Merit Financial Group’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Merit Financial Group’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 Q3	$2.84M	Buy	69,660 +60,052	+625%	+$2.55M	0.02%	655
2026 Q2	$411K	Sell	9,608 -45,762	-83%	-$1.95M	﹤0.01%	1619
2026 Q1	$2.26M	Sell	55,370 -9,248	-14%	-$409K	0.02%	623
2025 Q4	$2.99M	Buy	64,618 +58,419	+942%	+$2.68M	0.02%	503
2025 Q3	$274K	Sell	6,199 -15,813	-72%	-$718K	﹤0.01%	1509
2025 Q2	$1.04M	Buy	22,012 +703	+3%	+$31.9K	0.01%	769
2025 Q1	$931K	Sell	21,309 -3,455	-14%	-$148K	0.01%	677
2024 Q4	$1.12M	Buy	24,764 +162	+0.7%	+$7.68K	0.02%	479
2024 Q3	$1.24M	Buy	24,602 +106	+0.4%	+$5.23K	0.03%	366
2024 Q2	$1.18M	Sell	24,496 -58	-0.2%	-$2.64K	0.03%	368
2024 Q1	$1.12M	Buy	24,554 +6,362	+35%	+$273K	0.03%	373
2023 Q4	$746K	Buy	+18,192	New	+$689K	0.02%	389
2023 Q1	–	Sell	-9,270	Closed	-$302K	–	659
2022 Q4	$302K	Buy	+9,270	New	+$300K	0.01%	540

Other funds holding EPI

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.32B AUM 14.73% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

CIBC Bancorp USA Chicago, Illinois $79.9B AUM

Merit Financial Group's EPI Position: Q3 2026 in Review

Merit Financial Group increased its WisdomTree India Earnings Fund ETF (EPI) stake by 625% in Q3 2026, buying an estimated $2.55M and bringing the position to 69,660 shares worth $2.84M. The position accounts for 0.02% of the portfolio, ranked #655.

Merit Financial Group first reported a position in EPI in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.99M in Q4 2025. 198 funds tracked by Wall St. Rank hold EPI as of Q3 2026.

Merit Financial Group held 69,660 shares of WisdomTree India Earnings Fund ETF worth $2.84M as of Q3 2026.
Merit Financial Group bought 60,052 WisdomTree India Earnings Fund ETF shares in Q3 2026, an estimated $2.55M.
WisdomTree India Earnings Fund ETF made up 0.02% of Merit Financial Group's portfolio in Q3 2026, its #655 holding.
Merit Financial Group first reported a position in WisdomTree India Earnings Fund ETF in Q4 2022 and has held it in 13 quarters since.
Merit Financial Group's WisdomTree India Earnings Fund ETF position peaked at $2.99M in Q4 2025.
198 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.