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Protective Life’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Protective Life’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 		$28.8K Sell
674
-401
-37% -$17.1K 0.21% 39
2026
Q1 		$43.9K Buy
+1,075
New +$47.5K 0.15% 65

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

Protective Life's EPI Position: Q2 2026 in Review

Protective Life reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 37% in Q2 2026, selling an estimated $17.1K and leaving 674 shares worth $28.8K. The position accounts for 0.21% of the portfolio, ranked #39.

Protective Life first reported a position in EPI in Q1 2026 and has held it in 2 quarters since. The position peaked at $43.9K in Q1 2026. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • Protective Life held 674 shares of WisdomTree India Earnings Fund ETF worth $28.8K as of Q2 2026.
  • Protective Life sold 401 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $17.1K.
  • WisdomTree India Earnings Fund ETF made up 0.21% of Protective Life's portfolio in Q2 2026, its #39 holding.
  • Protective Life first reported a position in WisdomTree India Earnings Fund ETF in Q1 2026 and has held it in 2 quarters since.
  • Protective Life's WisdomTree India Earnings Fund ETF position peaked at $43.9K in Q1 2026.
  • 250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Protective Life's 13F filing for Q2 2026, filed 14 Aug 2026.