Stratos Wealth Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Stratos Wealth Advisors’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 Q1	$747K	Buy	18,310 +8,808	+93%	+$389K	0.05%	311
2025 Q4	$440K	Buy	+9,502	New	+$435K	0.02%	460
2025 Q2	–	Sell	-21,598	Closed	-$944K	–	684
2025 Q1	$944K	Buy	21,598 +16,369	+313%	+$702K	0.05%	305
2024 Q4	$237K	Buy	5,229 +13	+0.2%	+$616	0.01%	634
2024 Q3	$263K	Buy	+5,216	New	+$257K	0.01%	635

Other funds holding EPI

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 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

Stratos Wealth Advisors's EPI Position: Q1 2026 in Review

Stratos Wealth Advisors increased its WisdomTree India Earnings Fund ETF (EPI) stake by 93% in Q1 2026, buying an estimated $389K and bringing the position to 18,310 shares worth $747K. The position accounts for 0.05% of the portfolio, ranked #311.

Stratos Wealth Advisors first reported a position in EPI in Q3 2024 and has held it in 5 quarters since. The position peaked at $944K in Q1 2025. 272 funds tracked by Wall St. Rank hold EPI as of Q1 2026.

Stratos Wealth Advisors held 18,310 shares of WisdomTree India Earnings Fund ETF worth $747K as of Q1 2026.
Stratos Wealth Advisors bought 8,808 WisdomTree India Earnings Fund ETF shares in Q1 2026, an estimated $389K.
WisdomTree India Earnings Fund ETF made up 0.05% of Stratos Wealth Advisors's portfolio in Q1 2026, its #311 holding.
Stratos Wealth Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q3 2024 and has held it in 5 quarters since.
Stratos Wealth Advisors's WisdomTree India Earnings Fund ETF position peaked at $944K in Q1 2025.
272 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.