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Stone House Investment Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Stone House Investment 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 		$101K Hold
2,364
– – 0.01% 149
2026
Q1 		$96.5K Buy
+2,364
New +$105K 0.02% 126

Other funds holding EPI

Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Clal Insurance
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
Miracle Mile Advisors
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Stone House Investment Management's EPI Position: Q2 2026 in Review

Stone House Investment Management held its WisdomTree India Earnings Fund ETF (EPI) position steady in Q2 2026 at 2,364 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #149.

Stone House Investment Management first reported a position in EPI in Q1 2026 and has held it in 2 quarters since. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • Stone House Investment Management held 2,364 shares of WisdomTree India Earnings Fund ETF worth $101K as of Q2 2026.
  • Stone House Investment Management left its WisdomTree India Earnings Fund ETF share count unchanged in Q2 2026.
  • WisdomTree India Earnings Fund ETF made up 0.01% of Stone House Investment Management's portfolio in Q2 2026, its #149 holding.
  • Stone House Investment Management first reported a position in WisdomTree India Earnings Fund ETF in Q1 2026 and has held it in 2 quarters since.
  • 250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.