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Park Avenue Securities’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Park Avenue Securities’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 		$761K Sell
17,777
-35,875
-67% -$1.53M ﹤0.01% 1088
2026
Q1 		$2.19M Buy
+53,652
New +$2.37M 0.02% 524
2025
Q4 		– Sell
-31,397
Closed -$1.39M – 1559
2025
Q3 		$1.39M Sell
31,397
-67,300
-68% -$3.05M 0.01% 739
2025
Q2 		$4.68M Buy
98,697
+7,147
+8% +$324K 0.04% 286
2025
Q1 		$4M Buy
91,550
+7,830
+9% +$336K 0.05% 241
2024
Q4 		$3.79M Buy
83,720
+6,169
+8% +$293K 0.04% 305
2024
Q3 		$3.91M Buy
77,551
+3,031
+4% +$149K 0.04% 265
2024
Q2 		$3.6M Buy
74,520
+5,498
+8% +$251K 0.04% 267
2024
Q1 		$3.01M Buy
69,022
+8,366
+14% +$359K 0.04% 295
2023
Q4 		$2.49M Buy
60,656
+5,044
+9% +$191K 0.03% 316
2023
Q3 		$2.04M Buy
55,612
+4,785
+9% +$173K 0.03% 328
2023
Q2 		$1.77M Buy
50,827
+8,057
+19% +$267K 0.03% 354
2023
Q1 		$1.35M Buy
42,770
+4,682
+12% +$151K 0.02% 387
2022
Q4 		$1.24M Buy
38,088
+5,932
+18% +$192K 0.02% 432
2022
Q3 		$982K Buy
32,156
+4,553
+16% +$145K 0.02% 463
2022
Q2 		$819K Buy
27,603
+3,321
+14% +$113K 0.02% 543
2022
Q1 		$874K Buy
24,282
+3,640
+18% +$132K 0.02% 538
2021
Q4 		$753K Buy
+20,642
New +$772K 0.01% 564
2020
Q1 		– Sell
-11,925
Closed -$297K – 381
2019
Q4 		$297K Buy
+11,925
New +$289K 0.01% 469

Other funds holding EPI

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
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
RC
Randolph Company Cincinnati, Ohio $1.19B AUM 38.92% 1-Year Est. Return
LFS
Leibman Financial Services Louisville, Nebraska $150M AUM 20.45% 1-Year Est. Return
PCOTEOTHU
Provident Company of the Employees of the Hebrew University Jerusalem, Israel $131M AUM 66.95% 1-Year Est. Return
SG
Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return
YAVAPFMC
Yahav Achim Ve Achayot - Provident Funds Management Company Tel-Aviv, Israel $144M AUM 82.62% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Park Avenue Securities's EPI Position: Q2 2026 in Review

Park Avenue Securities reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 67% in Q2 2026, selling an estimated $1.53M and leaving 17,777 shares worth $761K. The position accounts for ﹤0.01% of the portfolio, ranked #1088.

Park Avenue Securities first reported a position in EPI in Q4 2019 and has held it in 19 quarters since. The position peaked at $4.68M in Q2 2025. 64 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • Park Avenue Securities held 17,777 shares of WisdomTree India Earnings Fund ETF worth $761K as of Q2 2026.
  • Park Avenue Securities sold 35,875 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $1.53M.
  • WisdomTree India Earnings Fund ETF made up ﹤0.01% of Park Avenue Securities's portfolio in Q2 2026, its #1088 holding.
  • Park Avenue Securities first reported a position in WisdomTree India Earnings Fund ETF in Q4 2019 and has held it in 19 quarters since.
  • Park Avenue Securities's WisdomTree India Earnings Fund ETF position peaked at $4.68M in Q2 2025.
  • 64 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.