Old Mission Capital’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Old Mission Capital’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	$36.2M	Buy	886,809 +360,950	+69%	+$16M	0.57%	27
2025 Q4	$24.3M	Buy	525,859 +107,401	+26%	+$4.92M	0.56%	22
2025 Q3	$18.5M	Buy	418,458 +401,194	+2,324%	+$18.2M	0.37%	31
2025 Q2	$820K	Sell	17,264 -232,260	-93%	-$10.5M	0.01%	517
2025 Q1	$10.9M	Sell	249,524 -19,635	-7%	-$842K	0.14%	61
2024 Q4	$12.2M	Buy	269,159 +151,846	+129%	+$7.2M	0.19%	48
2024 Q3	$5.92M	Buy	+117,313	New	+$5.78M	0.09%	171
2024 Q2	–	Sell	-858,126	Closed	-$37.4M	–	1402
2024 Q1	$37.4M	Buy	858,126 +741,709	+637%	+$31.9M	0.63%	27
2023 Q4	$4.77M	Buy	+116,417	New	+$4.41M	0.09%	197
2023 Q3	–	Sell	-7,677	Closed	-$267K	–	1358
2023 Q2	$267K	Buy	+7,677	New	+$254K	0.01%	876
2022 Q2	–	Sell	-23,549	Closed	-$848K	–	1542
2022 Q1	$848K	Sell	23,549 -362,275	-94%	-$13.1M	0.02%	530
2021 Q4	$14.1M	Buy	+385,824	New	+$14.4M	0.58%	28
2021 Q1	–	Sell	-18,566	Closed	-$542K	–	761
2020 Q4	$542K	Buy	+18,566	New	+$484K	0.03%	353
2020 Q1	–	Sell	-51,844	Closed	-$1.29M	–	405
2019 Q4	$1.29M	Buy	51,844 +19,106	+58%	+$463K	0.1%	135
2019 Q3	$781K	Buy	+32,738	New	+$787K	0.1%	115
2017 Q4	–	Sell	-19,832	Closed	-$499K	–	430
2017 Q3	$499K	Buy	+19,832	New	+$516K	0.04%	201
2016 Q4	–	Sell	-767,242	Closed	-$16.6M	–	395
2016 Q3	$16.6M	Buy	767,242 +755,053	+6,195%	+$16.2M	1.09%	11
2016 Q2	$246K	Buy	+12,189	New	+$239K	0.02%	263
2016 Q1	–	Sell	-406,513	Closed	-$8.07M	–	276
2015 Q4	$8.07M	Buy	406,513 +305,455	+302%	+$6.08M	1.01%	24
2015 Q3	$2.01M	Buy	+101,058	New	+$2.1M	0.28%	66
2015 Q1	–	Sell	-618,390	Closed	-$13.6M	–	227
2014 Q4	$13.6M	Buy	+618,390	New	+$13.9M	2.36%	8

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

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

Old Mission Capital's EPI Position: Q1 2026 in Review

Old Mission Capital increased its WisdomTree India Earnings Fund ETF (EPI) stake by 69% in Q1 2026, buying an estimated $16M and bringing the position to 886,809 shares worth $36.2M. The position accounts for 0.57% of the portfolio, ranked #27.

Old Mission Capital first reported a position in EPI in Q4 2014 and has held it in 21 quarters since. The position peaked at $37.4M in Q1 2024. 272 funds tracked by Wall St. Rank hold EPI as of Q1 2026.

Old Mission Capital held 886,809 shares of WisdomTree India Earnings Fund ETF worth $36.2M as of Q1 2026.
Old Mission Capital bought 360,950 WisdomTree India Earnings Fund ETF shares in Q1 2026, an estimated $16M.
WisdomTree India Earnings Fund ETF made up 0.57% of Old Mission Capital's portfolio in Q1 2026, its #27 holding.
Old Mission Capital first reported a position in WisdomTree India Earnings Fund ETF in Q4 2014 and has held it in 21 quarters since.
Old Mission Capital's WisdomTree India Earnings Fund ETF position peaked at $37.4M in Q1 2024.
272 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2026.

Based on Old Mission Capital's 13F filing for Q1 2026, filed 15 May 2026.