Neuberger Berman Group’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Neuberger Berman Group’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	$565K	Hold	13,211	–	–	﹤0.01%	1743
2026 Q1	$539K	Hold	13,211	–	–	﹤0.01%	1623
2025 Q4	$612K	Hold	13,211	–	–	﹤0.01%	1567
2025 Q3	$584K	Hold	13,211	–	–	﹤0.01%	1552
2025 Q2	$627K	Hold	13,211	–	–	﹤0.01%	1514
2025 Q1	$577K	Buy	13,211 +4,800	+57%	+$206K	﹤0.01%	1490
2024 Q4	$381K	Buy	+8,411	New	+$399K	﹤0.01%	1604
2019 Q1	–	Sell	-16,100	Closed	-$399K	–	1549
2018 Q4	$399K	Buy	16,100 +100	+0.6%	+$2.34K	﹤0.01%	1308
2018 Q3	$386K	Buy	+16,000	New	+$416K	﹤0.01%	1368
2015 Q4	–	Sell	-39,103	Closed	-$779K	–	1514
2015 Q3	$779K	Sell	39,103 -71,750	-65%	-$1.49M	﹤0.01%	1212
2015 Q2	$2.4M	Sell	110,853 -65,350	-37%	-$1.44M	﹤0.01%	1034
2015 Q1	$4.02M	Sell	176,203 -23,875	-12%	-$557K	﹤0.01%	965
2014 Q4	$4.41M	Sell	200,078 -34,350	-15%	-$772K	﹤0.01%	961
2014 Q3	$5.14M	Sell	234,428 -38,897	-14%	-$876K	0.01%	957
2014 Q2	$6.14M	Buy	+273,325	New	+$5.69M	0.01%	940

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

Neuberger Berman Group's EPI Position: Q2 2026 in Review

Neuberger Berman Group held its WisdomTree India Earnings Fund ETF (EPI) position steady in Q2 2026 at 13,211 shares worth $565K. The position accounts for ﹤0.01% of the portfolio, ranked #1743.

Neuberger Berman Group first reported a position in EPI in Q2 2014 and has held it in 15 quarters since. The position peaked at $6.14M in Q2 2014. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Neuberger Berman Group held 13,211 shares of WisdomTree India Earnings Fund ETF worth $565K as of Q2 2026.
Neuberger Berman Group left its WisdomTree India Earnings Fund ETF share count unchanged in Q2 2026.
WisdomTree India Earnings Fund ETF made up ﹤0.01% of Neuberger Berman Group's portfolio in Q2 2026, its #1743 holding.
Neuberger Berman Group first reported a position in WisdomTree India Earnings Fund ETF in Q2 2014 and has held it in 15 quarters since.
Neuberger Berman Group's WisdomTree India Earnings Fund ETF position peaked at $6.14M in Q2 2014.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Neuberger Berman Group's 13F filing for Q2 2026, filed 13 Aug 2026.