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Strategic Wealth Investment Group’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Strategic Wealth Investment 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
Q2 		$1.13M Buy
26,351
+1,002
+4% +$42.7K 0.14% 66
2026
Q1 		$1.03M Sell
25,349
-720
-3% -$31.8K 0.13% 60
2025
Q4 		$1.21M Sell
26,069
-12,299
-32% -$563K 0.15% 62
2025
Q3 		$1.7M Buy
38,368
+34,668
+937% +$1.57M 0.14% 61
2025
Q2 		$176K Buy
+3,700
New +$168K 0.25% 52
2025
Q1 		– Sell
-72,958
Closed -$3.3M – 70
2024
Q4 		$3.3M Sell
72,958
-130
-0.2% -$6.17K 0.36% 52
2024
Q3 		$3.66M Sell
73,088
-1,912
-3% -$94.3K 0.39% 52
2024
Q2 		$3.65M Buy
+75,000
New +$3.42M 0.46% 57
2023
Q4 		$3.93M Sell
95,889
-4,147
-4% -$157K 0.59% 47
2023
Q3 		$3.68M Sell
100,036
-2,425
-2% -$87.8K 0.67% 47
2023
Q2 		$3.57M Sell
102,461
-5,408
-5% -$179K 0.57% 49
2023
Q1 		$3.4M Buy
107,869
+8,156
+8% +$263K 0.63% 45
2022
Q4 		$3.34M Buy
99,713
+125
+0.1% +$4.05K 0.77% 39
2022
Q3 		$3.04M Buy
99,588
+10,581
+12% +$336K 0.87% 33
2022
Q2 		$2.64M Sell
89,007
-34,486
-28% -$1.17M 0.66% 46
2022
Q1 		$4.45M Buy
123,493
+7,299
+6% +$265K 1.06% 31
2021
Q4 		$4.24M Buy
116,194
+4,136
+4% +$155K 1.1% 27
2021
Q3 		$4.19M Buy
112,058
+23,051
+26% +$820K 1.25% 20
2021
Q2 		$3.01M Buy
89,007
+22,637
+34% +$738K 1.07% 26
2021
Q1 		$2.09M Sell
66,370
-38,742
-37% -$1.2M 1% 28
2020
Q4 		$3.07M Sell
105,112
-2,225
-2% -$58K 1.8% 12
2020
Q3 		$2.53M Buy
107,337
+14,097
+15% +$320K 1.91% 12
2020
Q2 		$1.87M Buy
+93,240
New +$1.7M 1.83% 13
2020
Q1 		– Sell
-41,933
Closed -$1.04M – 50
2019
Q4 		$1.04M Buy
+41,933
New +$1.02M 1.08% 25

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

Strategic Wealth Investment Group's EPI Position: Q2 2026 in Review

Strategic Wealth Investment Group increased its WisdomTree India Earnings Fund ETF (EPI) stake by 4% in Q2 2026, buying an estimated $42.7K and bringing the position to 26,351 shares worth $1.13M. The position accounts for 0.14% of the portfolio, ranked #66.

Strategic Wealth Investment Group first reported a position in EPI in Q4 2019 and has held it in 24 quarters since. The position peaked at $4.45M in Q1 2022. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • Strategic Wealth Investment Group held 26,351 shares of WisdomTree India Earnings Fund ETF worth $1.13M as of Q2 2026.
  • Strategic Wealth Investment Group bought 1,002 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $42.7K.
  • WisdomTree India Earnings Fund ETF made up 0.14% of Strategic Wealth Investment Group's portfolio in Q2 2026, its #66 holding.
  • Strategic Wealth Investment Group first reported a position in WisdomTree India Earnings Fund ETF in Q4 2019 and has held it in 24 quarters since.
  • Strategic Wealth Investment Group's WisdomTree India Earnings Fund ETF position peaked at $4.45M in Q1 2022.
  • 250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q2 2026, filed 4 Aug 2026.