National Bank of Canada’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

National Bank of Canada’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 Q1	$30.8K	Sell	755 -300	-28%	-$13.3K	﹤0.01%	2084
2025 Q4	$48.8K	Hold	1,055	–	–	﹤0.01%	1963
2025 Q3	$46.6K	Hold	1,055	–	–	﹤0.01%	1955
2025 Q2	$50K	Hold	1,055	–	–	﹤0.01%	1959
2025 Q1	$46.1K	Hold	1,055	–	–	﹤0.01%	1903
2024 Q4	$47.8K	Hold	1,055	–	–	﹤0.01%	1965
2024 Q3	$53.2K	Buy	1,055 +300	+40%	+$14.8K	﹤0.01%	1689
2024 Q2	$36.6K	Hold	755	–	–	﹤0.01%	1786
2024 Q1	$33.1K	Buy	755 +200	+36%	+$8.59K	﹤0.01%	1891
2023 Q4	$22.7K	Hold	555	–	–	﹤0.01%	1988
2023 Q3	$20.2K	Sell	555 -2,500	-82%	-$90.5K	﹤0.01%	2038
2023 Q2	$107K	Buy	3,055 +2,500	+450%	+$82.8K	﹤0.01%	1577
2023 Q1	$17.5K	Hold	555	–	–	﹤0.01%	2002
2022 Q4	$18.1K	Hold	555	–	–	﹤0.01%	2030
2022 Q3	$17K	Hold	555	–	–	﹤0.01%	2053
2022 Q2	$16K	Sell	555 -631	-53%	-$21.5K	﹤0.01%	2135
2022 Q1	$43K	Hold	1,186	–	–	﹤0.01%	1916
2021 Q4	$43K	Buy	+1,186	New	+$44.3K	﹤0.01%	1914

Other funds holding EPI

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

National Bank of Canada's EPI Position: Q1 2026 in Review

National Bank of Canada reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 28% in Q1 2026, selling an estimated $13.3K and leaving 755 shares worth $30.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2084.

National Bank of Canada first reported a position in EPI in Q4 2021 and has held it in 18 quarters since. The position peaked at $107K in Q2 2023. 272 funds tracked by Wall St. Rank hold EPI as of Q1 2026.

National Bank of Canada held 755 shares of WisdomTree India Earnings Fund ETF worth $30.8K as of Q1 2026.
National Bank of Canada sold 300 WisdomTree India Earnings Fund ETF shares in Q1 2026, an estimated $13.3K.
WisdomTree India Earnings Fund ETF made up ﹤0.01% of National Bank of Canada's portfolio in Q1 2026, its #2084 holding.
National Bank of Canada first reported a position in WisdomTree India Earnings Fund ETF in Q4 2021 and has held it in 18 quarters since.
National Bank of Canada's WisdomTree India Earnings Fund ETF position peaked at $107K in Q2 2023.
272 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2026.

Based on National Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.