Silvercrest Asset Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Silvercrest Asset Management’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	$586K	Hold	13,700	–	–	﹤0.01%	683
2026 Q1	$559K	Hold	13,700	–	–	﹤0.01%	672
2025 Q4	$634K	Hold	13,700	–	–	﹤0.01%	675
2025 Q3	$606K	Hold	13,700	–	–	﹤0.01%	677
2025 Q2	$650K	Hold	13,700	–	–	﹤0.01%	678
2025 Q1	$599K	Hold	13,700	–	–	﹤0.01%	671
2024 Q4	$620K	Hold	13,700	–	–	﹤0.01%	660
2024 Q3	$691K	Hold	13,700	–	–	﹤0.01%	615
2024 Q2	$661K	Hold	13,700	–	–	﹤0.01%	674
2024 Q1	$597K	Hold	13,700	–	–	﹤0.01%	681
2023 Q4	$562K	Hold	13,700	–	–	﹤0.01%	653
2023 Q3	$504K	Hold	13,700	–	–	﹤0.01%	678
2023 Q2	$477K	Hold	13,700	–	–	﹤0.01%	682
2023 Q1	$432K	Hold	13,700	–	–	﹤0.01%	675
2022 Q4	$446K	Hold	13,700	–	–	﹤0.01%	659
2022 Q3	$418K	Hold	13,700	–	–	﹤0.01%	658
2022 Q2	$406K	Hold	13,700	–	–	﹤0.01%	675
2022 Q1	$493K	Hold	13,700	–	–	﹤0.01%	691
2021 Q4	$500K	Buy	+13,700	New	+$512K	﹤0.01%	677

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

Silvercrest Asset Management's EPI Position: Q2 2026 in Review

Silvercrest Asset Management held its WisdomTree India Earnings Fund ETF (EPI) position steady in Q2 2026 at 13,700 shares worth $586K. The position accounts for ﹤0.01% of the portfolio, ranked #683.

Silvercrest Asset Management first reported a position in EPI in Q4 2021 and has held it in 19 quarters since. The position peaked at $691K in Q3 2024. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Silvercrest Asset Management held 13,700 shares of WisdomTree India Earnings Fund ETF worth $586K as of Q2 2026.
Silvercrest Asset Management left its WisdomTree India Earnings Fund ETF share count unchanged in Q2 2026.
WisdomTree India Earnings Fund ETF made up ﹤0.01% of Silvercrest Asset Management's portfolio in Q2 2026, its #683 holding.
Silvercrest Asset Management first reported a position in WisdomTree India Earnings Fund ETF in Q4 2021 and has held it in 19 quarters since.
Silvercrest Asset Management's WisdomTree India Earnings Fund ETF position peaked at $691K in Q3 2024.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Silvercrest Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.