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

Optima 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 		– Sell
-182
Closed -$8.43K – 514
2025
Q4 		$8.43K Buy
+182
New +$8.34K ﹤0.01% 544
2025
Q1 		– Sell
-5,363
Closed -$243K – 147
2024
Q4 		$243K Buy
+5,363
New +$254K 0.17% 135

Other funds holding EPI

MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
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
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 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

Optima Capital's EPI Position: Q1 2026 in Review

Optima Capital sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2026, closing a stake of 182 shares — an estimated $8.43K sold.

Optima Capital first reported a position in EPI in Q4 2024 and held it in 2 quarters. The position peaked at $243K in Q4 2024. 272 funds tracked by Wall St. Rank hold EPI as of Q1 2026.

  • Optima Capital reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 182 WisdomTree India Earnings Fund ETF shares in Q1 2026, an estimated $8.43K.
  • Optima Capital first reported a position in WisdomTree India Earnings Fund ETF in Q4 2024 and held it in 2 quarters.
  • Optima Capital's WisdomTree India Earnings Fund ETF position peaked at $243K in Q4 2024.
  • 272 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.