NS
EPI icon

NBC Securities’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

NBC Securities’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 		$572K Sell
13,375
-1,270
-9% -$54.1K 0.04% 482
2026
Q1 		$598K Sell
14,645
-1,663
-10% -$73.5K 0.04% 431
2025
Q4 		$755K Buy
16,308
+1,801
+12% +$82.5K 0.06% 352
2025
Q3 		$641K Buy
14,507
+1,494
+11% +$67.8K 0.05% 409
2025
Q2 		$617K Buy
13,013
+258
+2% +$11.7K 0.05% 411
2025
Q1 		$557K Buy
12,755
+12,754
+1,275,400% +$547K 0.05% 410
2024
Q4 		$73 Sell
1
-1,782
-100% -$84.5K 0.01% 979
2024
Q3 		$89K Buy
1,783
+620
+53% +$30.6K 0.01% 1018
2024
Q2 		$56K Hold
1,163
– – 0.01% 1104
2024
Q1 		$51K Sell
1,163
-100
-8% -$4.3K ﹤0.01% 1131
2023
Q4 		$51K Buy
1,263
+265
+27% +$10K 0.01% 1120
2023
Q3 		$36K Buy
+998
New +$36.1K ﹤0.01% 1229

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

NBC Securities's EPI Position: Q2 2026 in Review

NBC Securities reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 8.7% in Q2 2026, selling an estimated $54.1K and leaving 13,375 shares worth $572K. The position accounts for 0.04% of the portfolio, ranked #482.

NBC Securities first reported a position in EPI in Q3 2023 and has held it in 12 quarters since. The position peaked at $755K in Q4 2025. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • NBC Securities held 13,375 shares of WisdomTree India Earnings Fund ETF worth $572K as of Q2 2026.
  • NBC Securities sold 1,270 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $54.1K.
  • WisdomTree India Earnings Fund ETF made up 0.04% of NBC Securities's portfolio in Q2 2026, its #482 holding.
  • NBC Securities first reported a position in WisdomTree India Earnings Fund ETF in Q3 2023 and has held it in 12 quarters since.
  • NBC Securities's WisdomTree India Earnings Fund ETF position peaked at $755K in Q4 2025.
  • 250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.