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

Stonebridge Financial Group’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
Q3 		$282K Sell
6,926
-10,868
-61% -$462K 0.03% 216
2026
Q2 		$761K Buy
+17,794
New +$759K 0.11% 133

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Clal Insurance
Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.32B AUM 14.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Miracle Mile Advisors
Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return
CIBC Bancorp USA
CIBC Bancorp USA Chicago, Illinois $79.9B AUM

Stonebridge Financial Group's EPI Position: Q3 2026 in Review

Stonebridge Financial Group reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 61% in Q3 2026, selling an estimated $462K and leaving 6,926 shares worth $282K. The position accounts for 0.03% of the portfolio, ranked #216.

Stonebridge Financial Group first reported a position in EPI in Q2 2026 and has held it in 2 quarters since. The position peaked at $761K in Q2 2026. 198 funds tracked by Wall St. Rank hold EPI as of Q3 2026.

  • Stonebridge Financial Group held 6,926 shares of WisdomTree India Earnings Fund ETF worth $282K as of Q3 2026.
  • Stonebridge Financial Group sold 10,868 WisdomTree India Earnings Fund ETF shares in Q3 2026, an estimated $462K.
  • WisdomTree India Earnings Fund ETF made up 0.03% of Stonebridge Financial Group's portfolio in Q3 2026, its #216 holding.
  • Stonebridge Financial Group first reported a position in WisdomTree India Earnings Fund ETF in Q2 2026 and has held it in 2 quarters since.
  • Stonebridge Financial Group's WisdomTree India Earnings Fund ETF position peaked at $761K in Q2 2026.
  • 198 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2026.

Based on Stonebridge Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.