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

Summit Trail 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	–	Sell	-8,181	Closed	-$379K	–	1462
2025 Q4	$379K	Sell	8,181 -284,886	-97%	-$13M	0.01%	1160
2025 Q3	$13M	Buy	293,067 +49,026	+20%	+$2.23M	0.18%	68
2025 Q2	$11.6M	Sell	244,041 -4,601	-2%	-$209K	0.2%	65
2025 Q1	$10.9M	Buy	248,642 +34,036	+16%	+$1.46M	0.36%	29
2024 Q4	$9.72M	Buy	214,606 +15,674	+8%	+$743K	0.36%	29
2024 Q3	$10M	Buy	198,932 +134,755	+210%	+$6.64M	0.25%	49
2024 Q2	$3.1M	Buy	+64,177	New	+$2.93M	0.08%	104
2020 Q2	–	Sell	-10,900	Closed	-$177K	–	173
2020 Q1	$177K	Buy	+10,900	New	+$243K	0.05%	112

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 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

Summit Trail Advisors's EPI Position: Q1 2026 in Review

Summit Trail Advisors sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2026, closing a stake of 8,181 shares — an estimated $379K sold.

Summit Trail Advisors first reported a position in EPI in Q1 2020 and held it in 8 quarters. The position peaked at $13M in Q3 2025. 275 funds tracked by Wall St. Rank hold EPI as of Q1 2026.

Summit Trail Advisors reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2026 after selling out during the quarter.
Summit Trail Advisors sold 8,181 WisdomTree India Earnings Fund ETF shares in Q1 2026, an estimated $379K.
Summit Trail Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q1 2020 and held it in 8 quarters.
Summit Trail Advisors's WisdomTree India Earnings Fund ETF position peaked at $13M in Q3 2025.
275 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.