Robertson Stephens Wealth Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Robertson Stephens Wealth Management’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	$1.05M	Buy	24,528 +777	+3%	+$33.1K	0.03%	306
2026 Q1	$969K	Sell	23,751 -631	-3%	-$27.9K	0.03%	305
2025 Q4	$1.13M	Buy	24,382 +3,410	+16%	+$156K	0.03%	274
2025 Q3	$927K	Sell	20,972 -93	-0.4%	-$4.22K	0.03%	268
2025 Q2	$1,000K	Buy	21,065 +997	+5%	+$45.2K	0.03%	274
2025 Q1	$877K	Sell	20,068 -110,490	-85%	-$4.74M	0.03%	283
2024 Q4	$5.91M	Sell	130,558 -2,745	-2%	-$130K	0.21%	96
2024 Q3	$6.73M	Buy	133,303 +12,559	+10%	+$619K	0.24%	88
2024 Q2	$5.83M	Buy	+120,744	New	+$5.51M	0.29%	63

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

Robertson Stephens Wealth Management's EPI Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its WisdomTree India Earnings Fund ETF (EPI) stake by 3.3% in Q2 2026, buying an estimated $33.1K and bringing the position to 24,528 shares worth $1.05M. The position accounts for 0.03% of the portfolio, ranked #306.

Robertson Stephens Wealth Management first reported a position in EPI in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.73M in Q3 2024. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Robertson Stephens Wealth Management held 24,528 shares of WisdomTree India Earnings Fund ETF worth $1.05M as of Q2 2026.
Robertson Stephens Wealth Management bought 777 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $33.1K.
WisdomTree India Earnings Fund ETF made up 0.03% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #306 holding.
Robertson Stephens Wealth Management first reported a position in WisdomTree India Earnings Fund ETF in Q2 2024 and has held it in 9 quarters since.
Robertson Stephens Wealth Management's WisdomTree India Earnings Fund ETF position peaked at $6.73M in Q3 2024.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.