Prosperity Consulting Group’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Prosperity Consulting 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	–	Sell	-5,267	Closed	-$215K	–	642
2026 Q1	$215K	Sell	5,267 -79,458	-94%	-$3.51M	0.01%	496
2025 Q4	$3.92M	Sell	84,725 -8,768	-9%	-$402K	0.18%	95
2025 Q3	$4.13M	Buy	93,493 +4,913	+6%	+$223K	0.2%	90
2025 Q2	$4.2M	Buy	88,580 +866	+1%	+$39.3K	0.31%	76
2025 Q1	$3.83M	Buy	87,714 +23,914	+37%	+$1.03M	0.3%	83
2024 Q4	$2.89M	Buy	63,800 +16,367	+35%	+$776K	0.22%	103
2024 Q3	$2.39M	Buy	+47,433	New	+$2.34M	0.19%	128

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

Prosperity Consulting Group's EPI Position: Q2 2026 in Review

Prosperity Consulting Group sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2026, closing a stake of 5,267 shares — an estimated $215K sold.

Prosperity Consulting Group first reported a position in EPI in Q3 2024 and held it in 7 quarters. The position peaked at $4.2M in Q2 2025. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Prosperity Consulting Group reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2026 after selling out during the quarter.
Prosperity Consulting Group sold 5,267 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $215K.
Prosperity Consulting Group first reported a position in WisdomTree India Earnings Fund ETF in Q3 2024 and held it in 7 quarters.
Prosperity Consulting Group's WisdomTree India Earnings Fund ETF position peaked at $4.2M in Q2 2025.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.