SRH Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

SRH Advisors’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	$24.2K	Hold	565	–	–	0.01%	177
2026 Q1	$23.1K	Hold	565	–	–	0.01%	172
2025 Q4	$26.2K	Hold	565	–	–	0.01%	167
2025 Q3	$25K	Hold	565	–	–	0.01%	165
2025 Q2	$26.8K	Hold	565	–	–	0.01%	151
2025 Q1	$24.7K	Hold	565	–	–	0.01%	156
2024 Q4	$25.6K	Hold	565	–	–	0.01%	159
2024 Q3	$28.5K	Hold	565	–	–	0.01%	153
2024 Q2	$27.3K	Hold	565	–	–	0.01%	152
2024 Q1	$24.6K	Hold	565	–	–	0.01%	158
2023 Q4	$23.2K	Hold	565	–	–	0.01%	159
2023 Q3	$20.8K	Hold	565	–	–	0.01%	158
2023 Q2	$17.8K	Hold	565	–	–	0.01%	161
2023 Q1	$18K	Hold	565	–	–	0.01%	161
2022 Q4	$18K	Hold	565	–	–	0.01%	160
2022 Q3	$17K	Hold	565	–	–	0.02%	172
2022 Q2	$17K	Hold	565	–	–	0.02%	175
2022 Q1	$20K	Hold	565	–	–	0.02%	176
2021 Q4	$21K	Hold	565	–	–	0.02%	177
2021 Q3	$21K	Hold	565	–	–	0.03%	171
2021 Q2	$19K	Hold	565	–	–	0.02%	179
2021 Q1	$18K	Hold	565	–	–	0.03%	169
2020 Q4	$17K	Hold	565	–	–	0.03%	169
2020 Q3	$13K	Hold	565	–	–	0.03%	169
2020 Q2	$11K	Hold	565	–	–	0.03%	161
2020 Q1	$9K	Hold	565	–	–	0.03%	161
2019 Q4	$14K	Hold	565	–	–	0.04%	142
2019 Q3	$13K	Hold	565	–	–	0.04%	146
2019 Q2	$15K	Hold	565	–	–	0.05%	142
2019 Q1	$15K	Hold	565	–	–	0.05%	132
2018 Q4	$14K	Hold	565	–	–	0.05%	133
2018 Q3	$14K	Hold	565	–	–	0.05%	153
2018 Q2	$14K	Hold	565	–	–	0.05%	147
2018 Q1	$15K	Hold	565	–	–	0.06%	125
2017 Q4	$16K	Hold	565	–	–	0.06%	117
2017 Q3	$14K	Hold	565	–	–	0.06%	120
2017 Q2	$14K	Hold	565	–	–	0.07%	97
2017 Q1	$14K	Hold	565	–	–	0.07%	95
2016 Q4	$11K	Hold	565	–	–	0.05%	104
2016 Q3	$12K	Hold	565	–	–	0.06%	98
2016 Q2	$11K	Hold	565	–	–	0.06%	102
2016 Q1	$11K	Hold	565	–	–	0.06%	100
2015 Q4	$11K	Hold	565	–	–	0.06%	100
2015 Q3	$11K	Hold	565	–	–	0.06%	99
2015 Q2	$12K	Hold	565	–	–	0.08%	99
2015 Q1	$13K	Hold	565	–	–	0.09%	83
2014 Q4	$12K	Hold	565	–	–	0.08%	87
2014 Q3	$12K	Hold	565	–	–	0.09%	84
2014 Q2	$13K	Hold	565	–	–	0.1%	82
2014 Q1	$11K	Hold	565	–	–	0.09%	85
2013 Q4	$10K	Buy	+565	New	+$9.4K	0.1%	91

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

SRH Advisors's EPI Position: Q2 2026 in Review

SRH Advisors held its WisdomTree India Earnings Fund ETF (EPI) position steady in Q2 2026 at 565 shares worth $24.2K. The position accounts for 0.01% of the portfolio, ranked #177.

SRH Advisors first reported a position in EPI in Q4 2013 and has held it in 51 quarters since. The position peaked at $28.5K in Q3 2024. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

SRH Advisors held 565 shares of WisdomTree India Earnings Fund ETF worth $24.2K as of Q2 2026.
SRH Advisors left its WisdomTree India Earnings Fund ETF share count unchanged in Q2 2026.
WisdomTree India Earnings Fund ETF made up 0.01% of SRH Advisors's portfolio in Q2 2026, its #177 holding.
SRH Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q4 2013 and has held it in 51 quarters since.
SRH Advisors's WisdomTree India Earnings Fund ETF position peaked at $28.5K in Q3 2024.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on SRH Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.