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Steigerwald Gordon & Koch’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Steigerwald Gordon & Koch’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 		$19.2K Hold
448
– – ﹤0.01% 452
2026
Q1 		$18.3K Hold
448
– – ﹤0.01% 441
2025
Q4 		$20.7K Hold
448
– – ﹤0.01% 449
2025
Q3 		$19.8K Buy
+448
New +$20.3K ﹤0.01% 432

Other funds holding EPI

MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
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

Steigerwald Gordon & Koch's EPI Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its WisdomTree India Earnings Fund ETF (EPI) position steady in Q2 2026 at 448 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #452.

Steigerwald Gordon & Koch first reported a position in EPI in Q3 2025 and has held it in 4 quarters since. The position peaked at $20.7K in Q4 2025. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • Steigerwald Gordon & Koch held 448 shares of WisdomTree India Earnings Fund ETF worth $19.2K as of Q2 2026.
  • Steigerwald Gordon & Koch left its WisdomTree India Earnings Fund ETF share count unchanged in Q2 2026.
  • WisdomTree India Earnings Fund ETF made up ﹤0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #452 holding.
  • Steigerwald Gordon & Koch first reported a position in WisdomTree India Earnings Fund ETF in Q3 2025 and has held it in 4 quarters since.
  • Steigerwald Gordon & Koch's WisdomTree India Earnings Fund ETF position peaked at $20.7K in Q4 2025.
  • 250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.