ORG Wealth Partners’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

ORG Wealth Partners’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 Q3	$162	Buy	+4	New	+$170	﹤0.01%	2386

Other funds holding EPI

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.32B AUM 14.73% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

CIBC Bancorp USA Chicago, Illinois $79.9B AUM

ORG Wealth Partners's EPI Position: Q3 2026 in Review

ORG Wealth Partners opened a new position in WisdomTree India Earnings Fund ETF (EPI) in Q3 2026: 4 shares worth $162. The stake represents ﹤0.01% of the portfolio and ranks #2386 among its holdings.

198 funds tracked by Wall St. Rank hold EPI as of Q3 2026.

ORG Wealth Partners held 4 shares of WisdomTree India Earnings Fund ETF worth $162 as of Q3 2026.
WisdomTree India Earnings Fund ETF was a new ORG Wealth Partners position in Q3 2026.
WisdomTree India Earnings Fund ETF made up ﹤0.01% of ORG Wealth Partners's portfolio in Q3 2026, its #2386 holding.
198 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.