SBI Securities’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

SBI Securities’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 Q3	$10.7M	Sell	263,239 -6,084	-2%	-$259K	0.24%	71
2026 Q2	$11.5M	Sell	269,323 -19,703	-7%	-$840K	0.26%	69
2026 Q1	$11.8M	Sell	289,026 -31,095	-10%	-$1.37M	0.32%	58
2025 Q4	$14.8M	Buy	320,121 +22,218	+7%	+$1.02M	0.38%	47
2025 Q3	$13.2M	Sell	297,903 -11,693	-4%	-$531K	0.34%	58
2025 Q2	$14.7M	Sell	309,596 -17,843	-5%	-$810K	0.42%	43
2025 Q1	$14.3M	Buy	327,439 +1,530	+0.5%	+$65.6K	0.48%	42
2024 Q4	$14.8M	Buy	+325,909	New	+$15.5M	0.45%	37

Other funds holding EPI

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Leibman Financial Services Louisville, Nebraska $145M AUM 10.64% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Narus Financial Partners Salt Lake City, Utah $377M AUM 12.95% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

SBI Securities's EPI Position: Q3 2026 in Review

SBI Securities reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 2.3% in Q3 2026, selling an estimated $259K and leaving 263,239 shares worth $10.7M. The position accounts for 0.24% of the portfolio, ranked #71.

SBI Securities first reported a position in EPI in Q4 2024 and has held it in 8 quarters since. The position peaked at $14.8M in Q4 2025. 58 funds tracked by Wall St. Rank hold EPI as of Q3 2026.

SBI Securities held 263,239 shares of WisdomTree India Earnings Fund ETF worth $10.7M as of Q3 2026.
SBI Securities sold 6,084 WisdomTree India Earnings Fund ETF shares in Q3 2026, an estimated $259K.
WisdomTree India Earnings Fund ETF made up 0.24% of SBI Securities's portfolio in Q3 2026, its #71 holding.
SBI Securities first reported a position in WisdomTree India Earnings Fund ETF in Q4 2024 and has held it in 8 quarters since.
SBI Securities's WisdomTree India Earnings Fund ETF position peaked at $14.8M in Q4 2025.
58 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.