Riverview Capital Advisers’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Riverview Capital Advisers’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	$361K	Hold	8,855	–	–	0.12%	68
2025 Q4	$410K	Hold	8,855	–	–	0.12%	71
2025 Q3	$391K	Hold	8,855	–	–	0.11%	75
2025 Q2	$420K	Sell	8,855 -1,100	-11%	-$49.9K	0.12%	78
2025 Q1	$435K	Buy	+9,955	New	+$427K	0.14%	72
2022 Q2	–	Sell	-2,980	Closed	-$107K	–	84
2022 Q1	$107K	Sell	2,980 -4,547	-60%	-$165K	0.05%	95
2021 Q4	$275K	Buy	+7,527	New	+$281K	0.12%	78

Other funds holding EPI

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 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 $377B AUM 19.32% 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 $1.53B AUM 20.88% 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

Riverview Capital Advisers's EPI Position: Q1 2026 in Review

Riverview Capital Advisers held its WisdomTree India Earnings Fund ETF (EPI) position steady in Q1 2026 at 8,855 shares worth $361K. The position accounts for 0.12% of the portfolio, ranked #68.

Riverview Capital Advisers first reported a position in EPI in Q4 2021 and has held it in 7 quarters since. The position peaked at $435K in Q1 2025. 272 funds tracked by Wall St. Rank hold EPI as of Q1 2026.

Riverview Capital Advisers held 8,855 shares of WisdomTree India Earnings Fund ETF worth $361K as of Q1 2026.
Riverview Capital Advisers left its WisdomTree India Earnings Fund ETF share count unchanged in Q1 2026.
WisdomTree India Earnings Fund ETF made up 0.12% of Riverview Capital Advisers's portfolio in Q1 2026, its #68 holding.
Riverview Capital Advisers first reported a position in WisdomTree India Earnings Fund ETF in Q4 2021 and has held it in 7 quarters since.
Riverview Capital Advisers's WisdomTree India Earnings Fund ETF position peaked at $435K in Q1 2025.
272 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2026.

Based on Riverview Capital Advisers's 13F filing for Q1 2026, filed 14 May 2026.