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

Summit Financial’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	$203K	Sell	4,749 -1,284	-21%	-$54.7K	﹤0.01%	1528
2026 Q1	$246K	Sell	6,033 -924	-13%	-$40.9K	﹤0.01%	1270
2025 Q4	$322K	Sell	6,957 -1,019	-13%	-$46.7K	﹤0.01%	1054
2025 Q3	$353K	Sell	7,976 -22,782	-74%	-$1.03M	0.01%	1012
2025 Q2	$1.46M	Sell	30,758 -118,973	-79%	-$5.4M	0.03%	346
2025 Q1	$6.54M	Buy	149,731 +122,670	+453%	+$5.26M	0.18%	108
2024 Q4	$1.23M	Buy	+27,061	New	+$1.28M	0.04%	279

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

Summit Financial's EPI Position: Q2 2026 in Review

Summit Financial reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 21% in Q2 2026, selling an estimated $54.7K and leaving 4,749 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #1528.

Summit Financial first reported a position in EPI in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.54M in Q1 2025. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Summit Financial held 4,749 shares of WisdomTree India Earnings Fund ETF worth $203K as of Q2 2026.
Summit Financial sold 1,284 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $54.7K.
WisdomTree India Earnings Fund ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1528 holding.
Summit Financial first reported a position in WisdomTree India Earnings Fund ETF in Q4 2024 and has held it in 7 quarters since.
Summit Financial's WisdomTree India Earnings Fund ETF position peaked at $6.54M in Q1 2025.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.