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 Q2	–	Sell	-8,855	Closed	-$361K	–	91
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 $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

Riverview Capital Advisers's EPI Position: Q2 2026 in Review

Riverview Capital Advisers sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2026, closing a stake of 8,855 shares — an estimated $361K sold.

Riverview Capital Advisers first reported a position in EPI in Q4 2021 and held it in 7 quarters. The position peaked at $435K in Q1 2025. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Riverview Capital Advisers reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2026 after selling out during the quarter.
Riverview Capital Advisers sold 8,855 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $361K.
Riverview Capital Advisers first reported a position in WisdomTree India Earnings Fund ETF in Q4 2021 and held it in 7 quarters.
Riverview Capital Advisers's WisdomTree India Earnings Fund ETF position peaked at $435K in Q1 2025.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Riverview Capital Advisers's 13F filing for Q2 2026, filed 13 Aug 2026.