Narus Financial Partners’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Narus Financial Partners’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	$1.88M	Sell	43,958 -5,431	-11%	-$232K	0.48%	38
2026 Q1	$2.02M	Sell	49,389 -1,712	-3%	-$75.7K	0.53%	36
2025 Q4	$2.37M	Sell	51,101 -330	-0.6%	-$15.1K	0.65%	26
2025 Q3	$2.27M	Buy	51,431 +3,944	+8%	+$179K	0.62%	31
2025 Q2	$2.25M	Buy	47,487 +4,192	+10%	+$190K	0.7%	29
2025 Q1	$1.89M	Sell	43,295 -4,384	-9%	-$188K	0.64%	33
2024 Q4	$2.16M	Buy	47,679 +8,271	+21%	+$392K	0.73%	31
2024 Q3	$1.99M	Buy	39,408 +5,551	+16%	+$274K	0.71%	25
2024 Q2	$1.63M	Buy	33,857 +5,403	+19%	+$246K	0.66%	31
2024 Q1	$1.24M	Buy	28,454 +23,494	+474%	+$1.01M	0.53%	39
2023 Q4	$203K	Buy	+4,960	New	+$188K	0.1%	133

Other funds holding EPI

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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

Narus Financial Partners's EPI Position: Q2 2026 in Review

Narus Financial Partners reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 11% in Q2 2026, selling an estimated $232K and leaving 43,958 shares worth $1.88M. The position accounts for 0.48% of the portfolio, ranked #38.

Narus Financial Partners first reported a position in EPI in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.37M in Q4 2025. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Narus Financial Partners held 43,958 shares of WisdomTree India Earnings Fund ETF worth $1.88M as of Q2 2026.
Narus Financial Partners sold 5,431 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $232K.
WisdomTree India Earnings Fund ETF made up 0.48% of Narus Financial Partners's portfolio in Q2 2026, its #38 holding.
Narus Financial Partners first reported a position in WisdomTree India Earnings Fund ETF in Q4 2023 and has held it in 11 quarters since.
Narus Financial Partners's WisdomTree India Earnings Fund ETF position peaked at $2.37M in Q4 2025.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.