Perigon Wealth Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Perigon Wealth 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	$1.11M	Sell	25,857 -1,270	-5%	-$54.1K	0.02%	555
2026 Q1	$1.11M	Sell	27,127 -65	-0.2%	-$2.87K	0.02%	503
2025 Q4	$1.26M	Hold	27,192	–	–	0.02%	474
2025 Q3	$1.2M	Buy	27,192 +11,665	+75%	+$529K	0.02%	463
2025 Q2	$737K	Buy	15,527 +216	+1%	+$9.8K	0.02%	568
2025 Q1	$669K	Buy	15,311 +2,500	+20%	+$107K	0.02%	550
2024 Q4	$563K	Hold	12,811	–	–	0.01%	607
2024 Q3	$646K	Buy	+12,811	New	+$632K	0.02%	545

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

Perigon Wealth Management's EPI Position: Q2 2026 in Review

Perigon Wealth Management reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 4.7% in Q2 2026, selling an estimated $54.1K and leaving 25,857 shares worth $1.11M. The position accounts for 0.02% of the portfolio, ranked #555.

Perigon Wealth Management first reported a position in EPI in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.26M in Q4 2025. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Perigon Wealth Management held 25,857 shares of WisdomTree India Earnings Fund ETF worth $1.11M as of Q2 2026.
Perigon Wealth Management sold 1,270 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $54.1K.
WisdomTree India Earnings Fund ETF made up 0.02% of Perigon Wealth Management's portfolio in Q2 2026, its #555 holding.
Perigon Wealth Management first reported a position in WisdomTree India Earnings Fund ETF in Q3 2024 and has held it in 8 quarters since.
Perigon Wealth Management's WisdomTree India Earnings Fund ETF position peaked at $1.26M in Q4 2025.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.