Raymond James Financial’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Raymond James Financial’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 Q1	$15.6M	Sell	381,804 -62,625	-14%	-$2.77M	﹤0.01%	1649
2025 Q4	$20.6M	Sell	444,429 -18,989	-4%	-$870K	0.01%	1420
2025 Q3	$20.5M	Sell	463,418 -53,971	-10%	-$2.45M	0.01%	1397
2025 Q2	$24.6M	Buy	517,389 +74,696	+17%	+$3.39M	0.01%	1208
2025 Q1	$19.4M	Sell	442,693 -86,092	-16%	-$3.69M	0.01%	1334
2024 Q4	$23.9M	Buy	+528,785	New	+$25.1M	0.01%	1182

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 $16.6B AUM 68.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 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

Raymond James Financial's EPI Position: Q1 2026 in Review

Raymond James Financial reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 14% in Q1 2026, selling an estimated $2.77M and leaving 381,804 shares worth $15.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1649.

Raymond James Financial first reported a position in EPI in Q4 2024 and has held it in 6 quarters since. The position peaked at $24.6M in Q2 2025. 273 funds tracked by Wall St. Rank hold EPI as of Q1 2026.

Raymond James Financial held 381,804 shares of WisdomTree India Earnings Fund ETF worth $15.6M as of Q1 2026.
Raymond James Financial sold 62,625 WisdomTree India Earnings Fund ETF shares in Q1 2026, an estimated $2.77M.
WisdomTree India Earnings Fund ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #1649 holding.
Raymond James Financial first reported a position in WisdomTree India Earnings Fund ETF in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's WisdomTree India Earnings Fund ETF position peaked at $24.6M in Q2 2025.
273 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.