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Private Trust Company’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Private Trust Company’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 		$127K Sell
2,974
-200
-6% -$8.53K 0.01% 982
2026
Q1 		$129K Sell
3,174
-1,394
-31% -$61.6K 0.01% 935
2025
Q4 		$211K Sell
4,568
-167
-4% -$7.65K 0.02% 735
2025
Q3 		$209K Sell
4,735
-180
-4% -$8.17K 0.02% 737
2025
Q2 		$233K Buy
4,915
+351
+8% +$15.9K 0.02% 673
2025
Q1 		$199K Buy
4,564
+678
+17% +$29.1K 0.02% 711
2024
Q4 		$176K Buy
3,886
+1,350
+53% +$64K 0.02% 747
2024
Q3 		$128K Sell
2,536
-890
-26% -$43.9K 0.01% 833
2024
Q2 		$165K Sell
3,426
-13
-0.4% -$593 0.02% 725
2024
Q1 		$150K Buy
3,439
+1,023
+42% +$44K 0.02% 737
2023
Q4 		$99.1K Buy
2,416
+1,386
+135% +$52.5K 0.01% 838
2023
Q3 		$37.9K Buy
1,030
+719
+231% +$26K 0.01% 1120
2023
Q2 		$10.8K Sell
311
-4,823
-94% -$160K ﹤0.01% 1592
2023
Q1 		$162K Sell
5,134
-4,822
-48% -$155K 0.02% 609
2022
Q4 		$324K Sell
9,956
-1
-0% -$32 0.05% 392
2022
Q3 		$304K Sell
9,957
-1,811
-15% -$57.5K 0.05% 388
2022
Q2 		$349K Buy
+11,768
New +$401K 0.05% 359

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 Trust Company's EPI Position: Q2 2026 in Review

Private Trust Company reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 6.3% in Q2 2026, selling an estimated $8.53K and leaving 2,974 shares worth $127K. The position accounts for 0.01% of the portfolio, ranked #982.

Private Trust Company first reported a position in EPI in Q2 2022 and has held it in 17 quarters since. The position peaked at $349K in Q2 2022. 251 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • Private Trust Company held 2,974 shares of WisdomTree India Earnings Fund ETF worth $127K as of Q2 2026.
  • Private Trust Company sold 200 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $8.53K.
  • WisdomTree India Earnings Fund ETF made up 0.01% of Private Trust Company's portfolio in Q2 2026, its #982 holding.
  • Private Trust Company first reported a position in WisdomTree India Earnings Fund ETF in Q2 2022 and has held it in 17 quarters since.
  • Private Trust Company's WisdomTree India Earnings Fund ETF position peaked at $349K in Q2 2022.
  • 251 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.