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

Sanctuary 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
Q2 		$1.05M Buy
24,645
+5,033
+26% +$215K ﹤0.01% 1415
2026
Q1 		$800K Buy
19,612
+638
+3% +$28.2K ﹤0.01% 1475
2025
Q4 		$878K Buy
18,974
+1,012
+6% +$46.3K ﹤0.01% 1392
2025
Q3 		$794K Sell
17,962
-1,895
-10% -$86K ﹤0.01% 1426
2025
Q2 		$943K Buy
19,857
+523
+3% +$23.7K 0.01% 1249
2025
Q1 		$845K Buy
19,334
+8,559
+79% +$367K 0.01% 1214
2024
Q4 		$469K Sell
10,775
-6,285
-37% -$298K ﹤0.01% 1717
2024
Q3 		$795K Buy
17,060
+10,269
+151% +$506K 0.01% 1392
2024
Q2 		$307K Buy
+6,791
New +$310K ﹤0.01% 1946

Other funds holding EPI

MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
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

Sanctuary Advisors's EPI Position: Q2 2026 in Review

Sanctuary Advisors increased its WisdomTree India Earnings Fund ETF (EPI) stake by 26% in Q2 2026, buying an estimated $215K and bringing the position to 24,645 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #1415.

Sanctuary Advisors first reported a position in EPI in Q2 2024 and has held it in 9 quarters since. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • Sanctuary Advisors held 24,645 shares of WisdomTree India Earnings Fund ETF worth $1.05M as of Q2 2026.
  • Sanctuary Advisors bought 5,033 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $215K.
  • WisdomTree India Earnings Fund ETF made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1415 holding.
  • Sanctuary Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q2 2024 and has held it in 9 quarters since.
  • 250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.