Morgan Stanley
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Morgan Stanley’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Morgan Stanley’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 		$111M Sell
2,594,647
-288,398
-10% -$12.3M 0.01% 1483
2026
Q1 		$118M Sell
2,883,045
-324,412
-10% -$14.3M 0.01% 1298
2025
Q4 		$148M Sell
3,207,457
-263,997
-8% -$12.1M 0.01% 1132
2025
Q3 		$153M Sell
3,471,454
-317,998
-8% -$14.4M 0.01% 1092
2025
Q2 		$180M Buy
3,789,452
+528,131
+16% +$24M 0.01% 937
2025
Q1 		$143M Sell
3,261,321
-437,472
-12% -$18.8M 0.01% 1024
2024
Q4 		$167M Sell
3,698,793
-157,000
-4% -$7.45M 0.01% 925
2024
Q3 		$195M Buy
3,855,793
+356,966
+10% +$17.6M 0.01% 844
2024
Q2 		$169M Buy
3,498,827
+755,836
+28% +$34.5M 0.01% 882
2024
Q1 		$119M Buy
2,742,991
+497,762
+22% +$21.4M 0.01% 1067
2023
Q4 		$92.1M Buy
2,245,229
+332,688
+17% +$12.6M 0.01% 1212
2023
Q3 		$70.3M Buy
1,912,541
+893,059
+88% +$32.3M 0.01% 1294
2023
Q2 		$35.5M Sell
1,019,482
-56,889
-5% -$1.88M ﹤0.01% 1904
2023
Q1 		$33.9M Buy
1,076,371
+28,720
+3% +$924K ﹤0.01% 1898
2022
Q4 		$34.1M Buy
1,047,651
+168,521
+19% +$5.46M ﹤0.01% 1839
2022
Q3 		$26.8M Sell
879,130
-45,956
-5% -$1.46M ﹤0.01% 1886
2022
Q2 		$27.4M Sell
925,086
-12,012
-1% -$409K ﹤0.01% 1938
2022
Q1 		$33.7M Sell
937,098
-60,608
-6% -$2.2M ﹤0.01% 1596
2021
Q4 		$36.4M Sell
997,706
-65,514
-6% -$2.45M ﹤0.01% 1586
2021
Q3 		$39.8M Sell
1,063,220
-17,702
-2% -$630K 0.01% 1456
2021
Q2 		$36.6M Buy
1,080,922
+33,398
+3% +$1.09M ﹤0.01% 1563
2021
Q1 		$33M Sell
1,047,524
-30,259
-3% -$941K ﹤0.01% 1496
2020
Q4 		$31.5M Sell
1,077,783
-91,448
-8% -$2.38M ﹤0.01% 1434
2020
Q3 		$27.6M Sell
1,169,231
-250,055
-18% -$5.68M 0.01% 1246
2020
Q2 		$28.4M Sell
1,419,286
-587,776
-29% -$10.7M 0.01% 1176
2020
Q1 		$32.5M Sell
2,007,062
-958,714
-32% -$21.4M 0.01% 972
2019
Q4 		$73.8M Sell
2,965,776
-158,419
-5% -$3.84M 0.02% 734
2019
Q3 		$74.5M Sell
3,124,195
-218,083
-7% -$5.24M 0.02% 671
2019
Q2 		$87.1M Buy
3,342,278
+194,523
+6% +$5.05M 0.02% 596
2019
Q1 		$82.9M Sell
3,147,755
-95,611
-3% -$2.35M 0.02% 610
2018
Q4 		$80.4M Sell
3,243,366
-1,004,129
-24% -$23.5M 0.02% 604
2018
Q3 		$102M Buy
4,247,495
+359,588
+9% +$9.36M 0.03% 588
2018
Q2 		$97.9M Sell
3,887,907
-470,593
-11% -$12.2M 0.03% 585
2018
Q1 		$114M Buy
4,358,500
+515,635
+13% +$14.2M 0.03% 524
2017
Q4 		$107M Buy
3,842,865
+600,958
+19% +$16M 0.03% 559
2017
Q3 		$81.6M Sell
3,241,907
-134,234
-4% -$3.49M 0.02% 660
2017
Q2 		$82.8M Sell
3,376,141
-490,751
-13% -$12.2M 0.03% 647
2017
Q1 		$93.3M Sell
3,866,892
-361,753
-9% -$8.06M 0.03% 597
2016
Q4 		$85.4M Buy
4,228,645
+92,378
+2% +$1.92M 0.03% 612
2016
Q3 		$89.4M Sell
4,136,267
-80,014
-2% -$1.71M 0.03% 563
2016
Q2 		$85.1M Sell
4,216,281
-545,425
-11% -$10.7M 0.03% 564
2016
Q1 		$92.9M Sell
4,761,706
-1,785,751
-27% -$32.6M 0.04% 501
2015
Q4 		$130M Sell
6,547,457
-2,329,546
-26% -$46.4M 0.05% 398
2015
Q3 		$177M Sell
8,877,003
-1,066,850
-11% -$22.2M 0.07% 318
2015
Q2 		$215M Buy
9,943,853
+2,507,594
+34% +$55.2M 0.07% 293
2015
Q1 		$170M Buy
7,436,259
+2,513,422
+51% +$58.6M 0.06% 337
2014
Q4 		$109M Buy
4,922,837
+2,329,985
+90% +$52.4M 0.04% 482
2014
Q3 		$56.8M Buy
2,592,852
+353,958
+16% +$7.97M 0.02% 759
2014
Q2 		$50.3M Buy
2,238,894
+991,642
+80% +$20.7M 0.02% 794
2014
Q1 		$23.6M Sell
1,247,252
-1,395,920
-53% -$23.8M 0.01% 1241
2013
Q4 		$46.1M Sell
2,643,172
-3,223,254
-55% -$53.6M 0.02% 785
2013
Q3 		$89.9M Buy
5,866,426
+1,628,026
+38% +$25.2M 0.04% 457
2013
Q2 		$68.7M Buy
+4,238,400
New +$75.4M 0.03% 519

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley's EPI Position: Q2 2026 in Review

Morgan Stanley reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 10% in Q2 2026, selling an estimated $12.3M and leaving 2,594,647 shares worth $111M. The position accounts for 0.01% of the portfolio, ranked #1483.

Morgan Stanley first reported a position in EPI in Q2 2013 and has held it in 53 quarters since. The position peaked at $215M in Q2 2015. 251 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • Morgan Stanley held 2,594,647 shares of WisdomTree India Earnings Fund ETF worth $111M as of Q2 2026.
  • Morgan Stanley sold 288,398 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $12.3M.
  • WisdomTree India Earnings Fund ETF made up 0.01% of Morgan Stanley's portfolio in Q2 2026, its #1483 holding.
  • Morgan Stanley first reported a position in WisdomTree India Earnings Fund ETF in Q2 2013 and has held it in 53 quarters since.
  • Morgan Stanley's WisdomTree India Earnings Fund ETF position peaked at $215M in Q2 2015.
  • 251 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.