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Moors & Cabot’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Moors & Cabot’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
2019
Q4 		– Sell
-130,000
Closed -$31K – 639
2019
Q3 		$31K Buy
+130,000
New +$3.12M ﹤0.01% 616

Other funds holding EPI

MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 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

Moors & Cabot's EPI Position: Q1 2026 in Review

Moors & Cabot reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 8.5% in Q1 2026, selling an estimated $33.2K and leaving 8,058 shares worth $329K. The position accounts for 0.01% of the portfolio, ranked #673.

Moors & Cabot first reported a position in EPI in Q1 2016 and has held it in 40 quarters since. The position peaked at $677K in Q2 2024. 272 funds tracked by Wall St. Rank hold EPI as of Q1 2026.

  • Moors & Cabot held 8,058 shares of WisdomTree India Earnings Fund ETF worth $329K as of Q1 2026.
  • Moors & Cabot sold 750 WisdomTree India Earnings Fund ETF shares in Q1 2026, an estimated $33.2K.
  • WisdomTree India Earnings Fund ETF made up 0.01% of Moors & Cabot's portfolio in Q1 2026, its #673 holding.
  • Moors & Cabot first reported a position in WisdomTree India Earnings Fund ETF in Q1 2016 and has held it in 40 quarters since.
  • Moors & Cabot's WisdomTree India Earnings Fund ETF position peaked at $677K in Q2 2024.
  • 272 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.