Pachira Investments’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Pachira Investments’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	–	Sell	-7,071	Closed	-$288K	–	79
2026 Q1	$288K	Sell	7,071 -7,120	-50%	-$315K	0.13%	65
2025 Q4	$657K	Sell	14,191 -1,360	-9%	-$62.3K	0.32%	46
2025 Q3	$687K	Sell	15,551 -6,966	-31%	-$316K	0.39%	43
2025 Q2	$1.07M	Buy	22,517 +122	+0.5%	+$5.54K	0.81%	25
2025 Q1	$974K	Sell	22,395 -6,480	-22%	-$278K	0.68%	26
2024 Q4	$1.3M	Sell	28,875 -779	-3%	-$36.9K	0.8%	24
2024 Q3	$1.5M	Buy	29,654 +9,244	+45%	+$456K	1.15%	17
2024 Q2	$985K	Buy	20,410 +2,207	+12%	+$101K	0.87%	19
2024 Q1	$793K	Buy	18,203 +13,131	+259%	+$564K	0.65%	21
2023 Q4	$208K	Buy	+5,072	New	+$192K	0.18%	39

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

Pachira Investments's EPI Position: Q2 2026 in Review

Pachira Investments sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2026, closing a stake of 7,071 shares — an estimated $288K sold.

Pachira Investments first reported a position in EPI in Q4 2023 and held it in 10 quarters. The position peaked at $1.5M in Q3 2024. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Pachira Investments reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2026 after selling out during the quarter.
Pachira Investments sold 7,071 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $288K.
Pachira Investments first reported a position in WisdomTree India Earnings Fund ETF in Q4 2023 and held it in 10 quarters.
Pachira Investments's WisdomTree India Earnings Fund ETF position peaked at $1.5M in Q3 2024.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Pachira Investments's 13F filing for Q2 2026, filed 17 Jul 2026.