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

Stratos Wealth Partners’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	$375K	Sell	8,754 -408	-4%	-$17.4K	﹤0.01%	1279
2026 Q1	$374K	Sell	9,162 -193,267	-95%	-$8.55M	﹤0.01%	1204
2025 Q4	$9.37M	Sell	202,429 -799	-0.4%	-$36.6K	0.11%	203
2025 Q3	$8.98M	Buy	203,228 +3,532	+2%	+$160K	0.11%	196
2025 Q2	$9.48M	Sell	199,696 -7,894	-4%	-$358K	0.13%	164
2025 Q1	$9.07M	Buy	207,590 +200,508	+2,831%	+$8.6M	0.14%	150
2024 Q4	$321K	Buy	7,082 +636	+10%	+$30.2K	﹤0.01%	1120
2024 Q3	$325K	Sell	6,446 -2,700	-30%	-$133K	﹤0.01%	1114
2024 Q2	$442K	Buy	9,146 +188	+2%	+$8.57K	0.01%	949
2024 Q1	$390K	Buy	+8,958	New	+$385K	0.01%	992
2018 Q4	–	Sell	-42	Closed	-$1K	–	1284
2018 Q3	$1K	Buy	+42	New	+$1.09K	﹤0.01%	2817
2018 Q2	–	Sell	-1,256	Closed	-$33K	–	1422
2018 Q1	$33K	Buy	1,256 +1,214	+2,890%	+$33.4K	﹤0.01%	1794
2017 Q4	$1K	Buy	+42	New	+$1.12K	﹤0.01%	2701

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

Stratos Wealth Partners's EPI Position: Q2 2026 in Review

Stratos Wealth Partners reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 4.5% in Q2 2026, selling an estimated $17.4K and leaving 8,754 shares worth $375K. The position accounts for ﹤0.01% of the portfolio, ranked #1279.

Stratos Wealth Partners first reported a position in EPI in Q4 2017 and has held it in 13 quarters since. The position peaked at $9.48M in Q2 2025. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Stratos Wealth Partners held 8,754 shares of WisdomTree India Earnings Fund ETF worth $375K as of Q2 2026.
Stratos Wealth Partners sold 408 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $17.4K.
WisdomTree India Earnings Fund ETF made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1279 holding.
Stratos Wealth Partners first reported a position in WisdomTree India Earnings Fund ETF in Q4 2017 and has held it in 13 quarters since.
Stratos Wealth Partners's WisdomTree India Earnings Fund ETF position peaked at $9.48M in Q2 2025.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.