Spire Wealth Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Spire Wealth 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	$8.56K	Hold	200	–	–	﹤0.01%	1689
2026 Q1	$8.16K	Hold	200	–	–	﹤0.01%	1687
2025 Q4	$9.26K	Hold	200	–	–	﹤0.01%	1734
2025 Q3	$8.84K	Buy	200 +30	+18%	+$1.36K	﹤0.01%	1791
2025 Q2	$8.07K	Hold	170	–	–	﹤0.01%	1794
2025 Q1	$7.43K	Hold	170	–	–	﹤0.01%	1938
2024 Q4	$7.7K	Sell	170 -30,634	-99%	-$1.45M	﹤0.01%	1913
2024 Q3	$1.55M	Buy	30,804 +2,698	+10%	+$133K	0.05%	282
2024 Q2	$1.36M	Buy	28,106 +27,936	+16,433%	+$1.27M	0.05%	286
2024 Q1	$7.41K	Hold	170	–	–	﹤0.01%	1807
2023 Q4	$7.14K	Hold	170	–	–	﹤0.01%	1849
2023 Q3	$6.25K	Hold	170	–	–	﹤0.01%	1873
2023 Q2	$5.92K	Hold	170	–	–	﹤0.01%	1960
2023 Q1	$5.36K	Hold	170	–	–	﹤0.01%	2018
2022 Q4	$6K	Hold	170	–	–	﹤0.01%	1769
2022 Q3	$5K	Hold	170	–	–	﹤0.01%	1736
2022 Q2	$5K	Hold	170	–	–	﹤0.01%	2122
2022 Q1	$6K	Sell	170 -1,300	-88%	-$47.2K	﹤0.01%	2183
2021 Q4	$54K	Buy	+1,470	New	+$55K	﹤0.01%	1682
2021 Q2	–	Sell	-1,650	Closed	-$52K	–	2688
2021 Q1	$52K	Buy	+1,650	New	+$51.3K	﹤0.01%	1705

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

Spire Wealth Management's EPI Position: Q2 2026 in Review

Spire Wealth Management held its WisdomTree India Earnings Fund ETF (EPI) position steady in Q2 2026 at 200 shares worth $8.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1689.

Spire Wealth Management first reported a position in EPI in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.55M in Q3 2024. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Spire Wealth Management held 200 shares of WisdomTree India Earnings Fund ETF worth $8.56K as of Q2 2026.
Spire Wealth Management left its WisdomTree India Earnings Fund ETF share count unchanged in Q2 2026.
WisdomTree India Earnings Fund ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1689 holding.
Spire Wealth Management first reported a position in WisdomTree India Earnings Fund ETF in Q1 2021 and has held it in 20 quarters since.
Spire Wealth Management's WisdomTree India Earnings Fund ETF position peaked at $1.55M in Q3 2024.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.