O'Shaughnessy Asset Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

O'Shaughnessy Asset 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	$4.92K	Sell	115 -36	-24%	-$1.53K	﹤0.01%	2486
2026 Q1	$6.16K	Hold	151	–	–	﹤0.01%	2478
2025 Q4	$6.99K	Sell	151 -7	-4%	-$321	﹤0.01%	2449
2025 Q3	$6.98K	Hold	158	–	–	﹤0.01%	2382
2025 Q2	$7.5K	Sell	158 -15	-9%	-$681	﹤0.01%	2198
2025 Q1	$7.56K	Sell	173 -1,255	-88%	-$53.8K	﹤0.01%	2143
2024 Q4	$64.6K	Buy	+1,428	New	+$67.7K	﹤0.01%	1906

Other funds holding EPI

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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

O'Shaughnessy Asset Management's EPI Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 24% in Q2 2026, selling an estimated $1.53K and leaving 115 shares worth $4.92K. The position accounts for ﹤0.01% of the portfolio, ranked #2486.

O'Shaughnessy Asset Management first reported a position in EPI in Q4 2024 and has held it in 7 quarters since. The position peaked at $64.6K in Q4 2024. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

O'Shaughnessy Asset Management held 115 shares of WisdomTree India Earnings Fund ETF worth $4.92K as of Q2 2026.
O'Shaughnessy Asset Management sold 36 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $1.53K.
WisdomTree India Earnings Fund ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2486 holding.
O'Shaughnessy Asset Management first reported a position in WisdomTree India Earnings Fund ETF in Q4 2024 and has held it in 7 quarters since.
O'Shaughnessy Asset Management's WisdomTree India Earnings Fund ETF position peaked at $64.6K in Q4 2024.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.