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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
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% -$2.65K 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

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

Merit Financial Group's EPI Position: Q2 2026 in Review

Merit Financial Group reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 83% in Q2 2026, selling an estimated $1.95M and leaving 9,608 shares worth $411K. The position accounts for ﹤0.01% of the portfolio, ranked #1619.

Merit Financial Group first reported a position in EPI in Q4 2022 and has held it in 12 quarters since. The position peaked at $2.99M in Q4 2025. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • Merit Financial Group held 9,608 shares of WisdomTree India Earnings Fund ETF worth $411K as of Q2 2026.
  • Merit Financial Group sold 45,762 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $1.95M.
  • WisdomTree India Earnings Fund ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1619 holding.
  • Merit Financial Group first reported a position in WisdomTree India Earnings Fund ETF in Q4 2022 and has held it in 12 quarters since.
  • Merit Financial Group's WisdomTree India Earnings Fund ETF position peaked at $2.99M in Q4 2025.
  • 250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.