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

Naples Global 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 		$1.04M Hold
24,229
– – 0.06% 239
2026
Q1 		$989K Hold
24,229
– – 0.07% 235
2025
Q4 		$1.12M Hold
24,229
– – 0.08% 221
2025
Q3 		$1.07M Hold
24,229
– – 0.08% 227
2025
Q2 		$1.15M Hold
24,229
– – 0.1% 212
2025
Q1 		$1.06M Hold
24,229
– – 0.1% 213
2024
Q4 		$1.1M Hold
24,229
– – 0.1% 210
2024
Q3 		$1.22M Hold
24,229
– – 0.11% 203
2024
Q2 		$1.17M Buy
24,229
+200
+0.8% +$9.12K 0.12% 200
2024
Q1 		$1.05M Buy
24,029
+1,100
+5% +$47.3K 0.11% 212
2023
Q4 		$940K Buy
22,929
+175
+0.8% +$6.63K 0.1% 218
2023
Q3 		$836K Buy
22,754
+675
+3% +$24.4K 0.1% 225
2023
Q2 		$768K Sell
22,079
-300
-1% -$9.94K 0.09% 231
2023
Q1 		$706K Hold
22,379
– – 0.09% 242
2022
Q4 		$729K Hold
22,379
– – 0.09% 242
2022
Q3 		$683K Buy
22,379
+204
+0.9% +$6.48K 0.09% 235
2022
Q2 		$658K Hold
22,175
– – 0.09% 246
2022
Q1 		$799K Hold
22,175
– – 0.09% 234
2021
Q4 		$809K Sell
22,175
-100
-0.4% -$3.74K 0.09% 225
2021
Q3 		$833K Sell
22,275
-700
-3% -$24.9K 0.11% 218
2021
Q2 		$778K Hold
22,975
– – 0.11% 222
2021
Q1 		$724K Hold
22,975
– – 0.11% 218
2020
Q4 		$671K Sell
22,975
-1,050
-4% -$27.4K 0.11% 209
2020
Q3 		$567K Sell
24,025
-1,200
-5% -$27.3K 0.11% 206
2020
Q2 		$505K Sell
25,225
-3,000
-11% -$54.6K 0.11% 210
2020
Q1 		$457K Sell
28,225
-8,900
-24% -$198K 0.12% 207
2019
Q4 		$924K Buy
37,125
+125
+0.3% +$3.03K 0.19% 159
2019
Q3 		$882K Sell
37,000
-524
-1% -$12.6K 0.21% 149
2019
Q2 		$978K Buy
37,524
+2,324
+7% +$60.3K 0.24% 134
2019
Q1 		$927K Buy
35,200
+500
+1% +$12.3K 0.24% 138
2018
Q4 		$847K Sell
34,700
-2,800
-7% -$65.4K 0.24% 138
2018
Q3 		$904K Buy
37,500
+975
+3% +$25.4K 0.24% 139
2018
Q2 		$919K Buy
36,525
+925
+3% +$24K 0.26% 133
2018
Q1 		$933K Buy
35,600
+1,250
+4% +$34.4K 0.28% 122
2017
Q4 		$956K Buy
34,350
+375
+1% +$10K 0.28% 122
2017
Q3 		$855K Buy
33,975
+1,475
+5% +$38.4K 0.29% 126
2017
Q2 		$797K Buy
+32,500
New +$806K 0.28% 126

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

Naples Global Advisors's EPI Position: Q2 2026 in Review

Naples Global Advisors held its WisdomTree India Earnings Fund ETF (EPI) position steady in Q2 2026 at 24,229 shares worth $1.04M. The position accounts for 0.06% of the portfolio, ranked #239.

Naples Global Advisors first reported a position in EPI in Q2 2017 and has held it in 37 quarters since. The position peaked at $1.22M in Q3 2024. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • Naples Global Advisors held 24,229 shares of WisdomTree India Earnings Fund ETF worth $1.04M as of Q2 2026.
  • Naples Global Advisors left its WisdomTree India Earnings Fund ETF share count unchanged in Q2 2026.
  • WisdomTree India Earnings Fund ETF made up 0.06% of Naples Global Advisors's portfolio in Q2 2026, its #239 holding.
  • Naples Global Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q2 2017 and has held it in 37 quarters since.
  • Naples Global Advisors's WisdomTree India Earnings Fund ETF position peaked at $1.22M in Q3 2024.
  • 250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.