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

Stifel Financial’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	$2.7M	Sell	63,131 -2,521	-4%	-$107K	﹤0.01%	1860
2026 Q1	$2.68M	Buy	65,652 +900	+1%	+$39.8K	﹤0.01%	1751
2025 Q4	$3M	Buy	64,752 +11,603	+22%	+$531K	﹤0.01%	1643
2025 Q3	$2.35M	Buy	53,149 +1,554	+3%	+$70.5K	﹤0.01%	1803
2025 Q2	$2.45M	Sell	51,595 -947	-2%	-$43K	﹤0.01%	1696
2025 Q1	$2.3M	Sell	52,542 -1,431	-3%	-$61.4K	﹤0.01%	1666
2024 Q4	$2.44M	Sell	53,973 -5,552	-9%	-$263K	﹤0.01%	1637
2024 Q3	$3M	Buy	59,525 +4,468	+8%	+$220K	﹤0.01%	1520
2024 Q2	$2.66M	Buy	55,057 +21,646	+65%	+$987K	﹤0.01%	1535
2024 Q1	$1.46M	Buy	33,411 +4,017	+14%	+$173K	﹤0.01%	1948
2023 Q4	$1.21M	Buy	+29,394	New	+$1.11M	﹤0.01%	2016
2022 Q2	–	Sell	-6,309	Closed	-$227K	–	3364
2022 Q1	$227K	Buy	+6,309	New	+$229K	﹤0.01%	3047
2021 Q2	–	Sell	-27,533	Closed	-$868K	–	3328
2021 Q1	$868K	Buy	+27,533	New	+$856K	﹤0.01%	2084
2015 Q1	–	Sell	-20,656	Closed	-$455K	–	2328
2014 Q4	$455K	Buy	+20,656	New	+$464K	﹤0.01%	1654
2014 Q3	–	Sell	-20,021	Closed	-$450K	–	2248
2014 Q2	$450K	Buy	+20,021	New	+$417K	﹤0.01%	1554

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

Stifel Financial's EPI Position: Q2 2026 in Review

Stifel Financial reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 3.8% in Q2 2026, selling an estimated $107K and leaving 63,131 shares worth $2.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1860.

Stifel Financial first reported a position in EPI in Q2 2014 and has held it in 15 quarters since. The position peaked at $3M in Q3 2024. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Stifel Financial held 63,131 shares of WisdomTree India Earnings Fund ETF worth $2.7M as of Q2 2026.
Stifel Financial sold 2,521 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $107K.
WisdomTree India Earnings Fund ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1860 holding.
Stifel Financial first reported a position in WisdomTree India Earnings Fund ETF in Q2 2014 and has held it in 15 quarters since.
Stifel Financial's WisdomTree India Earnings Fund ETF position peaked at $3M in Q3 2024.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.