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

NewEdge 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 		$587K Sell
13,711
-4,312
-24% -$184K ﹤0.01% 2038
2026
Q1 		$735K Sell
18,023
-185
-1% -$8.18K ﹤0.01% 1691
2025
Q4 		$843K Sell
18,208
-1,413
-7% -$64.7K ﹤0.01% 1597
2025
Q3 		$867K Buy
19,621
+2,568
+15% +$117K ﹤0.01% 1476
2025
Q2 		$810K Sell
17,053
-1,159
-6% -$52.6K ﹤0.01% 1409
2025
Q1 		$796K Sell
18,212
-16,693
-48% -$716K ﹤0.01% 1314
2024
Q4 		$1.58M Sell
34,905
-18,962
-35% -$899K 0.01% 938
2024
Q3 		$2.72M Buy
53,867
+2,708
+5% +$134K 0.02% 677
2024
Q2 		$2.47M Buy
51,159
+22,558
+79% +$1.03M 0.02% 665
2024
Q1 		$1.25M Sell
28,601
-7,436
-21% -$319K 0.01% 889
2023
Q4 		$1.48M Sell
36,037
-14,378
-29% -$545K 0.01% 774
2023
Q3 		$1.85M Sell
50,415
-4,014
-7% -$145K 0.02% 623
2023
Q2 		$1.89M Buy
+54,429
New +$1.8M 0.02% 607

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

NewEdge Advisors's EPI Position: Q2 2026 in Review

NewEdge Advisors reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 24% in Q2 2026, selling an estimated $184K and leaving 13,711 shares worth $587K. The position accounts for ﹤0.01% of the portfolio, ranked #2038.

NewEdge Advisors first reported a position in EPI in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.72M in Q3 2024. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • NewEdge Advisors held 13,711 shares of WisdomTree India Earnings Fund ETF worth $587K as of Q2 2026.
  • NewEdge Advisors sold 4,312 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $184K.
  • WisdomTree India Earnings Fund ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2038 holding.
  • NewEdge Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q2 2023 and has held it in 13 quarters since.
  • NewEdge Advisors's WisdomTree India Earnings Fund ETF position peaked at $2.72M in Q3 2024.
  • 250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.