Sowa Financial Group’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Sowa Financial Group’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	$588K	Hold	13,748	–	–	0.27%	26
2026 Q1	$561K	Sell	13,748 -265	-2%	-$11.7K	0.28%	25
2025 Q4	$649K	Sell	14,013 -429	-3%	-$19.6K	0.34%	23
2025 Q3	$638K	Hold	14,442	–	–	0.36%	21
2025 Q2	$686K	Sell	14,442 -44,556	-76%	-$2.02M	0.43%	20
2025 Q1	$2.58M	Buy	58,998 +3,008	+5%	+$129K	1.69%	11
2024 Q4	$2.54M	Buy	55,990 +26,663	+91%	+$1.26M	1.59%	13
2024 Q3	$1.48M	Buy	29,327 +16,577	+130%	+$817K	0.94%	23
2024 Q2	$616K	Buy	+12,750	New	+$581K	0.47%	26

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

Sowa Financial Group's EPI Position: Q2 2026 in Review

Sowa Financial Group held its WisdomTree India Earnings Fund ETF (EPI) position steady in Q2 2026 at 13,748 shares worth $588K. The position accounts for 0.27% of the portfolio, ranked #26.

Sowa Financial Group first reported a position in EPI in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.58M in Q1 2025. 248 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Sowa Financial Group held 13,748 shares of WisdomTree India Earnings Fund ETF worth $588K as of Q2 2026.
Sowa Financial Group left its WisdomTree India Earnings Fund ETF share count unchanged in Q2 2026.
WisdomTree India Earnings Fund ETF made up 0.27% of Sowa Financial Group's portfolio in Q2 2026, its #26 holding.
Sowa Financial Group first reported a position in WisdomTree India Earnings Fund ETF in Q2 2024 and has held it in 9 quarters since.
Sowa Financial Group's WisdomTree India Earnings Fund ETF position peaked at $2.58M in Q1 2025.
248 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Sowa Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.