Steward Partners Investment Advisory’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Steward Partners Investment Advisory’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	$395K	Buy	9,233 +1,397	+18%	+$59.6K	﹤0.01%	1844
2026 Q1	$320K	Sell	7,836 -1,451	-16%	-$64.2K	﹤0.01%	1775
2025 Q4	$430K	Buy	9,287 +551	+6%	+$25.2K	﹤0.01%	1512
2025 Q3	$386K	Sell	8,736 -8,247	-49%	-$374K	﹤0.01%	1514
2025 Q2	$806K	Buy	16,983 +2,161	+15%	+$98.1K	0.01%	1073
2025 Q1	$648K	Sell	14,822 -3,096	-17%	-$133K	0.01%	1110
2024 Q4	$811K	Buy	17,918 +1,041	+6%	+$49.4K	0.01%	948
2024 Q3	$852K	Buy	16,877 +13,639	+421%	+$673K	0.01%	916
2024 Q2	$156K	Sell	3,238 -492	-13%	-$22.4K	﹤0.01%	1564
2024 Q1	$162K	Buy	3,730 +3,133	+525%	+$135K	﹤0.01%	1529
2023 Q4	$24.5K	Hold	597	–	–	﹤0.01%	2310
2023 Q3	$21.9K	Buy	597 +225	+60%	+$8.14K	﹤0.01%	2263
2023 Q2	$12.9K	Hold	372	–	–	﹤0.01%	2485
2023 Q1	$11.7K	Hold	372	–	–	﹤0.01%	2483
2022 Q4	$12.1K	Hold	372	–	–	﹤0.01%	2468
2022 Q3	$11K	Hold	372	–	–	﹤0.01%	2484
2022 Q2	$11K	Hold	372	–	–	﹤0.01%	2481
2022 Q1	$13K	Sell	372 -500	-57%	-$18.1K	﹤0.01%	2548
2021 Q4	$32K	Hold	872	–	–	﹤0.01%	2102
2021 Q3	$33K	Hold	872	–	–	﹤0.01%	2077
2021 Q2	$30K	Sell	872 -2,233	-72%	-$72.8K	﹤0.01%	4214
2021 Q1	$97.9K	Buy	3,105 +2,733	+735%	+$84.9K	﹤0.01%	1641
2020 Q4	$11K	Hold	372	–	–	﹤0.01%	2267
2020 Q3	$9K	Hold	372	–	–	﹤0.01%	2172
2020 Q2	$7K	Hold	372	–	–	﹤0.01%	2156
2020 Q1	$6K	Hold	372	–	–	﹤0.01%	2017
2019 Q4	$9K	Hold	372	–	–	﹤0.01%	2048
2019 Q3	$8K	Hold	372	–	–	﹤0.01%	2082
2019 Q2	$9K	Buy	+372	New	+$9.65K	﹤0.01%	2016
2018 Q4	–	Sell	-644	Closed	-$16K	–	1156
2018 Q3	$16K	Sell	644 -2,025	-76%	-$52.7K	﹤0.01%	1648
2018 Q2	$67K	Buy	+2,669	New	+$69.4K	﹤0.01%	984

Other funds holding EPI

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

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Steward Partners Investment Advisory's EPI Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its WisdomTree India Earnings Fund ETF (EPI) stake by 18% in Q2 2026, buying an estimated $59.6K and bringing the position to 9,233 shares worth $395K. The position accounts for ﹤0.01% of the portfolio, ranked #1844.

Steward Partners Investment Advisory first reported a position in EPI in Q2 2018 and has held it in 31 quarters since. The position peaked at $852K in Q3 2024. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Steward Partners Investment Advisory held 9,233 shares of WisdomTree India Earnings Fund ETF worth $395K as of Q2 2026.
Steward Partners Investment Advisory bought 1,397 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $59.6K.
WisdomTree India Earnings Fund ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1844 holding.
Steward Partners Investment Advisory first reported a position in WisdomTree India Earnings Fund ETF in Q2 2018 and has held it in 31 quarters since.
Steward Partners Investment Advisory's WisdomTree India Earnings Fund ETF position peaked at $852K in Q3 2024.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.