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

&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 Q2	$2.12M	Buy	49,640 +30,068	+154%	+$1.28M	0.01%	994
2026 Q1	$799K	Buy	+19,572	New	+$865K	﹤0.01%	1430

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

&Partners's EPI Position: Q2 2026 in Review

&Partners increased its WisdomTree India Earnings Fund ETF (EPI) stake by 154% in Q2 2026, buying an estimated $1.28M and bringing the position to 49,640 shares worth $2.12M. The position accounts for 0.01% of the portfolio, ranked #994.

&Partners first reported a position in EPI in Q1 2026 and has held it in 2 quarters since. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

&Partners held 49,640 shares of WisdomTree India Earnings Fund ETF worth $2.12M as of Q2 2026.
&Partners bought 30,068 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $1.28M.
WisdomTree India Earnings Fund ETF made up 0.01% of &Partners's portfolio in Q2 2026, its #994 holding.
&Partners first reported a position in WisdomTree India Earnings Fund ETF in Q1 2026 and has held it in 2 quarters since.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.