RoundAngle Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

RoundAngle Advisors’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	$937K	Sell	22,966 -14,882	-39%	-$658K	0.7%	48
2025 Q4	$1.75M	Sell	37,848 -722	-2%	-$33.1K	1.28%	34
2025 Q3	$1.7M	Buy	38,570 +17	+0%	+$772	1.32%	35
2025 Q2	$1.83M	Buy	38,553 +1,307	+4%	+$59.3K	1.53%	30
2025 Q1	$1.63M	Buy	37,246 +4,197	+13%	+$180K	1.5%	29
2024 Q4	$1.5M	Buy	+33,049	New	+$1.57M	1.42%	28

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 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

RoundAngle Advisors's EPI Position: Q1 2026 in Review

RoundAngle Advisors reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 39% in Q1 2026, selling an estimated $658K and leaving 22,966 shares worth $937K. The position accounts for 0.7% of the portfolio, ranked #48.

RoundAngle Advisors first reported a position in EPI in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.83M in Q2 2025. 275 funds tracked by Wall St. Rank hold EPI as of Q1 2026.

RoundAngle Advisors held 22,966 shares of WisdomTree India Earnings Fund ETF worth $937K as of Q1 2026.
RoundAngle Advisors sold 14,882 WisdomTree India Earnings Fund ETF shares in Q1 2026, an estimated $658K.
WisdomTree India Earnings Fund ETF made up 0.7% of RoundAngle Advisors's portfolio in Q1 2026, its #48 holding.
RoundAngle Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q4 2024 and has held it in 6 quarters since.
RoundAngle Advisors's WisdomTree India Earnings Fund ETF position peaked at $1.83M in Q2 2025.
275 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2026.

Based on RoundAngle Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.