Pathstone Holdings’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Pathstone Holdings’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	$252K	Sell	5,897 -3,071	-34%	-$131K	﹤0.01%	2139
2026 Q1	$366K	Buy	8,968 +301	+3%	+$13.3K	﹤0.01%	1892
2025 Q4	$401K	Hold	8,667	–	–	﹤0.01%	1838
2025 Q3	$383K	Sell	8,667 -169	-2%	-$7.67K	﹤0.01%	1902
2025 Q2	$419K	Buy	8,836 +169	+2%	+$7.67K	﹤0.01%	1793
2025 Q1	$379K	Buy	8,667 +484	+6%	+$20.8K	﹤0.01%	1846
2024 Q4	$370K	Sell	8,183 -48	-0.6%	-$2.28K	﹤0.01%	1864
2024 Q3	$415K	Buy	8,231 +3,119	+61%	+$154K	﹤0.01%	1823
2024 Q2	$247K	Sell	5,112 -604	-11%	-$27.5K	﹤0.01%	2040
2024 Q1	$249K	Buy	+5,716	New	+$246K	﹤0.01%	2033

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

Pathstone Holdings's EPI Position: Q2 2026 in Review

Pathstone Holdings reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 34% in Q2 2026, selling an estimated $131K and leaving 5,897 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #2139.

Pathstone Holdings first reported a position in EPI in Q1 2024 and has held it in 10 quarters since. The position peaked at $419K in Q2 2025. 251 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Pathstone Holdings held 5,897 shares of WisdomTree India Earnings Fund ETF worth $252K as of Q2 2026.
Pathstone Holdings sold 3,071 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $131K.
WisdomTree India Earnings Fund ETF made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #2139 holding.
Pathstone Holdings first reported a position in WisdomTree India Earnings Fund ETF in Q1 2024 and has held it in 10 quarters since.
Pathstone Holdings's WisdomTree India Earnings Fund ETF position peaked at $419K in Q2 2025.
251 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.