MML Investors Services
EPI icon

MML Investors Services’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

MML Investors Services’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 		$5.06M Buy
118,316
+5,014
+4% +$214K 0.01% 983
2026
Q1 		$4.62M Sell
113,302
-113,956
-50% -$5.04M 0.01% 849
2025
Q4 		$10.5M Buy
227,258
+10,803
+5% +$495K 0.03% 563
2025
Q3 		$9.57M Buy
216,455
+9,714
+5% +$441K 0.03% 566
2025
Q2 		$9.81M Buy
206,741
+4,684
+2% +$213K 0.03% 530
2025
Q1 		$8.83M Buy
202,057
+93,880
+87% +$4.03M 0.03% 516
2024
Q4 		$4.9M Buy
108,177
+6,788
+7% +$322K 0.02% 719
2024
Q3 		$5.12M Buy
101,389
+186
+0.2% +$9.17K 0.02% 672
2024
Q2 		$4.89M Buy
101,203
+8,872
+10% +$405K 0.02% 636
2024
Q1 		$4.02M Buy
92,331
+6,112
+7% +$263K 0.02% 739
2023
Q4 		$3.54M Buy
+86,219
New +$3.27M 0.02% 747
2019
Q3 		– Sell
-8,157
Closed -$213K – 1501
2019
Q2 		$213K Sell
8,157
-100
-1% -$2.59K ﹤0.01% 1486
2019
Q1 		$217K Sell
8,257
-93
-1% -$2.28K ﹤0.01% 1444
2018
Q4 		$207K Sell
8,350
-4,154
-33% -$97K ﹤0.01% 1361
2018
Q3 		$301K Buy
+12,504
New +$325K 0.01% 1267

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

MML Investors Services's EPI Position: Q2 2026 in Review

MML Investors Services increased its WisdomTree India Earnings Fund ETF (EPI) stake by 4.4% in Q2 2026, buying an estimated $214K and bringing the position to 118,316 shares worth $5.06M. The position accounts for 0.01% of the portfolio, ranked #983.

MML Investors Services first reported a position in EPI in Q3 2018 and has held it in 15 quarters since. The position peaked at $10.5M in Q4 2025. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • MML Investors Services held 118,316 shares of WisdomTree India Earnings Fund ETF worth $5.06M as of Q2 2026.
  • MML Investors Services bought 5,014 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $214K.
  • WisdomTree India Earnings Fund ETF made up 0.01% of MML Investors Services's portfolio in Q2 2026, its #983 holding.
  • MML Investors Services first reported a position in WisdomTree India Earnings Fund ETF in Q3 2018 and has held it in 15 quarters since.
  • MML Investors Services's WisdomTree India Earnings Fund ETF position peaked at $10.5M in Q4 2025.
  • 250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.