Management sold 61,796 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $2.52M.
Meridian Wealth Management first reported a position in WisdomTree India Earnings Fund ETF in Q1 2025 and held it in 5 quarters.
Meridian Wealth Management's WisdomTree India Earnings Fund ETF position peaked at $4.14M in Q4 2025.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.