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Private Advisor Group’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Private Advisor Group’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 		$5.32M Sell
124,267
-90,874
-42% -$3.87M 0.02% 599
2026
Q1 		$8.78M Sell
215,141
-213,373
-50% -$9.43M 0.04% 440
2025
Q4 		$19.8M Buy
428,514
+95,867
+29% +$4.39M 0.09% 228
2025
Q3 		$14.7M Sell
332,647
-229
-0.1% -$10.4K 0.07% 282
2025
Q2 		$15.8M Buy
332,876
+66,377
+25% +$3.01M 0.09% 245
2025
Q1 		$11.6M Buy
266,499
+64,077
+32% +$2.75M 0.07% 295
2024
Q4 		$9.16M Buy
202,422
+1,790
+0.9% +$84.9K 0.05% 343
2024
Q3 		$10.1M Sell
200,632
-9,406
-4% -$464K 0.06% 307
2024
Q2 		$10.1M Buy
210,038
+65,668
+45% +$2.99M 0.07% 274
2024
Q1 		$6.29M Buy
144,370
+78,582
+119% +$3.38M 0.05% 388
2023
Q4 		$2.7M Sell
65,788
-40,463
-38% -$1.53M 0.02% 649
2023
Q3 		$3.9M Buy
106,251
+16,453
+18% +$595K 0.03% 478
2023
Q2 		$3.12M Buy
89,798
+60,727
+209% +$2.01M 0.03% 550
2023
Q1 		$917K Buy
29,071
+1,156
+4% +$37.2K 0.01% 1037
2022
Q4 		$910 Buy
27,915
+1,097
+4% +$35.5K ﹤0.01% 1259
2022
Q3 		$819K Buy
26,818
+410
+2% +$13K 0.01% 1011
2022
Q2 		$783K Buy
26,408
+2,086
+9% +$71.1K 0.01% 1190
2022
Q1 		$876K Sell
24,322
-230
-0.9% -$8.35K 0.01% 1150
2021
Q4 		$896K Buy
24,552
+134
+0.5% +$5.01K 0.01% 1175
2021
Q3 		$913K Sell
24,418
-50
-0.2% -$1.78K 0.01% 1254
2021
Q2 		$829K Sell
24,468
-7,337
-23% -$239K 0.01% 1158
2021
Q1 		$1M Sell
31,805
-1,742
-5% -$54.1K 0.01% 1004
2020
Q4 		$980K Sell
33,547
-617
-2% -$16.1K 0.01% 910
2020
Q3 		$806K Sell
34,164
-3,429
-9% -$77.9K 0.01% 872
2020
Q2 		$753K Sell
37,593
-1,106
-3% -$20.1K 0.01% 865
2020
Q1 		$627K Sell
38,699
-2,381
-6% -$53.1K 0.01% 817
2019
Q4 		$1.02M Sell
41,080
-2,800
-6% -$67.9K 0.02% 745
2019
Q3 		$1.05M Sell
43,880
-6,182
-12% -$149K 0.02% 782
2019
Q2 		$1.27M Buy
50,062
+982
+2% +$25.5K 0.02% 635
2019
Q1 		$1.26M Buy
49,080
+1,467
+3% +$36K 0.02% 568
2018
Q4 		$1.18M Buy
47,613
+3,358
+8% +$78.4K 0.03% 531
2018
Q3 		$1.07M Buy
44,255
+21,614
+95% +$562K 0.02% 656
2018
Q2 		$566K Buy
22,641
+652
+3% +$16.9K 0.01% 699
2018
Q1 		$577K Sell
21,989
-2,901
-12% -$79.8K 0.02% 620
2017
Q4 		$677K Sell
24,890
-11,939
-32% -$318K 0.03% 521
2017
Q3 		$941K Sell
36,829
-2,807
-7% -$73K 0.02% 594
2017
Q2 		$1M Sell
39,636
-325
-0.8% -$8.06K 0.03% 539
2017
Q1 		$970K Buy
39,961
+1,648
+4% +$36.7K 0.03% 550
2016
Q4 		$801K Sell
38,313
-29,056
-43% -$604K 0.03% 563
2016
Q3 		$1.48M Sell
67,369
-1,308
-2% -$28K 0.06% 317
2016
Q2 		$1.4M Sell
68,677
-2,693
-4% -$52.8K 0.06% 321
2016
Q1 		$1.41M Buy
71,370
+7,384
+12% +$135K 0.07% 287
2015
Q4 		$1.27M Buy
63,986
+29,821
+87% +$594K 0.06% 325
2015
Q3 		$681K Sell
34,165
-785
-2% -$16.3K 0.04% 459
2015
Q2 		$759K Buy
34,950
+9,877
+39% +$217K 0.04% 468
2015
Q1 		$572K Buy
+25,073
New +$585K 0.03% 514
2014
Q4 		– Sell
-1,000
Closed -$22K – 1073
2014
Q3 		$22K Buy
+1,000
New +$22.5K ﹤0.01% 1132

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

Private Advisor Group's EPI Position: Q2 2026 in Review

Private Advisor Group reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 42% in Q2 2026, selling an estimated $3.87M and leaving 124,267 shares worth $5.32M. The position accounts for 0.02% of the portfolio, ranked #599.

Private Advisor Group first reported a position in EPI in Q3 2014 and has held it in 47 quarters since. The position peaked at $19.8M in Q4 2025. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • Private Advisor Group held 124,267 shares of WisdomTree India Earnings Fund ETF worth $5.32M as of Q2 2026.
  • Private Advisor Group sold 90,874 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $3.87M.
  • WisdomTree India Earnings Fund ETF made up 0.02% of Private Advisor Group's portfolio in Q2 2026, its #599 holding.
  • Private Advisor Group first reported a position in WisdomTree India Earnings Fund ETF in Q3 2014 and has held it in 47 quarters since.
  • Private Advisor Group's WisdomTree India Earnings Fund ETF position peaked at $19.8M in Q4 2025.
  • 250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.