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Root Financial Partners’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Root Financial Partners’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 		– Sell
-80
Closed -$3.7K – 3496
2025
Q4 		$3.7K Hold
80
– – ﹤0.01% 1858
2025
Q3 		$3.54K Buy
+80
New +$3.63K ﹤0.01% 1839

Other funds holding EPI

MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
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

Root Financial Partners's EPI Position: Q1 2026 in Review

Root Financial Partners sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2026, closing a stake of 80 shares — an estimated $3.7K sold.

Root Financial Partners first reported a position in EPI in Q3 2025 and held it in 2 quarters. The position peaked at $3.7K in Q4 2025. 272 funds tracked by Wall St. Rank hold EPI as of Q1 2026.

  • Root Financial Partners reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2026 after selling out during the quarter.
  • Root Financial Partners sold 80 WisdomTree India Earnings Fund ETF shares in Q1 2026, an estimated $3.7K.
  • Root Financial Partners first reported a position in WisdomTree India Earnings Fund ETF in Q3 2025 and held it in 2 quarters.
  • Root Financial Partners's WisdomTree India Earnings Fund ETF position peaked at $3.7K in Q4 2025.
  • 272 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.