Prospect Financial Services’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Prospect Financial Services’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	–	Sell	-8,684	Closed	-$354K	–	116
2026 Q1	$354K	Hold	8,684	–	–	0.22%	73
2025 Q4	$402K	Sell	8,684 -18	-0.2%	-$824	0.23%	69
2025 Q3	$385K	Sell	8,702 -139	-2%	-$6.31K	0.22%	70
2025 Q2	$420K	Hold	8,841	–	–	0.26%	67
2025 Q1	$386K	Sell	8,841 -607	-6%	-$26K	0.21%	71
2024 Q4	$428K	Buy	9,448 +914	+11%	+$43.3K	0.23%	65
2024 Q3	$431K	Buy	+8,534	New	+$421K	0.27%	58

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

Prospect Financial Services's EPI Position: Q2 2026 in Review

Prospect Financial Services sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2026, closing a stake of 8,684 shares — an estimated $354K sold.

Prospect Financial Services first reported a position in EPI in Q3 2024 and held it in 7 quarters. The position peaked at $431K in Q3 2024. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Prospect Financial Services reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2026 after selling out during the quarter.
Prospect Financial Services sold 8,684 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $354K.
Prospect Financial Services first reported a position in WisdomTree India Earnings Fund ETF in Q3 2024 and held it in 7 quarters.
Prospect Financial Services's WisdomTree India Earnings Fund ETF position peaked at $431K in Q3 2024.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Prospect Financial Services's 13F filing for Q2 2026, filed 6 Aug 2026.