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Moody Lynn & Lieberson’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Moody Lynn & Lieberson’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 		$387K Hold
9,052
– – 0.02% 195
2026
Q1 		$369K Hold
9,052
– – 0.02% 197
2025
Q4 		$419K Hold
9,052
– – 0.02% 191
2025
Q3 		$400K Hold
9,052
– – 0.02% 191
2025
Q2 		$430K Sell
9,052
-50
-0.5% -$2.27K 0.02% 184
2025
Q1 		$398K Hold
9,102
– – 0.03% 181
2024
Q4 		$412K Hold
9,102
– – 0.03% 183
2024
Q3 		$459K Hold
9,102
– – 0.03% 180
2024
Q2 		$439K Hold
9,102
– – 0.03% 175
2024
Q1 		$396K Hold
9,102
– – 0.03% 179
2023
Q4 		$373K Sell
9,102
-15
-0.2% -$568 0.03% 184
2023
Q3 		$335K Hold
9,117
– – 0.03% 168
2023
Q2 		$317K Hold
9,117
– – 0.03% 180
2023
Q1 		$288K Hold
9,117
– – 0.03% 190
2022
Q4 		$297K Hold
9,117
– – 0.03% 194
2022
Q3 		$278K Sell
9,117
-695
-7% -$22.1K 0.03% 192
2022
Q2 		$291K Hold
9,812
– – 0.03% 193
2022
Q1 		$353K Sell
9,812
-247
-2% -$8.96K 0.03% 187
2021
Q4 		$367K Hold
10,059
– – 0.02% 190
2021
Q3 		$376K Hold
10,059
– – 0.03% 182
2021
Q2 		$341K Sell
10,059
-563
-5% -$18.3K 0.03% 182
2021
Q1 		$335K Hold
10,622
– – 0.03% 184
2020
Q4 		$310K Sell
10,622
-500
-4% -$13K 0.03% 178
2020
Q3 		$262K Sell
11,122
-695
-6% -$15.8K 0.03% 175
2020
Q2 		$237K Sell
11,817
-1,248
-10% -$22.7K 0.03% 173
2020
Q1 		$212 Sell
13,065
-109,909
-89% -$2.45M 0.03% 157
2019
Q4 		$3.06M Sell
122,974
-127
-0.1% -$3.08K 0.3% 80
2019
Q3 		$2.94M Sell
123,101
-10,299
-8% -$248K 0.33% 69
2019
Q2 		$3.48M Buy
133,400
+8,194
+7% +$213K 0.38% 63
2019
Q1 		$3.3M Sell
125,206
-30,079
-19% -$738K 0.38% 58
2018
Q4 		$3.85M Sell
155,285
-35,411
-19% -$827K 0.52% 54
2018
Q3 		$4.6M Sell
190,696
-7,349
-4% -$191K 0.49% 64
2018
Q2 		$4.99M Sell
198,045
-12,669
-6% -$329K 0.59% 48
2018
Q1 		$5.53M Buy
210,714
+7,801
+4% +$215K 0.67% 45
2017
Q4 		$5.85M Buy
202,913
+1,191
+0.6% +$31.8K 0.62% 49
2017
Q3 		$5.08M Buy
201,722
+1,005
+0.5% +$26.1K 0.62% 51
2017
Q2 		$4.92M Sell
200,717
-173,774
-46% -$4.31M 0.65% 49
2017
Q1 		$9.04M Buy
374,491
+198,608
+113% +$4.42M 1.27% 33
2016
Q4 		$3.55M Sell
175,883
-300,907
-63% -$6.25M 0.51% 53
2016
Q3 		$10.3M Buy
476,790
+194,429
+69% +$4.16M 1.71% 16
2016
Q2 		$5.7M Sell
282,361
-28,372
-9% -$556K 1.02% 37
2016
Q1 		$6.06M Buy
310,733
+49,810
+19% +$908K 0.95% 42
2015
Q4 		$5.18M Buy
260,923
+27,594
+12% +$549K 0.82% 52
2015
Q3 		$4.65M Sell
233,329
-9,912
-4% -$206K 0.89% 45
2015
Q2 		$5.27M Sell
243,241
-84,416
-26% -$1.86M 0.84% 46
2015
Q1 		$7.47M Buy
327,657
+46,983
+17% +$1.1M 1.19% 28
2014
Q4 		$6.19M Sell
280,674
-1,219
-0.4% -$27.4K 0.88% 44
2014
Q3 		$6.18M Sell
281,893
-84,578
-23% -$1.9M 0.92% 38
2014
Q2 		$8.23M Buy
+366,471
New +$7.64M 1.13% 35

Other funds holding EPI

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
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
RC
Randolph Company Cincinnati, Ohio $1.19B AUM 38.92% 1-Year Est. Return
LFS
Leibman Financial Services Louisville, Nebraska $150M AUM 20.45% 1-Year Est. Return
SG
Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return
YAVAPFMC
Yahav Achim Ve Achayot - Provident Funds Management Company Tel-Aviv, Israel $144M AUM 82.62% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return

Moody Lynn & Lieberson's EPI Position: Q2 2026 in Review

Moody Lynn & Lieberson held its WisdomTree India Earnings Fund ETF (EPI) position steady in Q2 2026 at 9,052 shares worth $387K. The position accounts for 0.02% of the portfolio, ranked #195.

Moody Lynn & Lieberson first reported a position in EPI in Q2 2014 and has held it in 49 quarters since. The position peaked at $10.3M in Q3 2016. 63 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • Moody Lynn & Lieberson held 9,052 shares of WisdomTree India Earnings Fund ETF worth $387K as of Q2 2026.
  • Moody Lynn & Lieberson left its WisdomTree India Earnings Fund ETF share count unchanged in Q2 2026.
  • WisdomTree India Earnings Fund ETF made up 0.02% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #195 holding.
  • Moody Lynn & Lieberson first reported a position in WisdomTree India Earnings Fund ETF in Q2 2014 and has held it in 49 quarters since.
  • Moody Lynn & Lieberson's WisdomTree India Earnings Fund ETF position peaked at $10.3M in Q3 2016.
  • 63 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.