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

Procyon 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 		$294K Sell
6,864
-50
-0.7% -$2.13K 0.01% 464
2026
Q1 		$282K Buy
6,914
+602
+10% +$26.6K 0.01% 476
2025
Q4 		$292K Sell
6,312
-650
-9% -$29.8K 0.01% 447
2025
Q3 		$308K Buy
6,962
+500
+8% +$22.7K 0.02% 399
2025
Q2 		$307K Buy
6,462
+810
+14% +$36.8K 0.03% 368
2025
Q1 		$247K Buy
5,652
+100
+2% +$4.29K 0.01% 518
2024
Q4 		$251K Buy
5,552
+5
+0.1% +$237 0.02% 476
2024
Q3 		$280K Buy
5,547
+262
+5% +$12.9K 0.02% 458
2024
Q2 		$255K Buy
5,285
+585
+12% +$26.7K 0.02% 453
2024
Q1 		$205K Buy
+4,700
New +$202K 0.02% 488

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

Procyon Advisors's EPI Position: Q2 2026 in Review

Procyon Advisors reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 0.72% in Q2 2026, selling an estimated $2.13K and leaving 6,864 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #464.

Procyon Advisors first reported a position in EPI in Q1 2024 and has held it in 10 quarters since. The position peaked at $308K in Q3 2025. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • Procyon Advisors held 6,864 shares of WisdomTree India Earnings Fund ETF worth $294K as of Q2 2026.
  • Procyon Advisors sold 50 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $2.13K.
  • WisdomTree India Earnings Fund ETF made up 0.01% of Procyon Advisors's portfolio in Q2 2026, its #464 holding.
  • Procyon Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q1 2024 and has held it in 10 quarters since.
  • Procyon Advisors's WisdomTree India Earnings Fund ETF position peaked at $308K in Q3 2025.
  • 250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Procyon Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.