Rothschild Investment LLC’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Rothschild Investment LLC’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	$34.2K	Hold	800	–	–	﹤0.01%	1347
2026 Q1	$32.6K	Hold	800	–	–	﹤0.01%	1242
2025 Q4	$37K	Hold	800	–	–	﹤0.01%	1114
2025 Q3	$35.4K	Hold	800	–	–	﹤0.01%	1093
2025 Q2	$38K	Hold	800	–	–	﹤0.01%	850
2025 Q1	$35K	Hold	800	–	–	﹤0.01%	865
2024 Q4	$36.2K	Hold	800	–	–	﹤0.01%	856
2024 Q3	$40.4K	Hold	800	–	–	﹤0.01%	831
2024 Q2	$38.6K	Hold	800	–	–	﹤0.01%	813
2024 Q1	$34.8K	Buy	+800	New	+$34.4K	﹤0.01%	805
2015 Q2	–	Sell	-9,204	Closed	-$210K	–	513
2015 Q1	$210K	Sell	9,204 -909	-9%	-$21.2K	0.02%	445
2014 Q4	$223K	Buy	10,113 +136	+1%	+$3.06K	0.03%	439
2014 Q3	$219K	Buy	+9,977	New	+$225K	0.03%	439

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

Rothschild Investment LLC's EPI Position: Q2 2026 in Review

Rothschild Investment LLC held its WisdomTree India Earnings Fund ETF (EPI) position steady in Q2 2026 at 800 shares worth $34.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1347.

Rothschild Investment LLC first reported a position in EPI in Q3 2014 and has held it in 13 quarters since. The position peaked at $223K in Q4 2014. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Rothschild Investment LLC held 800 shares of WisdomTree India Earnings Fund ETF worth $34.2K as of Q2 2026.
Rothschild Investment LLC left its WisdomTree India Earnings Fund ETF share count unchanged in Q2 2026.
WisdomTree India Earnings Fund ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1347 holding.
Rothschild Investment LLC first reported a position in WisdomTree India Earnings Fund ETF in Q3 2014 and has held it in 13 quarters since.
Rothschild Investment LLC's WisdomTree India Earnings Fund ETF position peaked at $223K in Q4 2014.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.