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

Smartleaf 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	$1.02M	Hold	23,977	–	–	0.03%	413
2026 Q1	$949K	Buy	23,977 +1,331	+6%	+$58.9K	0.03%	407
2025 Q4	$1.04M	Buy	22,646 +1,037	+5%	+$47.5K	0.04%	371
2025 Q3	$955K	Buy	21,609 +1,232	+6%	+$55.9K	0.06%	331
2025 Q2	$968K	Buy	20,377 +147	+0.7%	+$6.67K	0.09%	258
2025 Q1	$880K	Buy	+20,230	New	+$867K	0.08%	258

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

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

Smartleaf Asset Management held its WisdomTree India Earnings Fund ETF (EPI) position steady in Q2 2026 at 23,977 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #413.

Smartleaf Asset Management first reported a position in EPI in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.04M in Q4 2025. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Smartleaf Asset Management held 23,977 shares of WisdomTree India Earnings Fund ETF worth $1.02M as of Q2 2026.
Smartleaf Asset Management left its WisdomTree India Earnings Fund ETF share count unchanged in Q2 2026.
WisdomTree India Earnings Fund ETF made up 0.03% of Smartleaf Asset Management's portfolio in Q2 2026, its #413 holding.
Smartleaf Asset Management first reported a position in WisdomTree India Earnings Fund ETF in Q1 2025 and has held it in 6 quarters since.
Smartleaf Asset Management's WisdomTree India Earnings Fund ETF position peaked at $1.04M in Q4 2025.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.