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Portland Global Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Portland Global Advisors’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 		$238K Sell
5,570
-100
-2% -$4.26K 0.02% 139
2026
Q1 		$231K Sell
5,670
-250
-4% -$11.1K 0.02% 133
2025
Q4 		$274K Sell
5,920
-1,515
-20% -$69.4K 0.03% 123
2025
Q3 		$329K Sell
7,435
-1,120
-13% -$50.8K 0.04% 115
2025
Q2 		$406K Sell
8,555
-825
-9% -$37.4K 0.05% 99
2025
Q1 		$410K Sell
9,380
-14,600
-61% -$626K 0.05% 95
2024
Q4 		$1.09M Sell
23,980
-975
-4% -$46.2K 0.14% 70
2024
Q3 		$1.26M Sell
24,955
-3,820
-13% -$188K 0.16% 69
2024
Q2 		$1.39M Sell
28,775
-1,750
-6% -$79.8K 0.19% 65
2024
Q1 		$1.33M Hold
30,525
– – 0.18% 63
2023
Q4 		$1.25M Sell
30,525
-4,726
-13% -$179K 0.19% 66
2023
Q3 		$1.3M Sell
35,251
-1,450
-4% -$52.5K 0.22% 63
2023
Q2 		$1.28M Sell
36,701
-625
-2% -$20.7K 0.21% 66
2023
Q1 		$1.18M Hold
37,326
– – 0.2% 73
2022
Q4 		$1.22M Hold
37,326
– – 0.22% 71
2022
Q3 		$1.14M Sell
37,326
-2,663
-7% -$84.6K 0.23% 68
2022
Q2 		$1.19M Sell
39,989
-1,132
-3% -$38.6K 0.23% 67
2022
Q1 		$1.48M Sell
41,121
-380
-0.9% -$13.8K 0.25% 65
2021
Q4 		$1.51M Hold
41,501
– – 0.25% 61
2021
Q3 		$1.55M Sell
41,501
-125
-0.3% -$4.45K 0.29% 59
2021
Q2 		$1.41M Sell
41,626
-2,015
-5% -$65.7K 0.27% 61
2021
Q1 		$1.38M Sell
43,641
-225
-0.5% -$6.99K 0.29% 59
2020
Q4 		$1.28M Hold
43,866
– – 0.31% 54
2020
Q3 		$1.03M Buy
43,866
+600
+1% +$13.6K 0.3% 53
2020
Q2 		$867K Buy
43,266
+1,035
+2% +$18.9K 0.28% 55
2020
Q1 		$684K Sell
42,231
-1,700
-4% -$37.9K 0.26% 55
2019
Q4 		$1.09M Buy
43,931
+7,450
+20% +$181K 0.32% 52
2019
Q3 		$870K Buy
36,481
+5,020
+16% +$121K 0.29% 50
2019
Q2 		$820K Buy
31,461
+855
+3% +$22.2K 0.27% 51
2019
Q1 		$806K Buy
30,606
+3,400
+12% +$83.4K 0.28% 51
2018
Q4 		$675K Buy
27,206
+5,490
+25% +$128K 0.27% 52
2018
Q3 		$524K Buy
21,716
+4,321
+25% +$112K 0.18% 65
2018
Q2 		$438K Buy
17,395
+8,195
+89% +$213K 0.17% 69
2018
Q1 		$241K Sell
9,200
-150
-2% -$4.13K 0.09% 88
2017
Q4 		$260K Hold
9,350
– – 0.1% 88
2017
Q3 		$235K Hold
9,350
– – 0.09% 92
2017
Q2 		$229K Hold
9,350
– – 0.09% 93
2017
Q1 		$226K Buy
+9,350
New +$208K 0.09% 95

Other funds holding EPI

MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
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

Portland Global Advisors's EPI Position: Q2 2026 in Review

Portland Global Advisors reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 1.8% in Q2 2026, selling an estimated $4.26K and leaving 5,570 shares worth $238K. The position accounts for 0.02% of the portfolio, ranked #139.

Portland Global Advisors first reported a position in EPI in Q1 2017 and has held it in 38 quarters since. The position peaked at $1.55M in Q3 2021. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • Portland Global Advisors held 5,570 shares of WisdomTree India Earnings Fund ETF worth $238K as of Q2 2026.
  • Portland Global Advisors sold 100 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $4.26K.
  • WisdomTree India Earnings Fund ETF made up 0.02% of Portland Global Advisors's portfolio in Q2 2026, its #139 holding.
  • Portland Global Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q1 2017 and has held it in 38 quarters since.
  • Portland Global Advisors's WisdomTree India Earnings Fund ETF position peaked at $1.55M in Q3 2021.
  • 250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Portland Global Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.