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Mutual Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Mutual Advisors’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 		$389K Sell
9,093
-749
-8% -$31.9K 0.01% 1076
2026
Q1 		$402K Sell
9,842
-237
-2% -$10.5K 0.01% 992
2025
Q4 		$467K Hold
10,079
– – 0.01% 912
2025
Q3 		$469K Sell
10,079
-250
-2% -$11.3K 0.01% 886
2025
Q2 		$473K Sell
10,329
-22
-0.2% -$998 0.01% 805
2025
Q1 		$464K Buy
+10,351
New +$444K 0.01% 744

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

Mutual Advisors's EPI Position: Q2 2026 in Review

Mutual Advisors reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 7.6% in Q2 2026, selling an estimated $31.9K and leaving 9,093 shares worth $389K. The position accounts for 0.01% of the portfolio, ranked #1076.

Mutual Advisors first reported a position in EPI in Q1 2025 and has held it in 6 quarters since. The position peaked at $473K in Q2 2025. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • Mutual Advisors held 9,093 shares of WisdomTree India Earnings Fund ETF worth $389K as of Q2 2026.
  • Mutual Advisors sold 749 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $31.9K.
  • WisdomTree India Earnings Fund ETF made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #1076 holding.
  • Mutual Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q1 2025 and has held it in 6 quarters since.
  • Mutual Advisors's WisdomTree India Earnings Fund ETF position peaked at $473K in Q2 2025.
  • 250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.