Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Northwestern Mutual Wealth Management’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 		$9.12M Sell
213,103
-18,353
-8% -$782K ﹤0.01% 658
2026
Q1 		$9.44M Sell
231,456
-132,695
-36% -$5.87M 0.01% 619
2025
Q4 		$16.9M Sell
364,151
-94,485
-21% -$4.33M 0.01% 450
2025
Q3 		$20.3M Buy
458,636
+36,008
+9% +$1.63M 0.01% 401
2025
Q2 		$20.1M Sell
422,628
-31,396
-7% -$1.42M 0.01% 377
2025
Q1 		$19.8M Sell
454,024
-194,138
-30% -$8.32M 0.02% 350
2024
Q4 		$29.3M Buy
648,162
+153,288
+31% +$7.27M 0.02% 284
2024
Q3 		$25M Buy
494,874
+106,032
+27% +$5.23M 0.02% 288
2024
Q2 		$18.8M Buy
388,842
+73,474
+23% +$3.35M 0.02% 315
2024
Q1 		$13.7M Buy
315,368
+76,209
+32% +$3.27M 0.01% 353
2023
Q4 		$9.81M Buy
239,159
+111,048
+87% +$4.21M 0.01% 408
2023
Q3 		$4.71M Buy
128,111
+58,789
+85% +$2.13M 0.01% 512
2023
Q2 		$2.41M Buy
69,322
+8,237
+13% +$273K ﹤0.01% 657
2023
Q1 		$1.93M Buy
61,085
+11,040
+22% +$355K ﹤0.01% 699
2022
Q4 		$1.63M Buy
50,045
+48,334
+2,825% +$1.57M ﹤0.01% 719
2022
Q3 		$53K Buy
1,711
+1,068
+166% +$33.9K ﹤0.01% 1886
2022
Q2 		$20K Hold
643
– – ﹤0.01% 2246
2022
Q1 		$23K Buy
+643
New +$23.3K ﹤0.01% 2251
2020
Q2 		– Sell
-810
Closed -$13K – 2467
2020
Q1 		$13K Buy
+810
New +$18.1K ﹤0.01% 1824
2019
Q2 		– Sell
-136
Closed -$4K – 2549
2019
Q1 		$4K Buy
+136
New +$3.34K ﹤0.01% 2179
2018
Q4 		– Sell
-285
Closed -$7K – 2448
2018
Q3 		$7K Buy
+285
New +$7.42K ﹤0.01% 2018
2017
Q4 		– Sell
-77
Closed -$2K – 2337
2017
Q3 		$2K Buy
+77
New +$2K ﹤0.01% 1963
2016
Q4 		– Sell
-1,242
Closed -$26K – 2400
2016
Q3 		$26K Sell
1,242
-5,223
-81% -$112K ﹤0.01% 1167
2016
Q2 		$130K Buy
+6,465
New +$127K ﹤0.01% 660
2014
Q3 		– Sell
-333
Closed -$7K – 1349
2014
Q2 		$7K Buy
+333
New +$6.94K ﹤0.01% 949

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

Northwestern Mutual Wealth Management's EPI Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 7.9% in Q2 2026, selling an estimated $782K and leaving 213,103 shares worth $9.12M. The position accounts for ﹤0.01% of the portfolio, ranked #658.

Northwestern Mutual Wealth Management first reported a position in EPI in Q2 2014 and has held it in 25 quarters since. The position peaked at $29.3M in Q4 2024. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • Northwestern Mutual Wealth Management held 213,103 shares of WisdomTree India Earnings Fund ETF worth $9.12M as of Q2 2026.
  • Northwestern Mutual Wealth Management sold 18,353 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $782K.
  • WisdomTree India Earnings Fund ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #658 holding.
  • Northwestern Mutual Wealth Management first reported a position in WisdomTree India Earnings Fund ETF in Q2 2014 and has held it in 25 quarters since.
  • Northwestern Mutual Wealth Management's WisdomTree India Earnings Fund ETF position peaked at $29.3M in Q4 2024.
  • 250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.